VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Zenvesto Review, Pricing, and Features
Web-based investment portfolio tracker focused on stocks, ETFs, crypto, and indexes/benchmarks. Core workflows include portfolio dashboards, watchlists, MWR/TWR performance tracking, benchmark comparison, portfolio health scoring, allocation/risk views, AI-powered insights, market news, earnings calendar, CSV transaction import, and a Time Machine historical simulation feature. Zenvesto advertises real-time tracking for 15,000+ US stocks and monitoring for 500+ crypto assets; its supported-exchanges page explicitly documents NYSE and Nasdaq coverage for 10,500+ stocks, so exchange coverage is recorded conservatively. No currently available public API, broker/custodian OAuth sync, trading/execution, tax-lot accounting, wash-sale support, or enterprise compliance certifications were verified; the coming-soon Expert plan advertises future API access and custom integrations. Pricing data uses the official rendered pricing app code: visible plan snippets list finite portfolio/watchlist limits, even though SEO copy also references unlimited portfolios.
Community votes (overall)
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
- Portfolio dashboard for holdings, performance, dividends, news, analyst insights, allocation, top gainers/losers, portfolio health score, and key insights.
- Tracks stocks, ETFs, cryptocurrencies, and indexes/benchmarks, with advertised real-time portfolio tracking for 15,000+ US stocks and cryptocurrency monitoring for 500+ digital assets.
- Supported-exchanges page documents NYSE and Nasdaq coverage for 10,500+ stocks; the landing page also shows a broader 50+ global-exchanges marketing metric without a public exchange list.
- Performance analytics include Money-Weighted Return (MWR), Time-Weighted Return (TWR), simple return, monthly performance breakdown, portfolio analysis, and portfolio performance reports.
- Benchmark comparison against major benchmarks such as S&P, Nasdaq, and Dow.
- Portfolio Health Score and risk/allocation analytics, including sector and asset allocation breakdown and rebalancing alerts.
- Watchlists for stocks and crypto, including top gainers/losers and watched-asset tracking.
- Time Machine historical simulation feature lets users simulate portfolios against real historical data from a chosen past date, subject to plan-based daily limits.
- Market intelligence features include market news, stock discussions, earnings calendar, AI-powered market analysis, AI insights, stock analyst ratings, and analyst insights.
- CSV transaction import for users switching from other portfolio trackers; manual portfolio input is supported for stocks, crypto, and cash.
- Free investment calculators/tools include MWR/XIRR calculator, TWR calculator, CAGR calculator, stock profit calculator, average price calculator, DCA calculator, dividend calculator, and earnings calendar.
- Google sign-in is supported for the web dashboard.
- Security page claims 256-bit SSL encryption for data in transit and at rest; privacy policy says Zenvesto collects account, subscription/billing, and user-input investment data and does not sell personal data.
- Terms describe Zenvesto as an educational tool only and state that market data may be delayed and should not be relied on for real-time trading decisions.
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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Information
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.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
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These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.