Apps tagged with 'Multi Account Portfolio'

All apps in Apps tagged with 'Multi Account Portfolio' category. Use the filters below to narrow down your search. 
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  1. Folify icon
     1 like

    Folify is a portfolio allocation and rebalancing service for self-directed investors. Holdings from multiple accounts, markets, and asset classes can be organized in one place, including instruments that do not fit broker-specific trackers.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Portfolio example with user-defined segmentation and target allocations
    Segment example, may contain nested segments and holdings
    Calculated steps for portfolio rebalancing
    9 alternatives