Alternatives to The Rich
Compare The Rich alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to The Rich in 2024. Compare features, ratings, user reviews, pricing, and more from The Rich competitors and alternatives in order to make an informed decision for your business.
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1
Sharesight
Sharesight
Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan). -
2
StockMaster
Supertech
StockMaster was first developed in 1996 and since then it evolved into the Australia's leading and best-selling portfolio management software. It was designed specifically for investors who want to manage their investments and generate tax reports with ease. With its unique trade record system, you can easily record and report trade activities and dividends in a portfolio. Combined with its online charting and query system, you can simply plot and perform ad-hoc query on shares on the fly. StockMaster is more than just a portfolio management software, it includes the cash book and property management which allows you to track your daily cash transactions and income and expenses for your investment properties to make a complete investment management package. Real time tracking shares, managed funds, warrants, options, CFD, fixed interests..etc. Analyse your dividend income cashflow and imputation credit in next 12 months, and asset allocation in your portfolios.Starting Price: $220 per year -
3
JStock
Yocto Enterprise
JStock makes stock investment easy. JStock makes it easy to track your stock investment. It provides well-organized stock market information, to help you decide your best investment strategy. Watch stock prices and set stock alerts. Watch stock prices and set stock alerts. Insider transactions. Know who is buying or selling stock. Stock market news. Company financial health analysis. Quarterly and yearly financial reports. Compare against other companies' financial ratios within the same industry. Portfolio summary chart. Annualized yield at a glance. Comprehensive company info for stock analysis. Record buy, sell, and dividend. JStock integrates seamlessly with JStock Desktop. Free JStock Desktop can be downloaded separately. Receive a stock market alert when the stock price moves above the threshold or the stock price moves below the threshold. Draw stock technical analysis on the stock chart. Excellent stock portfolio summary chart to keep track of stocks.Starting Price: Free -
4
Snowball Analytics
Snowball Analytics
Snowball Analytics is a portfolio tracking platform, so it can run in-depth reports about your dividends, stocks, etf and crypto. With Snowball Analytics, you can link your brokerage accounts with auto updates. Track portfolio performance of stocks, funds and cryptocurrencies from all over the world. This stock tracker support automatic brokerage connections with over 1,000 brokers from US, Europe, UK, Asia, etc. You can track nearly any stock, ETF or Mutual Fund on the planet. Stock tracker support all major stock exchanges and show your portfolio performance in 25+ currencies. Snowball Analytics tracker have wide list of tools for analysis and dividend reporting. This equity tracker helps you with: Rebalancing and allocation of investments, calculation of dividend. Performance calculation including fees, dividend yield, trades, withholding tax, Dividend rating. Backtest your portfolio. Use benchmarking and build dividend portfolios or test portfolio on historical data.Starting Price: $6.70 per month -
5
Portseido
Portseido
Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. The features from Portseido include portfolio visualizer app, portfolio performance tracker, stock portfolio tracker, dividend tracker, investment goal management, dividend calculator, FIRE calculator and portfolio analysis. Our goal is to provide investors with an easy-to use tool that allows them to become better investors.Starting Price: $8 per month -
6
getquin
getquin
Import and track any asset. Analyze your portfolio and trades in real time. Exchange ideas with like-minded people in the community. Add and track any asset including stocks, ETFs, funds, crypto, DeFi investments, real estate, angel investments, luxury collectibles, art and commodities, and more. Use our dividend calendar to track cumulative payouts, see future dividend forecasts, year-on-year growth rate and dividend yield. Plan future cash flows and find out exactly when your payments will arrive. Find the best stocks that fit your dividend portfolio. Get detailed portfolio breakdowns based on geography, industry, and asset class and track all the numbers that matter in one dashboard. Visualize your holdings in clear charts and adjust your investment strategy based on smart data. Exchange ideas with other users and become part of our interactive investment community. Whether polls or stock analysis, there's always something going on.Starting Price: Free -
7
Stock Events
Stock Events
