VISE

VISE

Vise
+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • LeaseAccounting.app
    Visit Website
  • Summ
    878 Ratings
    Visit Website
  • Capitalcore
    89 Ratings
    Visit Website
  • FinOpsly
    3 Ratings
    Visit Website
  • Concord
    237 Ratings
    Visit Website
  • TradingView Stock Widgets
    16 Ratings
    Visit Website
  • DXcharts
    28 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website

About

StockFly shows your whole portfolio in any currency you choose, switched in one click. Every buy, sell and dividend is rebuilt at the exchange rate of its own date, so the return stays correct in whichever currency you are reading it, rather than a dollar figure converted at today's rate. Import your history in one upload, see money-weighted returns, compare against indexes and ETFs, and track dividends net of withholding tax. Explorer explains each holding in plain language, including which metrics matter and how to read the chart. Build what-if scenarios, set target allocations, and export tax summaries as PDF or Excel. The whole dashboard is free with no limit on holdings, and Pro is $4.99 a month after 30 days free with no card.

About

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.

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 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 who hold stocks and ETFs across more than one currency or broker, and want their real return rather than the number their broker app shows.

Audience

RIAs & financial advisors looking for an investment management platform to build personalized portfolios while scaling their practice

Support

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

Support

Phone Support Not 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

$0
The entire dashboard is free permanently, with no limit on the number of holdings. Portfolio tracking, money-weighted returns, automatic dividend recording net of withholding tax, benchmark comparison and the broker file import are all on the free tier.

Every new account gets 30 days of Pro with no card required.

Pro is $4.99 per month or $49 per year (save 18%). Pro adds the year-end tax summary as PDF or Excel, target allocations, what-if scenarios, the plain-language insight cards in Explorer, the AI news brief, and the Value vs Invested and Winners & Losers reports.

Nothing is deleted or hidden when a trial or a subscription ends.
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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

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

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

StockFly
Founded: 2026
United Arab Emirates
stockfly.app

Company Information

Vise
Founded: 2016
United States
vise.com

Alternatives

Alternatives

VGG Image Search Engine

VGG Image Search Engine

Visual Geometry Group
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
PackHedge™

PackHedge™

FinLab Solutions SA

Categories

Categories

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 Not Supported
Portfolio Rebalancing Not Supported
Risk Management Not Supported
Tax Management Not Supported
Technical Analysis 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 Supported
For Traders Not Supported
Order Management Not Supported
Portfolio Accounting Not Supported
Portfolio Rebalancing Supported
Risk Management Supported
Tax Management Supported
Technical Analysis Not Supported
Wash Sale Detection Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Supported
Compliance Reporting Not Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Not Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported

Integrations

Altruist Not Supported
Charles Schwab Not Supported
Fidelity Not Supported
Gemini Supported
Google Supported
Microsoft Excel Supported
Nitrogen Not Supported
Yahoo Finance Supported

Integrations

Altruist Supported
Charles Schwab Supported
Fidelity Supported
Gemini Not Supported
Google Not Supported
Microsoft Excel Not Supported
Nitrogen Supported
Yahoo Finance Not Supported
Claim StockFly and update features and information
Claim StockFly and update features and information
Claim VISE and update features and information
Claim VISE and update features and information