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Related Products
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Stock Portfolio Tracker:
About
Stock Portfolio Tracker is an innovative stock portfolio tracking platform built for long-term investors who seek precision and clarity. With over 30 years of historical data, it empowers users to track a wide range of assets such as stocks, ETFs, forex, crypto, bonds, and mutual funds across 85 exchanges and 250,000+ holdings. Our platform delivers advanced analytics and seamless synchronization of corporate actions, including dividends and splits, ensuring accurate insights. Using a sophisticated Money-Weighted Rate of Return (MWRR) methodology, Stock Portfolio Tracker calculates performance with a high degree of accuracy that reflects the real impact of cash flows over time. By providing powerful tools for performance monitoring and portfolio optimization, Stock Portfolio Tracker helps investors better understand their results and track their portfolios with greater clarity.
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Volaren:
About
Volaren is a web-based personal investing platform that brings brokerage accounts together so individual investors can review holdings, follow portfolio activity, and research stocks and other assets. Its AI copilot explains portfolio movements, answers research questions, and turns an investing thesis into a proposed portfolio. Users can create AI agents for recurring strategies, portfolio rebalancing, tax-loss harvesting, or following public investor and fund disclosures. Agents can run on simulated funds or place orders through supported brokerage connections, with configurable budgets and trading limits. Users can review and approve trades or enable automated activity within their chosen limits. The service also provides market data, news and filings, portfolio views, backtesting, daily briefings, and text-based interactions.
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Stock Portfolio Tracker:
Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Volaren:
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
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Stock Portfolio Tracker:
Audience
Retail investors, accountants, financial advisors, CFOs
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Volaren:
Audience
Individual investors who want to monitor connected brokerage accounts, research investments, test strategies, and manage trading activity with configurable limits and review controls.
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Stock Portfolio Tracker:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Volaren:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Stock Portfolio Tracker:
API
Offers API
Not Supported
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Volaren:
API
Offers API
Not Supported
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Stock Portfolio Tracker:
Screenshots and VideosNo images available
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Volaren:
Screenshots and VideosNo images available
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Stock Portfolio Tracker:
Pricing
$4.99 per month (annually)
Free Version
Supported
Free Trial
Supported
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Volaren:
Pricing
$12/month
The free plan includes 100 AI credits per month. The $12/month plan includes 1,000 AI credits per month and unlocks all features. Credits are used for AI work; market prices, news, portfolio access, and trading do not use credits.
Free Version
Supported
Free Trial
Not Supported
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Stock Portfolio Tracker:
Reviews/
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Volaren:
Reviews/
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Stock Portfolio Tracker:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Volaren:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Stock Portfolio Tracker:
Company InformationStock Portfolio Tracker
Founded: 2022
United Kingdom
stockportfoliotracker.app/
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Volaren:
Company InformationVolaren
Founded: 2026
United States
www.volaren.ai/
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Stock Portfolio Tracker:
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Volaren:
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Stock Portfolio Tracker:
Categories |
Volaren:
Categories |
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Stock Portfolio Tracker:
Integrations
Alpaca
Not Supported
Binance
Not Supported
Charles Schwab
Not Supported
Coinbase
Not Supported
Fidelity
Not Supported
Kraken
Not Supported
OANDA
Not Supported
Plaid
Not Supported
Public
Not Supported
Questrade
Not Supported
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Volaren:
Integrations
Alpaca
Supported
Binance
Supported
Charles Schwab
Supported
Coinbase
Supported
Fidelity
Supported
Kraken
Supported
OANDA
Supported
Plaid
Supported
Public
Supported
Questrade
Supported
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Stock Portfolio Tracker:
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Volaren:
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