San Blas Advisory vs Portfolio Visualizer

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.

Download & add your first holding now. With PortVisio, you can: - Visualize daily & lifetime performance, instantly. - Spot over-allocation by sector and asset class. - Get notified about large stock or portfolio movements. - Get access to crowd-sourced intelligence about our community's holdings. - Add Widgets to your Home Screen to monitor your portfolio in real time - Import & Export your holdings PortVisio Pro gives serious investors even more: - Unlimited holdings - Multiple portfolios with single or cross-portfolio views - Cross-device synchronization - Portfolio Backups PortViso is one of the fastest-growing indie apps with new releases every couple of weeks. Always private & secure. See your portfolio differently. --------------------------------------------------------------------------- PortVisio FREE is limited to 4 holdings plus a cash position. PortVisio Pro is $1.99/month with a 3-day free trial or $17.99/year with a 7-day free trial and provides unlimited holdings across multiple portfolios. Payment is charged to your Apple ID account at confirmation of purchase. Subscriptions renew automatically unless canceled before the end of the current period. Manage or cancel your subscription anytime in your App Store account settings. Terms of Use: https://portvis.io/terms Privacy Policy: https://portvis.io/privacy Questions or ideas? We read everything: notifications@portvis.io