Write-Up

Write-Up

TJPS Software
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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 100 exchanges & 100 currencies, from New York and London to Singapore, Mumbai, Dubai and Riyadh, including markets other trackers skip across Africa, South Asia and the Caribbean. 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, and short positions. No ads. No selling your data. No algorithm telling you what to buy. A co-pilot, not an autopilot. Native iOS & Android apps, plus a web dashboard. Free 3-day trial, then Starter at $9/month or Pro at $19/month, with a Lifetime plan. 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 Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$9/month
Free 3-day trial. No credit card required. Everything in Starter, with push, email, WhatsApp and Telegram alerts.

Starter: $9/month or $99.99/year. Live prices, P&L, dividends, email, WhatsApp and Telegram alerts. 1 portfolio. Watchlist (10 tickers). Smart import (voice, text, screenshot, CSV, Excel or PDF)

Pro: $19/month or $199/year. Everything in Starter, plus Snaptrade broker connection, AI analysis, SMS alerts worldwide, and up to 5 portfolios.

Lifetime: $299 once. Everything in Pro. Unlimited portfolios. No recurring charge.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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:

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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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

PortfolioTrackr
Founded: 2026
United Arab Emirates
portfoliotrackr.com

Company Information

TJPS Software
United States
tjpssoftware.com/features.asp

Alternatives

Alternatives

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Accounting Xpert

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EasyACCT

EasyACCT

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AssetWriter

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Arbor Portfolio Manager

Arbor Portfolio Manager

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Joblogic

Joblogic

Tracer Management Systems

Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing Not Supported
Client Management Not Supported
Data Warehousing Not Supported
For Investment Advisors Supported
For Traders Supported
Order Management Not Supported
Portfolio Accounting Not Supported
Portfolio Rebalancing Not Supported
Risk Management Supported
Tax Management Not Supported
Technical Analysis Not Supported
Wash Sale Detection Not Supported

Stock Portfolio Management Features

Billing & Invoicing Not Supported
Client Management Not Supported
Data Warehousing Not Supported
For Investment Advisors Not Supported
For Traders Not Supported
Order Management Not Supported
Portfolio Accounting Supported
Portfolio Rebalancing Not Supported
Risk Management Not Supported
Tax Management Supported
Technical Analysis Not Supported
Wash Sale Detection Not Supported

Integrations

Stripe Supported
Telegram Supported
Twilio Supported
WhatsApp Supported

Integrations

Stripe Not Supported
Telegram Not Supported
Twilio Not Supported
WhatsApp Not Supported
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