Gain a unique view into your portfolio. Earnings, dividends, portfolio, screener, news and more. Track all your assets in one portfolio. Stocks, ETFs, crypto, commodities, and more. Over 100k assets from all over the world. Look at your portfolio value changing in real-time with intraday and many more timelines. Dividend tracking was never easier. Stock Events provides the most comprehensive dividend data from all over the world. We estimate missing future dividends, so you never lose track of important events and we notify you when ex-dates are near. Stock Events brings the timeline into your portfolio. Never lose track of important events again. View dividends, earnings, ratings, dips, price changes, and more in your timeline. Receive notifications for them and get detailed information. Track stocks, ETFs, crypto, commodities and more. We provide you with the most up-to-date asset data from all over the world.Starting Price: Free -
8
Kubera
Kubera
The world's most modern portfolio tracker. Track all your assets in one place—traditional & crypto. Supports global banks, brokerages, stocks & currencies. Get your stocks in order. Connect your online brokerage accounts, or add individual stocks to track their value in real-time. Get latest balances from your crypto wallets and exchange accounts, or simply add the coins to track the value of your crypto portfolio in your native currency. Connects to over 20,000 banks worldwide. Kubera uses industry-leading account aggregation technology to give you reliable connectivity to thousands of online banks around the world. Track the value of your homes with real-time market data from Zillow (US only). Track the real-time value of your cars, trucks, and automobiles. Track the estimated market value of the web domain names you own. Kubera supports nearly every global currency. Add your Yens with your Euros to create a global dashboard and see their values in your local currency.Starting Price: $12 per month -
9
Digrin
Digrin
Digrin is a free dividend portfolio manager focused on providing dividend growth investors a tool to track and manage their portfolio easily and in real time. Working on a freemium model, having most functionality for free and paid membership available for additional features or supporters. Your portfolio will contain key statistics including internal rate of return and yield on cost. Dividend reinvesting can be set separately for every stock and every dividend separately. Future dividends can be set to be reinvested automatically. A portfolio might be also shared publicly, check out a VR finance portfolio. You can play with a dividend-focused stock screener and filter based on dividend yield, payout ratio, DGR3, DGR5, and sector. You can also limit stocks paying and raising dividends for more than 5, 10, or 25 years. Simple tool to check dividend yield daily. If your desired dividend yield is met, an email is sent to let you know.Starting Price: €7.99 per month -
10
Robinhood
Robinhood
At Robinhood, we believe the financial system should be built to work for everyone. That’s why we create products that let you start investing at your own pace, on your own terms. We believe that everyone should have equal access to financial tools. Regardless of how much money you intend to invest, you will not be charged account minimums or commissions to buy or sell stocks, ETFs, or options on Robinhood. Buy and sell Bitcoin, Ethereum, Dogecoin, and other cryptocurrencies 24/7 and commission-free with Robinhood Crypto. Manage your cryptos with confidence. Your coins and personal information are protected. When you make a deposit (or sell investments in your Robinhood Financial brokerage account), those funds are immediately available for purchasing cryptocurrencies in your Robinhood Crypto account. -
11
Empower
Empower
Financial professionals who listen, tools that deliver. Get robust technology working seamlessly with highly skilled fee-based financial professionals to deliver a truly personalized solution for you. Experience financial transparency like never before. Our financial professionals can help you build a Personal Strategy around your unique goals and preferences, then implement it in a portfolio that’s tax optimized, risk minimized and regularly rebalanced to match your ever- changing situation. Whether you’re looking for more investment solutions or sophisticated financial management, we can help you build a diversified portfolio around all the things you care about.Starting Price: Free -
12
Dividend Notebook
Baldwin Apps
With Dividend Notebook you can view estimated dividend distributions as well as other key details from a stock list that you customize. Easy to use! Just enter a stock quote and review an organized report at your fingertips. View all estimated payout amounts for dividend stocks. Know the amount and date of your next dividend payment based on updated stock market data. Sort by dividend amount, capital, company name, number of shares or ticker symbol. View the payment forecast and payment history of the shares in your portfolio. The next dividend company, the date, and the payment amount are always visible. Review your investment portfolio by payment frequency or stock sector. Receive notifications when dividend payments are due for shares in your portfolio. This dividend-focused app provides full coverage of the US stock market for stocks, ETFs, and mutual funds. Analyze your portfolio at a glance with this handy stock tracker!Starting Price: Free -
