PORTIA
5.1#81 in portfolio management softwareSelf-hosted
Visit| Fact | PORTIA | Snowball Analytics |
|---|---|---|
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Performance reporting | Yes | Yes |
| Purpose | PORTIA is a middle-to-back-office investment operations platform for investment managers. | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. |
You want what its maker publishes above — check its page for the details.
It suits long-term retail investors who want an overview of investments across supported assets and broker connections. It may also help investors tracking dividend income or reviewing performance, risk and diversification.