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Compare Portseido vs TOGGLE Copilot

Portseido - Investment Portfolio Management Software
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Overview

Description

Portseido is a revolutionary and complete portfolio administration platform that simplifies the monitoring of investments and offers precise performance measurement. With Portseido, users ... Read More

TOGGLE Copilot is a powerful and dedicated dashboard that makes it easy to manage your investments and portfolios. With just one click, it integrates with major investing platforms in the ... Read More

Entry Level Pricing
  • Starts from $8 , Billed Yearly
  • Not Available
Free Trial Availability
  • No free trial
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Software Demo

Demo

Portseido has not given any software demo yet

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Features

Total Features

0 Features

5 Features

Unique Features

No features

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    Pricing

    Pricing Option
        Starting From
        • $8 , Billed Yearly
        • Not Available
        Pricing Plans
        • Free

          • Track up to 50 transactions

          • 1 Portfolio

          • Full access to all reports

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        • Plus

          • Track up to 200 transactions

          • 1 Portfolio

          • Full access to all reports

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        • Pro

          • Unlimited transactions

          • Multiple portfolios

          • All Plus tier features

        • Not Available

        Other Details

        Organization Types supported
        • Small Business
        • Freelancers
        • Large Enterprises
        • Medium Business
        • Individuals
        • Small Business
        • Freelancers
        • Large Enterprises
        • Medium Business
        • Individuals
        Platforms Supported
        • Installed - Windows
        • Browser Based (Cloud)
        • Mobile - iOS
        • Mobile - Android
        • Mobile - Windows
        • Installed - Mac
        • Mobile - BlackBerry
        • Browser Based (Cloud)
        • Installed - Windows
        • Browser Based (Cloud)
        • Mobile - iOS
        • Mobile - Android
        • Mobile - Windows
        • Installed - Mac
        • Mobile - BlackBerry
        • Browser Based (Cloud)
        Modes of support
        • 24/7 (Live rep)
        • Business Hours
        • Online
        • 24/7 (Live rep)
        • Business Hours
        • Online
        API Support
        • Not Available
        • Not Available
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        Media and Screenshots

        Screenshots

        No screenshots available.

        TOGGLE Copilot screenshot

        5 Screenshots

        Videos

        No videos available.

        video-0

        1 Videos

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        Frequently Asked Questions (FAQs)

        Stuck on something? We're here to help with all the questions and answers in one place.

        Portseido offers Free Trial, but TOGGLE Copilot does not.

        Portseido is designed for Large Enterprises, Medium Business and Small Business.

        TOGGLE Copilot is designed for Individuals, Large Enterprises, Medium Business and Small Business.

        The starting price of Portseido begins at $8/Month when Billed Yearly, while pricing details for TOGGLE Copilot are unavailable.

        Some top alternatives to Portseido includes Morningstar Office, Personal Capital, Shootih, Beanvest, Portfoliopilot, Stonksfolio, TOGGLE Copilot and Sharesight.

        Some top alternatives to TOGGLE Copilot includes kopilot, Qualified, Workvivo, DataSpark, Contora, CoPilot, Portfoliopilot, Snowball Analytics, Stonksfolio, SharpDash, JCurve and StockTreats.

        Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].