13
MarketRisk
Dacris Software
How do you allocate assets in your investment portfolio? MarketRisk helps you decide how, based on a unique algorithm that evaluates the risk inherent in each asset given its current market price. MarketRisk actually limits the total estimated risk in your portfolio to your own risk tolerance amount. Select up to 7 investable assets - from stock indexes, to precious metals and bonds. All you have to do is enter the market price along with your risk tolerance and MarketRisk calculates what your position size should be in each selected asset. MarketRisk is not intended to replace a financial advisor, but it is a useful research tool. Past 50-year performance is as high as 16.3% per year. Each portfolio combination is back-tested from 1929 to 2020, with last 50 years of performance shown.Starting Price: $185 CAD -
14
Diversiview
LENSELL
Diversiview by LENSELL is a cloud based Portfolio Analysis and Optimization Software, that helps retail investors and investment professionals take their investment portfolios to the next performance level. With Diversiview, investors can: - calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio; - view detailed, granular diversification at investment level; - view granular allocation including ETF break up (where ETFs are part of the portfolio); - last but not least, 4 options to optimize the asset allocation to achieve a certain goal, including: minimum risk portfolio, optimal portfolio and efficient portfolio positions from the Efficient Frontier. With Diversiview, investors can also backtest their investment strategy and benchmark its performance to major indexes or model portfolios.Starting Price: $99 AUD / 50 credit points -
15
Stock Dividend Tracker
Newsparkapps
Stock Portfolio, Dividend Tracker is a simple and very useful tool for stock market investors to track the stock portfolio,dividends received to them from the stocks which they are invested. You can sign in with your google account and your dividend data will be backup safely during your each updates. Stock dividend tracker app will send you the dividend issue notifications of each stocks issue in respective days, so the user can add the stock count and dividends per share for the stocks in the app.Starting Price: Free -
16
Portfolio123
Portfolio123
Be a cold-blooded investor. Create, backtest, and invest in your own rule-based strategies. See why professionals and academics trust Portfolio123. Manage your accounts like never before. Everything you are used to using has been reimagined and improved. Enjoy free real-time quotes, analyze with free investor tools, manage multiple accounts easily, send orders to your broker, keep track of your decisions. Best data in the business, professional-level quant tools, flexible yet simple workspace, ludicrously fast simulation engine, and expert community ideas. We believe the world needs a better solution for investing. Our mission is to help everyone own stocks, increase their chances for better returns, and enjoy life. No matter how much time you want to dedicate to making investment decisions, from “set it and forget it” to learning about things like free cash flow and factor models, managing your portfolio should be possible for everyone.Starting Price: $9 per 21 days -
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Dividend Data
Dividend Data
Set your long-term investing goals and use our software to track your progress. There is a 30-day money-back guarantee so no risk in trying it out. Use our free educational resources on YouTube to learn more about investing. Conduct in-depth fundamental analysis with our stock research tool. Track your investments as you work toward your goals. Reach your investing goals and financial freedom. A foundation of quality dividend-paying stocks can help secure your financial future. Track multiple portfolios all in one place. Manually upload or automatically link US brokerages. Analyze all your stocks. Keep track of bought shares and DRIP shares. Calculate your true total return from dividend reinvestment. Automatically calculate your projected annual dividend income and overall portfolio dividend yield, the yield on cost, and the effect of reinvesting dividends. Get your dividend income and yield metrics for each stock in your portfolio.Starting Price: $10 per month -
18
DividendNow
DividendNow
