Audience

Individual long-term investors who hold stocks, ETFs and crypto across one or more brokers and want to see their real returns after fees, dividends and taxes.

About Portfolio 360°

Portfolio 360° is an online portfolio-tracking service for individual investors who want to review holdings and investment performance across accounts. It tracks stocks, ETFs, cryptocurrencies and cash, and breaks returns down into realized and unrealized gains, dividends, fees and taxes. Users can record transactions manually, import broker data from CSV or Excel, or connect supported brokerage accounts. Analysis tools include performance charts, contribution and exit analysis, portfolio comparisons and tax reports, with currency conversion for multi-currency portfolios. The service also provides price alerts and exports portfolio data to PDF, Excel or CSV. Portfolio 360° is available through a web interface and mobile apps, with an interface in English and Arabic.

Pricing

Starting Price:
$29.57/month
Pricing Details:
Free plan available. Plus is $29.57/month billed annually. Premium is $56.24/month; billing commitment was not specified. Paid plans include a 7-day free trial.
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

Arincen
Founded: 2015
United Arab Emirates
en.arincen.com/portfolio-tracker

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Product Details

Platforms Supported
Cloud
iPhone
Android
Training
Documentation
Support
24/7 Live Support
Online

Portfolio 360° Frequently Asked Questions

Q: What kinds of users and organization types does Portfolio 360° work with?
Q: What languages does Portfolio 360° support in their product?
Q: What kind of support options does Portfolio 360° offer?
Q: What other applications or services does Portfolio 360° integrate with?
Q: Does Portfolio 360° have a mobile app?
Q: What type of training does Portfolio 360° provide?
Q: Does Portfolio 360° offer a free trial?
Q: How much does Portfolio 360° cost?

Portfolio 360° Product Features

Stock Portfolio Management

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