San Blas Advisory vs Stockshelf

San Blas Advisory Investor Portal gives you more time to live your life by making it easier to keep track of all your wealth while providing you with the information you need to know at your fingertips. See all your financial accounts and investments in one place at any time. Receive up to date performance information at the security, account, and portfolio level.

Stockshelf is your all-in-one US stocks portfolio tracker. Quickly understand your investment performance—past and present—with powerful visualizations and seamless tracking. Key Features Comprehensive Tracking: Monitor total gains, daily changes, realized returns, and dividend income (including DRIPs) across multiple custom portfolios. AI Smart Import: Skip the manual data entry. Save time by instantly importing your transactions from screenshots, photos, PDFs, or pasted text. Smart Rebalancing: Set target weights for your assets and automatically calculate exactly what you need to buy or sell to maintain your investment strategy. Market Watchlists: Build custom watchlists to track US stock price movements and market trends so you are always ready for your next trade. Secure Cloud Sync: Access your encrypted data seamlessly across all your devices. Enjoy a privacy-focused, intuitive dark theme with secure Google or Apple sign-in. Flexible Subscriptions Start tracking for free with core features, or upgrade to our Basic and Premium tiers to unlock an ad-free experience, unlimited portfolios, and unlimited AI-powered imports. Download Stockshelf today to track, analyze, and optimize your US stock investments! Privacy Policy: https://mystockshelf.com/privacy-policy Terms of Use: https://mystockshelf.com/terms-of-service