Audience

Individual investors, retail traders, long-term investors, portfolio-focused households, and anyone who wants a simple way to track and analyze stocks, ETFs, and crypto in one place.

About Zenvesto

Zenvesto is an investment portfolio tracking and analytics platform that helps investors see their full financial picture in one clean dashboard. Users can track stocks, ETFs, and cryptocurrencies across multiple portfolios, monitor performance over time, compare results against benchmarks, and understand allocation, diversification, and portfolio risk at a glance.

The platform includes features such as portfolio health scoring, top gainers and losers, monthly performance breakdowns, watchlists, market insights, and stock research tools.

Zenvesto is designed to simplify portfolio management by turning scattered investment data into clear, visual, actionable insights, so investors can make better decisions faster.

Pricing

Starting Price:
$8.99/month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Zenvesto
Founded: 2025
Canada
zenvesto.com

Videos and Screen Captures

Zenvesto Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online

Zenvesto Frequently Asked Questions

Q: What kinds of users and organization types does Zenvesto work with?
Q: What languages does Zenvesto support in their product?
Q: What kind of support options does Zenvesto offer?
Q: What type of training does Zenvesto provide?
Q: Does Zenvesto offer a free trial?
Q: How much does Zenvesto cost?

Zenvesto Product Features

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management