VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Zenvesto Review, Pricing, and Features
Zenvesto
Zenvesto is a portfolio and market-monitoring app for stocks and crypto with watchlists, gainers, losers, alerts, and basic research views. It is a lightweight tracking tool, not a full terminal, broker, or tax-accounting system.
Best for
- Retail investors looking for a portfolio dashboard with performance, dividends, news, watchlists, AI analysis, and historical simulations.
- For comparing newer portfolio trackers with a free plan, calculators, and AI or health-score features.
- Investors tracking U.S. stocks, ETFs, crypto, and benchmarks without needing broker sync, tax-grade accounting, or execution.
Watch out
- Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
- Portfolio/watchlist limits, Time Machine usage, AI insights, future API access, and custom integrations vary by plan.
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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 analysis, 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.
- Monitor market news, earnings calendars, stock discussions, analyst ratings, AI analysis, and analyst commentary.
- 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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Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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