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, and Time Machine limits vary by plan; Expert lists unlimited allowances.
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Pricing
Free • From $89.88/yr · 4 plans
Free
Free portfolio tracking with limited portfolios and simulations.
Plus
Plus billed monthly.
Investor
Investor billed monthly.
Expert
Expert billed monthly.
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, and Time Machine runs; Expert lists unlimited allowances.
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.
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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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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