★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Zenvesto Review, Pricing, and Features
Zenvesto is a web-based stock, ETF, crypto, and benchmark portfolio tracker built around dashboards, watchlists, performance metrics, portfolio health scoring, AI-powered insights, market news, earnings calendars, CSV imports, and historical simulation. It fits stock portfolio tracker and AI portfolio tracker intent, but current public evidence supports conservative U.S. exchange coverage, finite plan limits, and manual or CSV workflows rather than broker sync. It is useful when a modern dashboard and guided analysis matter more than tax-grade accounting or execution. It is not a broker, public API today, custodian sync product, wash-sale engine, or professional portfolio accounting system.
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Pricing
Free • From $8.99/mo · 14-day trial · 4 plans
Free
Starter plan with essential portfolio tracking tools.
Plus
Paid plan for investors who want higher portfolio/watchlist limits and deeper analytics.
Investor
Higher paid tier with larger portfolio/watchlist limits and priority support.
Expert
Announced coming-soon tier with the largest listed limits plus API access and custom integrations.
Key features
- Tracking stocks, ETFs, crypto, cash, and benchmarks in a web dashboard with holdings, performance, dividends, news, analyst context, allocation, and top gainers or losers.
- Verified NYSE and Nasdaq coverage for U.S. stocks while treating broader global-exchange marketing claims conservatively.
- Metrics for performance with MWR, TWR, simple return, monthly performance breakdowns, portfolio analysis, and portfolio performance reports.
- Comparison tools for portfolios against major benchmarks such as S&P, Nasdaq, and Dow.
- Portfolio Health Score, risk views, sector allocation, asset allocation, key insights, and rebalancing alerts where plan access allows.
- Tools for building watchlists for stocks and crypto, including top gainers, top losers, and watched-asset tracking.
- Time Machine to simulate portfolios against historical data from a chosen date, subject to daily plan limits.
- Monitoring market news, earnings calendars, stock discussions, analyst ratings, AI-powered market analysis, AI insights, and analyst insights.
- Import support for transactions through CSV or manual entry; no live broker OAuth sync, trade execution, tax-lot accounting, or wash-sale support was verified.
- Tier limits for portfolios, holdings, watchlists, stocks per watchlist, Time Machine runs, AI features, future API access, and custom integrations.
FAQ
Is Zenvesto free?
Not entirely. Zenvesto includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 14-day free trial is available on select plans.
Who is Zenvesto best for?
Zenvesto is built for Retail Traders, Pro Retail, Long-term Investors, Index/Passive Investors, Dividend Investors, Swing Traders + 1 more. It suits beginner and intermediate users.
What platforms and connections does Zenvesto support?
You can use Zenvesto on Web. Integrations include Google Sign-In.
Which markets does Zenvesto cover?
Zenvesto covers North America. Examples include US. It tracks Stocks, ETFs, Cryptos, and Other. Identifiers include Ticker.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
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- Twitter / X: @Jera_Value
- Website: Jera Value
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