Save time on tracking your dividends, analyze your dividend income, view upcoming and estimated dividend payouts, and get the latest news on all companies. Automatically track all your dividends in one place. See all your dividends and distributions, from all stocks listed on exchanges in the US. View and analyze dividend payout, ex-dividend dates, and more for past, current and upcoming stocks. Read the latest news on stocks from multiple sources so you can stay up to date on the happenings. See upcoming dividends as soon as they are announced to the market with the actual income predicted based on your current portfolio positions. Projected monthly dividend income bar chart, sector bar chart, stock percentage pie chart, dividend percentage pie chart, and ex-dividend calendar. See your holdings in one place, see the upcoming ex-dividend date, set your dividend income goal, 52-week high/low bar, and current yield and yield on cost.Starting Price: Free -
19
Passiv
Passiv
Passiv turns your brokerage account into a modern portfolio management tool. Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts. Connect your accounts from any of these partner platforms. If your platform isn't listed below, you can join the mailing list to be notified when it's available. Build your portfolio and maintain your target allocation. Use Passiv's "buy-only" setting to identify the underweight assets in your portfolio. Save time by letting Passiv calculate & execute the trades needed to keep your portfolio balanced. Get notified whenever new cash & dividend payments come in or whenever your portfolio drifts out of alignment.We work with brokerages directly and use their APIs in order to keep your information safe and secure. This ensures that you are not breaching their terms & conditions.Starting Price: $99 per year -
20
Purple Brick
Purple Brick
Purple Brick is the ultimate dividend tracking app that helps you keep track of your investment portfolio and stay on top of your dividend payouts. Whether you're an experienced investor or just starting out, Purple Brick makes it easy to stay organized and informed. With our user-friendly interface and robust features, you'll never miss a dividend payment again. With Purple Brick, you can easily add and track your dividend-paying stocks and funds. Simply input the ticker symbol and the number of shares you own, and our app will do the rest. You'll have a complete overview of all your investments in one place, including the dividend rate, payout date, and payment amount. Plus, our real-time updates ensure that you always have the most up-to-date information.Starting Price: Free -
21
Divplan
Invest Trade
The dividend and coupon payment schedule is now always on your smartphone. The value of securities is updated every day, so you will always be aware of how much income your investments will bring in a year. You can create your own personal regular income - salary, income from renting an apartment, etc. The project team monitors the market on a daily basis and always provides you with relevant data. Follow the latest trends with the Divplan. Just add the company to your Portfolio and get all investing signals about it to your app. Use this dividend calculator and control your payment schedule. Market news & investing signals from Nasdaq, Frankfurt, Moex and London stock exchange.Starting Price: Free -
22
22 Dividends
Stefan Warwas
The 22 Dividends app allows you to track your DRIP transactions. Doing this explicitly helps you to better track your dividend growth performance. For every stock position we show your BUY, SELL, and DRIP transactions in the chart. Moreover, we also visualize your average share price. We support more than 10,000 US stocks, ETFs, and ADRs. The dividend calendar shows you an overview of the cashflow for each stock and month of the year. Future values are predicted. The 22 Dividends app calculates the combined dividend yield and value gain performance.Starting Price: Free -
23
DiviTrack
DiviTrack
Track and estimate your dividend income easily in one place for free. Get notified of ex-dividend dates. Estimate dividend income a year in advance. Separate your holdings with multiple portfolios. Record shares down to 8 decimal places. Our symbols cover UK, US, European and other listings. Add your portfolio for free to try us out. DiviTrack was made to help you keep track of your dividend stocks. We provide you with market data from multiple sources and display it against the portfolio data you upload. We can then calculate metrics like the yield on cost and estimated annual income to show you. We hope to include lots of extra features soon. Currently, all stock prices are updated at 07:00 UTC with the previous close price. All dividends and prices are adjusted for splits. Currently, this is not something we support. You can add each reinvestment manually by clicking the add order button.Starting Price: $7.50 per month -
24
Stock Rover
Stock Rover
