Portfolio Tracking

PortfolioPilot aggregates all personal assets—brokerage, retirement, crypto, real‑estate, private equity—into a single dashboard, providing real‑time net‑worth tracking, automated tax optimization, scenario modeling, and AI‑driven portfolio recommendations for self‑directed investors and retirees.

Budget Tracker & Planner is a free online money management tool that tracks financial transactions, monitors spending, and offers insights on monthly habits.

FolioProjects consolidates real‑estate asset, project, risk, and performance data into real‑time dashboards, ESG and incident metrics, and sentiment analytics. It offers AI‑generated reports, automated notifications, API and IoT integration, and stakeholder dashboards for portfolio and asset manager

Insightfolio is an AI-driven portfolio analysis tool that evaluates performance, risk, and diversification. It offers detailed reports, cost evaluation, Monte Carlo simulations for future projections, and personalized recommendations to align investments with individual goals and risk tolerances.

Flowpoint offers a single‑panel dashboard that aggregates key website analytics: top traffic sources, high‑performing pages, real‑time audience by geography, and detailed event timelines. It provides step‑by‑step funnel analysis and session recordings to pinpoint conversion drop‑offs.

intelliAssets aggregates digital asset data into a unified dashboard, offering real‑time portfolio value, detailed P&L, automated allocation charts, risk metrics like beta and VaR, and AI‑driven insights for informed investment decisions and analysis.

Showspace lets users build professional portfolio websites with AI‑generated project descriptions and layouts. It syncs with LinkedIn, offers visibility controls and view analytics, and provides searchable directories for recruiters to discover candidates.

Clockk automatically tracks work hours across Asana, Trello, Jira, and Slack, removing manual timers. It logs real‑time activity, calculates billable hours, and provides detailed reports for invoicing, rate adjustment, and project estimation.

Lingotrack automates language‑learning progress tracking, visualizes study data, and offers a crowdsourced database of foreign media sorted by difficulty. Users log consumption with one‑click or GPT‑powered input, view dashboards, and join community challenges and reviews.

Fiscal.ai Terminal offers a public‑company research platform with global financial data for stocks, ETFs, and funds. It aggregates investor‑relations content, KPI and analyst estimates, delivers AI summaries, customizable dashboards, real‑time feeds, portfolio tracking, notifications, and low‑latenc

Origin Financial centralizes budgeting, investing, and forecasting. It syncs accounts, auto‑categorizes transactions, builds monthly budgets, cancels subscriptions, offers AI financial advice, tracks portfolio performance, models market shifts, and supports shared dashboards for couples, with tax an

Tradesviz is an online trading journal that supports multiple asset classes, offering auto-importing from 200+ brokers, detailed analytics, customizable dashboards, and tools for strategy testing, performance evaluation, and trading goal tracking.

Moning: Wealth Management Platform for Global Asset View & Intelligent Investment Decisions - Enhances Investment Strategy for Maximized Gains.

PortfolioGPT builds customized investment portfolios using GPT‑4.1‑mini based on user inputs such as amount, risk tolerance, horizon, age, goals, and asset preferences. It offers instant recommendations for stocks, ETFs, real estate, and crypto, with backtesting and market data.

Arta is a wealth management platform for accredited investors, offering access to diverse investment opportunities, personalized portfolio management with an AI co-pilot, and educational resources to enhance financial knowledge and strategy comprehension.

Trendspid is a comprehensive trade platform offering technical analysis tools, price alerts, market scanning, backtesting strategies, raindrop charts, unusual option flow tracking, and a 7-day free trial with market data from multiple sources.

Macroaxis Wealth Optimization Platform unifies portfolio construction, analysis, and rebalancing for stocks, ETFs, funds, and crypto. Users build or compare portfolios via prompts or AI, inspect overlap, correlation, concentration risks, and run scenario tests to keep thesis integrity.

Company Tracker is an AI-driven tool for businesses that monitors executive movements, tracks startup funding trends, and provides alerts on layoffs and cybersecurity threats, facilitating strategic decision-making and market analysis.

"Daily Portfolio Updates" is an AI service featuring virtual analyst Deborah. Users receive free daily, 3-minute phone updates on their portfolios for hassle-free, regular investment insights.

7Assets consolidates portfolio data across asset classes, syncing positions nightly from 2,500 banks, auto‑categorizes transactions, updates valuations, flags discrepancies, and auto‑generates unified reports for family offices, wealth managers, and advisors.

Ledger One is a teamwork tool that consolidates project tracking, performance analysis, and user experience management. It focuses on efficient data management and privacy preferences, improving team productivity and simplifying complex workflows.

Workdiary is an AI‑powered career tracker that lets users log achievements, set goals, and manage projects with links, tasks, and outcomes. Copilot generates summaries, performance insights, and milestone alerts to prepare for reviews and interviews.

Jobotrak is a job tracking software that streamlines the application and interview process by managing multiple applications, generating cover and thank-you letters, and providing analytics for monitoring progress—all designed to enhance job seekers' chances of success.

FlowCog automatically syncs accounting data from QuickBooks, Xero, and Puzzle to create dynamic, real‑time financial projections. It replaces spreadsheets with an interactive canvas for revenue, cash runway, and break‑even analysis, enabling rapid what‑if comparisons for startups and small businesse

Fastest Feedback Tool Agencies facilitates collaboration on digital projects by allowing real-time bug reporting directly on the website. It captures essential details, streamlines communication with shareable links, and enhances task management for improved workflow and productivity.

