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.
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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
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?
Portfolio 360° works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Portfolio 360° support in their product?
Portfolio 360° supports these languages: English and Arabic.
Q: What kind of support options does Portfolio 360° offer?
Portfolio 360° offers support via 24/7 live support and online.
Q: What other applications or services does Portfolio 360° integrate with?
Portfolio 360° integrates with: Charles Schwab, Fidelity, Interactive Brokers, and Robinhood.
Q: Does Portfolio 360° have a mobile app?
Yes, Portfolio 360° has a mobile app for Android and iPhone.
Q: What type of training does Portfolio 360° provide?
Portfolio 360° provides training in the form of documentation.
Q: Does Portfolio 360° offer a free trial?
Yes, Portfolio 360° offers a free trial.
Q: How much does Portfolio 360° cost?
Pricing for Portfolio 360° starts at $29.57/month.