Stock Rover is a powerful investment research and analysis tool that goes well beyond what investors are used to from existing equity research sites. - Screening --> Our screening capabilities are unmatched at any price point. Many users discover Stock Rover first for its powerful screeners that can find and rank stocks. - Comparison --> Comparison is our specialty. No other site evaluates competing investment options like Stock Rover. We compute fair values and margin of safety, warn about trends that deserve your attention, and score companies for quality, growth, value and sentiment. - Portfolios -->View performance metrics that are accurate to the minute. Link to your brokerage for automatic portfolio updates -Charting --> Our charts go beyond the industry standard to let you compare screeners, portfolios and any benchmark. You can even chart fundamental metrics. Categories-- Trading --> Stock Analysis + Charting + Stock Portofolio Mgmt + ScreeningStarting Price: $7 per month -
25
divTimer
divTimer
Always and everywhere, be informed about dividend income, distribution dates and custody accounts. Find out when you get which dividend via push messages. After entering the shares in your divTimer depots, the app calculates the exact amount to be expected and the date of payment, as well as a complete overview of the income of your depots for the entire year. Taxes, allowances, and purchase data are of course taken into account in the calculation. Keep the perfect overview of the month and day of distribution and the expected amount through the clearly designed dividend calendar. In the detailed view of the divTimer dividend calendar, you can find out on which day your companies will pay your dividend to you. Find your depot from the most important indices in the world. Easy creation of depots and new stocks. Even odd fractions of stocks that run via savings plans can be specified. Our divTimer support takes care of the needs of the customers every day.Starting Price: Free -
26
Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
27
AllInvestView
AllInvestView
AllInvestView is an investment dashboard designed to simplify the tracking of your entire investment portfolio. From stocks to bonds to mutual funds to cryptos, the platform provides a unified view, insightful analytics, fixed income moduleand automated dividend tracking, all through a user-friendly interface. What sets AllInvestView apart from its competitors? AllInvestView stands out by offering support for various asset classes and specialized tools for fixed income and yield tracking. It features an efficient ticketing system, allowing quick access and edits to every transaction details. We also provide advanced tools for optimal asset allocation, including efficient frontier analysis, and plan to offer next support for tax reporting, making financial management easier for our userStarting Price: $5.99 -
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MProfit Advisor
MProfit Software
With MProfit, you can seamlessly track all your investments in one place. Import your data to MProfit from 700+ brokers & financial institutions, view insightful portfolio reports and get your capital gains in ITR format. With MProfit, you can seamlessly manage investments in stocks, F&O, mutual funds, bonds, fixed deposits, NPS, AIF & various other assets. MProfit is available on web, desktop and Android & iOS mobile devices. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Investors can maintain individual portfolios and create portfolio groups to view consolidated holdings. Advisors can maintain client investments in category-wise & family-wise portfolios. Auto-import contract notes & back-office files for Stocks and F&O from 700+ brokers.Starting Price: $40 per month -
29
PORTAX After-Tax Portfolio Analysis
PortaxSoftware
After-Tax Portfolio Optimization and Asset Allocation. Multiple Period Investment Horizons with Per Period Results: Asset Weight, Market Value, Cost Basis, Cash Flows, Management Fee, Turnover, Taxes and After-Tax Returns for each Asset. Analysis of up to 100 assets and 120 periods. Period intervals range from Daily to Annual. Sub Portfolios for Modeling Different Tax and Ownership Structures. International Asset Class Return Series for Forecasting Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios for Creating and Comparing Custom Portfolios. International Currencies and Tax Rates for Modeling Around the World. Economic Cycles and Shifts Modeling with time varying asset returns and standard deviations. Extensive Private Branded Client Reporting.Starting Price: $49 per user per month -
30
Marketlog
Myfxbook
Marketlog is the result of a project that was meticulously designed and developed for over 2 years by the same team that built Myfxbook.com - the leading forex portfolio analysis service. Marketlog was built completely from the ground up, to match the same quality that our users have been enjoying for over the past 15 years. The service is a free service (with paid plans available) and allows you to analyze and compare your stock portfolio in a completely automated way. Not only that, but it is very simple to use, allows you to track multiple trading portfolios from different brokerages (over 10,000 supported!) in one single dashboard and even check out other traders that share their stock portfolios! We've invested over $3,000,000 in research and development and do hope you will like the result as much as we do 😊 We are constantly developing the service and adding features!Starting Price: $6.67 per month -