Moontower is an options analytics tool for tracking volatility metrics across multiple asset classes. It features proprietary charts, a position visualizer, a VRP scanner, and educational resources, facilitating informed decision-making for traders.

Nifty is a project management tool that integrates task management, roadmaps, and Gantt charts, facilitating team collaboration, automated data capture, and customizable workflows to enhance productivity and streamline project tracking across various disciplines.

ProgressMagic unifies client data, scheduling, payments, and communication into one dashboard. It automates session notes, generates goals and tasks, tracks progress with milestones, offers real‑time chat, mobile alerts, gamified challenges, analytics, and a built‑in marketing website.

Parthean automates client onboarding, data extraction, and research for financial advisors. Its AI‑powered paraplanner delivers rapid investment reports, risk metrics, tax‑efficiency strategies, and draft plans, while clients access mobile tools for documents and task tracking.

Retainr centralizes client data, tasks, files, and tickets in one dashboard, offering white‑label branding, automated invoicing, real‑time task tracking, and integrations via Zapier and workflow automation. Mobile‑ready, secure, with a built‑in helpdesk.

Pawtrack is a pet care management tool that streamlines health tracking, schedules veterinary visits, maintains vaccination records, and offers AI-powered veterinary assistance, ensuring efficient management of pet wellness and timely healthcare interventions.

Recap is a UK crypto‑tax platform that aggregates all transactions from exchanges and on‑chain wallets, provides real‑time portfolio tracking, automatically calculates HMRC‑compliant gains, and delivers SA108‑ready reports with secure accountant data sharing.

Pitch is an AI‑driven presentation platform for teams, agencies, sales, and marketing. It provides customizable templates, AI text generation, brand asset import, real‑time collaboration, interactive embeds, and integrations with HubSpot, Slack, Notion, Loom, Unsplash. Mobile apps enable on‑the‑go e

NotionVC supplies VC teams with customizable Notion templates for deal‑flow management, fundraising CRM, portfolio tracking, and network oversight. It auto‑imports data and links to Slack for real‑time notifications.

ProductGo is an agile project management tool that enhances user story mapping, roadmap creation, and persona development within Jira. It features dynamic timelines, drag-and-drop task assignment, and integrates with Confluence for improved collaboration and project visibility.

Progr.io centralizes idea and project tracking, allowing notes, tags, attachments, and collaborative sharing. AI transforms briefs into tasks, delivers competitor insights, and suggests features. It’s designed for developers, teams, freelancers, researchers, and founders to streamline workflow and a

Stocknear delivers real‑time U.S. stock and ETF data—including prices, options flow, dark‑pool activity, and news—alongside customizable dashboards, portfolio tracking, and screening tools for active traders and investors, and live index data—S&P 500, Nasdaq, Dow, Russell—for timely market shift det

Talent Protocol creates verifiable talent passports that enhance professional reputation by integrating data from over 50 sources. It generates Builder Scores and allows users to showcase achievements through portable, self-reported resumes and on-chain attestations.

Rocket Money centralizes checking, savings, credit, and investment accounts into one dashboard. It tracks subscriptions, offers cancellation help, provides real‑time spending insights, automatic budgeting, net‑worth and credit monitoring, savings automation, and bill‑negotiation services.

Rize tracks team activity automatically, recording app, window, and URL usage without timers or screenshots. It aggregates data by client, project, and task, and delivers real‑time dashboards and scheduled client‑ready reports for efficient billing and workload monitoring.

FormStory is a web form tracking tool that monitors performance, captures client data, and sends notifications for submitted or broken forms. It provides real-time analytics and retains inputs from abandoned forms to optimize lead capture.

Reviewporto is an AI-powered tool that evaluates user portfolios, offering detailed feedback on strengths and weaknesses. It supports collaboration through public sharing and provides mentor assistance, helping creative professionals optimize their presentations for clients and employers.

Craft is a cross‑platform workspace that lets users draft, organize, and publish content while synchronizing notes, tasks, calendar items, and whiteboards. It embeds AI writing assistance and integrates with Claude, ChatGPT, VS Code, and Apple Shortcuts.

IP Portal Beta is a web platform for managing and licensing intellectual property. It enables users to search, register, and license assets like music and videos, while providing tools for rights management and royalty tracking through AI-driven features.

Atono is a product management platform for roadmap planning, backlog prioritization, sprint planning, release coordination, and feature flag tracking. It links user stories, bugs, and docs, provides changelogs, reporting, and integrations to trace work to production.

Skills Paper is a gamified learning platform for developers to showcase expertise, receive skill rewards, access remote job listings, and foster mentorship through a community blog. Features include ATS-compatible resumes and course recommendations.

Be Your Best tracks athlete vision and decision‑making by measuring scan rate during gameplay. It offers real‑time data, progress tracking, leaderboards, and analytics for coaches and analysts to enhance tactical flexibility and possession control.

Real‑time employee monitoring for Windows, macOS, and Linux. Tracks screens, keystrokes, and apps, offering dashboards, analytics, and reports. Supports office, remote, hybrid, and offline modes with time‑tracking, alerts, SSO, API, and compliance‑ready data retention.

ITONICS is an AI-driven innovation management platform that centralizes idea generation, project management, and strategic foresight. It offers collaborative tools, trend analysis, and portfolio management to enhance organizational innovation workflows while ensuring data privacy and security.

Go Global World centralizes startup scouting, matchmaking, and deal flow for investors and founders. It aggregates submissions, AI‑filters opportunities, provides a standardized one‑page view, daily traction updates, Kanban analytics, and a global investor directory for direct messaging.