Write-Up

Write-Up

TJPS Software
+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • eToro
    31,958 Ratings
    Visit Website
  • CoinStats
    101,113 Ratings
    Visit Website
  • Summ
    792 Ratings
    Visit Website
  • Caller ID Reputation
    45 Ratings
    Visit Website
  • Planview AdaptiveWork
    714 Ratings
    Visit Website
  • Nasdaq Metrio
    14 Ratings
    Visit Website
  • Planview Portfolios
    200 Ratings
    Visit Website
  • Buildium
    2,545 Ratings
    Visit Website
  • Fraud.net
    56 Ratings
    Visit Website

About

PortfolioTrackr is a live multi-market portfolio tracker for people who manage their own money. Track stocks, ETFs, crypto, commodities, forex and futures across 45 exchanges and 40 currencies, from New York, London and Tokyo to Singapore, Mumbai, Dubai and Riyadh. Add a position by voice, text, screenshot or CSV, or connect your broker. Set a target and a stop loss on any position. An alert reaches you on WhatsApp, Telegram, email or push when it's hit. Also included: dividend tracking with income forecasts, benchmark comparison against the S&P 500, NASDAQ-100 or Gold, a FIFO capital gains report, short positions, and several portfolios viewable combined. No ads. No selling your data. No algorithm telling you what to buy. A co-pilot, not an autopilot. Native iOS and Android apps, plus a full web dashboard. Free 3-day trial, then Starter at $9/month or Pro at $19/month, with a Lifetime plan available. Every position. One dashboard. Clear decisions.

About

Stock portfolio accounting for your high net worth clients is a key service in most accounting firms. The challenge, however, is providing this important yet labour-intensive function at a reasonable price. Fortunately, now there’s Write-Up, the #1 selling stock portfolio accounting software. Write-Up software simplifies and speeds up the accounting processes involved in tracking, recording and reporting stock transactions for holding companies, trusts and estates. Simplified year-end procedure and access to historical data. Write-Up allows the user to close a year in both modules and carry forward the open security positions in the broker module to the following year. Prior years are always available for viewing in both modules. Write-Up handles multiple currencies and the corresponding foreign exchange entries to make investment management easy. Write-Up supports the three main types of transactions: broker transactions, banking transactions and adjusting entries.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Individual investors and traders who manage their own stock, crypto and commodity portfolios.

Audience

Companies and professionals searching for a stock portfolio accounting solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$9/month
Free 3-day trial. No credit card required. Full dashboard, browser and mobile push alerts.

Starter: $9/month or $99.99/year. Live prices, P&L, dividends, email, WhatsApp and Telegram alerts. 1 portfolio.

Pro: $19/month or $199/year. Everything in Starter, plus Smart import (voice, text, screenshot, CSV, Excel or PDF), SMS alerts worldwide, and up to 5 portfolios.

Lifetime: $299 once. Everything in Pro. Unlimited portfolios. No recurring charge.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • i love that you can track ALL kind of investment including UAE stocks that i couldn't find anywhere else. i love how you can get a notification once your TP is hit on stocks

Cons

  • trial period is no more than 3 days.. well to be honest i didn't need more time cause its straight forward but i only managed to import my stock in bulk using csv after i was full member

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PortfolioTrackr
Founded: 2026
United Arab Emirates
portfoliotrackr.com

Company Information

TJPS Software
United States
tjpssoftware.com/features.asp

Alternatives

Alternatives

Accounting Xpert

Accounting Xpert

Micronetics
EasyACCT

EasyACCT

Intuit
AssetWriter

AssetWriter

FinSoft
Arbor Portfolio Manager

Arbor Portfolio Manager

Arbor Financial Systems
Joblogic

Joblogic

Tracer Management Systems

Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

Stripe
Telegram
Twilio
WhatsApp

Integrations

Stripe
Telegram
Twilio
WhatsApp
Claim PortfolioTrackr and update features and information
Claim PortfolioTrackr and update features and information
Claim Write-Up and update features and information
Claim Write-Up and update features and information