31
wallmine
wallmine
Whether it’s an unusually high news coverage, new SEC filing, approaching ex-dividend date, or price movement, we got you covered. Keep up to date with your stocks, cryptocurrencies, ETFs, and mutual funds in single portfolio. Our daily newsletter and instantly sourced Thomson Reuters news coverage keep you informed about companies you care about. Quickly lookup similar tables in past SEC filings for an easy bulk download. Automatically merge figures from multiple tables and pick the data that interests you. Highlight any part financial document and discuss your opinions with your colleagues. Use the full-text search to find a term in any filing or transcript. Annotate in-line data points of interest for an easy export and syncing with your model.Starting Price: $50 per month -
32
DivTracker
DivTracker
DivTracker is the easiest way to track your dividend income. View insights on your payouts, see your portfolios in one place, and visualize your annual and monthly dividends. DivTracker is the best dividend tracker which helps you track and visualize your dividend income. Forget adding up your stock dividends manually or checking your statements every day. With DivTracker, you can see your entire portfolio in one place, analyze your dividend income, and view upcoming and estimated dividend payouts. DivTracker also has you covered with the latest news on companies you own shares of. Your phone will send notifications on key dividend events like payment dates. DivTracker will save you countless hours of work when tracking your dividend income portfolio. This app is best for dividend income investors who hold stocks for cash flow.Starting Price: Free -
33
RiskSmith
RiskSmith
A great portfolio is more than just a collection of individual investments - it’s a system that works together to build wealth. We help you see how effective your portfolio is, and tune it to get the most out of it. See how your investments really work together. See how well you trade risk for reward, and how much volatility is hiding in your portfolio. Being a great investor is about getting better at trading risk for reward. We help you see how effective your portfolio is at making that trade. Risk Efficiency tells you how well you’re trading risk for rewards, and helps you know how assets work together to hedge risk. Anything over 1 is good. Anything over 1.5 is really good. dScore tells you how much you can expect to lose, randomly, once or twice a month. If you’re comfortable with this number, you’re much more likely to withstand the craziness of the markets. For decades, we’ve looked at line charts that show the growth of an asset. -
34
Dividend.com
Dividend.com
Dividend.com is a financial services website focused on providing comprehensive dividend stock research information, in the form of daily articles, data, and ratings. Dividend.com is owned and operated by Mitre Media II LLC. Our proprietary Dividend.com Rating system uses five criteria to determine what stocks will provide a high level of total return for investors. Each stock we cover is given a rating (scored out of 5) for overall dividend quality, yield attractiveness, dividend reliability, earnings growth, valuation and price momentum. You must own a stock before its ex-dividend date in order to receive the next dividend. Generally speaking, you can sell a stock on its ex-dividend date and still receive the next dividend.Starting Price: $199 per year -
35
The Dividend Tracker
The Dividend Tracker
Ditch the spreadsheet and use a modern solution to track your dividend income. The Dividend Tracker shows you exactly how much you can expect to earn, and when it'll hit your brokerage account. Our dividend payout calendar helps users keep track of their upcoming dividend payments. Easily see how much you'll be paid, the date you'll receive your dividends, and a breakdown of the companies paying out. This is key for investors who rely on dividends as a primary or supplemental source of income. With our dividend payout calendar, users can easily plan their finances and stay on top of their investment income. Get notified as soon as new dividend payments are announced, or when a company increases or cuts their dividends. Using our suite of calculators and tools, project your dividend income into the future and see how your dividends compound over time.Starting Price: $12.50 per month -
36
Dividend.watch
Dividend.watch
