Zenvesto
Consolidates stocks, crypto, and other assets into one dashboard with AI-powered analytics, including portfolio value, daily P&L, sector allocation, health score, watchlists, benchmarking, monthly breakdowns, and historical price comparisons.
A comprehensive investment portfolio tracking platform that consolidates stocks, cryptocurrency, and other assets into a single dashboard with AI-powered analytics. It solves the problem of scattered investment data by providing unified tracking, performance benchmarking, and portfolio health scoring. The platform targets individual investors, financial analysts, and finance teams in both B2C and B2B contexts, suitable for freelancers, startups, and mid-market companies. It is delivered as a SaaS with a free tier and a 7-day trial, emphasizing bank-level security and no broker access.
Key features
- Unified dashboard for stocks and crypto
- Portfolio value and daily P&L tracking
- Sector allocation with rebalancing alerts
- Portfolio health score powered by analytics
- Watchlist for stocks and crypto
- Benchmark against S&P 500, Nasdaq, custom
- Monthly breakdown with TWR-first view
- Time machine for historical price comparison
- Stock details with analyst ratings and targets
- X0.1/day
- Docs
- Consumers general
- Financial services firms
- Freelancers solopreneurs