Audience

Individual investors, retail traders, long-term investors, portfolio-focused households, and anyone who wants a simple way to track and analyze stocks, ETFs, and crypto in one place.

About Zenvesto

Zenvesto is an investment portfolio tracking and analytics platform that helps investors see their full financial picture in one clean dashboard. Users can track stocks, ETFs, and cryptocurrencies across multiple portfolios, monitor performance over time, compare results against benchmarks, and understand allocation, diversification, and portfolio risk at a glance.

The platform includes features such as portfolio health scoring, top gainers and losers, monthly performance breakdowns, watchlists, market insights, and stock research tools.

Zenvesto is designed to simplify portfolio management by turning scattered investment data into clear, visual, actionable insights, so investors can make better decisions faster.

Pricing

Starting Price:
$8.99/month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews - 4 User Reviews

Overall 5.0 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.8 / 5
support 5.0 / 5

Company Information

Zenvesto
Founded: 2025
Canada
zenvesto.com

Videos and Screen Captures

Zenvesto Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online

Zenvesto Frequently Asked Questions

Q: What kinds of users and organization types does Zenvesto work with?
Q: What languages does Zenvesto support in their product?
Q: What kind of support options does Zenvesto offer?
Q: What type of training does Zenvesto provide?
Q: Does Zenvesto offer a free trial?
Q: How much does Zenvesto cost?

Zenvesto Product Features

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management

Zenvesto Verified User Reviews

Write a Review
  • A Zenvesto User
    Operations Executive
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Portfolio health score on the dashboard is a great addition."

    Posted 2026-05-08

    Pros: Beyond basic tracking, I like that Zenvesto gives more insight into performance, portfolio changes, and allocations. It feels more focused than generic finance apps, and I really like the portfolio health score and the monthly breakdown of my investments.

    Cons: I would like deeper analytics on some stock page level.

    Overall: Solid portfolio management software for investors who want both tracking and useful portfolio insights.

    Read More...
    Reply from Zenvesto
    Posted 2026-05-08
    Thanks so much for the thoughtful review! We’re glad to hear Zenvesto’s portfolio health score, allocation insights, and monthly investment breakdown are helping you go beyond basic portfolio tracking. Deeper stock-level analytics are definitely on our roadmap as we continue improving Zenvesto as a portfolio management and investment tracking tool. We appreciate your feedback and support!
  • A Zenvesto User
    Engineer
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Powerful benchmarks, and a very clean dashboard"

    Posted 2026-05-01

    Pros: What I liked most is that Zenvesto is not just a basic portfolio tracker. The dashboard is clean, the watchlist is excellent, and the portfolio views make it easy to understand what is happening. The benchmark feature was one of my favorite parts because it uses Time-Weighted Return (TWR), so comparisons are more useful. I could benchmark against the S&P 500, Nasdaq, or even a custom stock like NVDA, and having multiple benchmarks on the same chart made the feature even better.

    Cons: so far so good but I would like to see yearly subscription with discounts, currently it’s monthly subscription.

    Overall: Overall, Zenvesto is a very solid investment portfolio tracker if you want a cleaner way to follow your portfolio, build watchlists, and compare performance against both market indexes and custom benchmarks.

    Read More...
    Reply from Zenvesto
    Posted 2026-05-08
    Thanks so much for the detailed review! We’re happy to hear Zenvesto’s clean dashboard, watchlist, portfolio views, and TWR-based benchmarking are helping you track and compare your investments more clearly. Yearly plans with a discount are a great suggestion and something we’re considering as we continue improving our pricing options. We really appreciate your support and feedback!
  • A Zenvesto User
    Junior Data Analyst
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Excellent Portfolio Tracking Tool for Modern Investors "

    Edited 2026-04-23

    Pros: Easy-to-use and clean interface. Supports multiple asset types (stocks, ETFs, crypto).Helpful analytics and portfolio insights. All investments in one place .Good for both beginners and experienced users

    Cons: Still a relatively new platform, so features are growing. Limited user community and reviews so far

    Overall: Zenvesto is a promising and well-designed portfolio management tool. It simplifies investment tracking and provides valuable insights in one place. With more updates and growth, it has strong potential to become a top platform for investors. Highly recommended!

    Read More...
    Reply from Zenvesto
    Posted 2026-04-27
    Thanks a lot for the review <3, and yes we're in the early stages and activity developing. <3
  • A Zenvesto User
    Staff Engineer
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The Portfolio Tracking Tool I Wish I Had Earlier"

    Edited 2026-04-21

    Pros: This is one of the best financial tracking tools I have used. I can track everything in one clean dashboard. I like the portfolio ranking score, the ability to add custom fields, and the monthly breakdown with benchmarks all laid out beautifully.

    Cons: It seems they’re still new, but they’re eager to help. There was a stock I wanted to track that wasn’t on the platform, and they added it for me.

    Overall: I got personal help during onboarding, and the process was smooth and easy. Within a few minutes, I was able to manage and track my investments. I have multiple portfolios, and I added them all successfully.

    Read More...
    Reply from Zenvesto
    Posted 2026-04-22
    Thanks so much for the review, glad you liked it.
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