Forget spreadsheets or complex data entry. Easily track over 83,100 stocks & ETFs within your very own dashboard. A convenient way to track a portfolio of any size, estimate future income, calculate diversification, and stay on top of all updates. Advanced dividend calculator on the web packed with great features. Calculate any stock in any scenario in a few clicks! Every investor needs to know what is his dividend income. Smart investors look for other useful metrics that help them to make the right decisions. All useful information about your monthly dividend income is in one place together with useful metrics which are recalculated every 24 hours automatically. Buy and sell popular dividend stocks and build up your portfolio. Track all important metrics like dividend yield, the yield on cost, dividend income, P/E ratio, and much more. Calculate dividend income and other metrics. Estimate your monthly dividend income. Diversification and keeping track of your dividend portfolio.Starting Price: $5.3 per month -
37
Portfolio Trader
Purescope
Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone and iPad, providing in-depth analysis of your shareholdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyze multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options. Complete stock trading and share portfolio management for the professional trader or the casual investor. Individual charts for each instrument across a variety of time ranges (available in full screen). Support for holdings in multiple currencies, including within the same portfolio, with real-time rate conversions and totals. Automatic pricing updates, major stock exchange and stock market prices. Portfolio import/export feature for importing large portfolios directly from a text file. -
38
Navexa
Navexa
The Intelligent Portfolio Tracker For Australian Investors. Get instant access to our full suite of investment portfolio tracking, analytics & reporting tools. Add up to five portfolios into your account | Access on website & mobile app. Add and analyze stocks and funds from the ASX, NASDAQ & NYSE, plus more. Use your account’s custom email address to auto-update your portfolio with new trades + automate dividend income reporting. -
39
Stock Portfolio Organizer
Stock Portfolio Organizer
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. For the more advanced users Stock Portfolio Organizer is extendable in many ways using a powerful JavaScript programming language that allows you to create brokerage calculation formulas, position sizing calculators and more. -
40
EquBot
EquBot
EquBot AI with Watson helps asset managers navigate the exponential growth of data through explainable and custom AI powered portfolios as a service (PaaS), indexes, and signals. EquBot AI with Watson transforms data into better investment outcomes for insurance companies and other asset owners through explainable and custom AI powered portfolios as a service (PaaS), indexes, and signals. Leverage EquBot’s custom AI portfolios as a service (PaaS), indexes, and signals with Watson to not only keep up with, but to thrive in an increasingly complex world of data. Harness the power of EquBot AI with Watson through custom AI powered portfolios as a service (PaaS), indexes, and signals to construct, monitor and adjust your clients portfolios to help them achieve their goals. Personal Investors can harness the power of EquBot AI with Watson to transform data into better investment outcomes through AI Powered ETFs. -
41
Webull
Webull
Enjoy Tech. Enjoy Investing. 0 Commissions and no deposit minimums. Everyone gets smart tools for smart investing. Diversifying your portfolio with a comprehensive suite of investment products including stocks, options, ETFs, and ADRs. Invest in thousands of companies using our trading tools and analytics to create your own financial portfolio. Options provide a strategic alternative to just investing in equity. Diversify your holdings by investing into a group of stocks with the same convenience as trading a single stock. Save for retirement with Webull Traditional, Roth or Rollover IRA. Individual brokerage account is the general account which allows you to buy and sell securities and assets. Webull supports full extended hours trading, which includes full pre-market (4:00 AM - 9:30 AM ET) and after hours (4:00 PM - 8:00 PM ET) sessions. Webull provides intuitive and powerful advanced charts, multiple technical indicators, and premier Level 2 Advance (Nasdaq TotalView) to help users. -
42
VISE
Vise
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. -
43
Fundamental Portfolio Manager
Fundamental Software
The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market. -
44
Wealthica
Wealthica
Your financial life in one place, automatically. No more wasted time logging into multiple websites. We simplify your financial life by connecting with your financial institutions to save your balances, holdings and transaction history. Wealthica keeps a historical view of how your net worth evolved over time and allows you to easily focus on the big picture while tracking your progress towards your financial, net worth or retirement goals. Track stocks, ETFs, funds, cryptocurrency, private investments and more. Keep track of your portfolio without the hassle. Wealthica makes it simple and automated. Create a budget, export to Google Spreadsheet, Excel or Yahoo! Portfolio, rebalance using Passiv, report on capital gains, income or fees. These are a few of the available Wealthica power-ups. Wealthica is available as a full-featured web app or a mobile companion app on both iOS or Android. With Wealthica, you always have your net worth in your pocket.Starting Price: $11.99 per month -
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QUO
QUO
Manage your portfolios, pre-trade checks and trade in real-time from your positions. Trade all markets with your brokers & banks via our easy-to-use web platform. Aggregate & manage investments across all your banks. Trade 15 million securities across all asset classes globally. Automate pre-trade compliance and risk rules. Referential data covering over 15 million securities. Connect to external systems, consume data, and submit orders. As a cloud-based SaaS platform, QUO is the ideal solution to meet all your work-from-home needs. Manage all client portfolios from anywhere. A holistic view of all your positions and exposures with intraday gains or losses. Access all listed and OTC assets without having to purchase external data. Seamlessly connect to your existing systems. Simply request your bank's relationship managers to be live with QUO and we will take care of the rest. Our specialists will help you tailor the most efficient workflows to maximize your alpha. -
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CubitBlack
Synertree CMS
For our clients and trial users using CubitBlack as a standalone service, many have requested us to demonstrate how to build strategies and model portfolios. From our risk-controlled environment, you can see the market log returns, conditional volatility, rolling volatility, and next five-day forecast using the auto-regressive model. From 2007 to 2014 is the training data set, and there after the testing data set that helps us learn and forecast the market volatility. We applied the VIX front month futures statistics and generate the hybrid conditional volatility for simulations. As you can see, the simulation provides a clear picture of the expected PL distributions using VaR. With the understanding of the market’s variance risk and its volatility forecast, we can move on to learn about opportunities within different sectors, industries, and securities. -
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Dividend Tracker
EKC Software
Dividend Tracker app allows you to create multiple lists of stocks and view their dividend payment history. You can view a stock's prospective yield based on the dividend payment history and sort your stock list by name or yield. The app allows you to enter a number of shares owned for each stock and view annual dividends and upcoming dividend payments. The detail screen allows you to add stock split information and notes for each symbol. You can delete stock categories if they are empty. Go to Settings-> Manage Lists and do a long click on a list name to bring up a List Delete dialog. A simple click will display a List Rename dialog. Dividend Tracker can display an average dividend yield in each stock category. Go to Settings to turn this feature on.Starting Price: Free -
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Track Your Dividends
Track Your Dividends
A company’s dividend payment is a signal of the health, growth, and value of the business. The best dividend spreadsheet isn’t a spreadsheet. Imagine a tool that updates automatically, sends dividend alerts, and shows future payments. That perfectly describes TrackYourDividends. Get Started With the TYD Dividend Safety Score and dividend-focused research, you can be confident your income stream is safe. Our comprehensive diversification analysis, upcoming dividend calendar, and future value tools help you analyze and optimize your portfolio. Break down the TYD Dividend Safety Score, yield history, payout ratios, and a full history of payments. Visualize your favorite fundamentals and the history of common financial metrics.Starting Price: $9.99 per month -
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Simply Safe Dividends
Simply Safe Dividends
Connect your brokerage account, import a spreadsheet, or type in your holdings to track your dividend income, dividend safety, diversification, and more. After a quick setup, you'll be treated with a big picture view of all your accounts and detailed data on each holding — all updated in near realtime, all tailored for the needs of a dividend investor, and all at your fingertips with pinpoint accuracy. The more you dive in, the more you'll find. Nothing is ever more than a click or two away. No getting lost in the bowels of a bulky, slow, poorly-organized site. Everything is neat and tidy so you’re not pulling your hair out managing your portfolio. The core of our service, Dividend Safety Scores™ provide investors with a predictive window into dividend risk to navigate these murky situations.Starting Price: $499 per year -
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PortfolioShop
PortfolioShop
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data AggregationStarting Price: $1500/month