Portalis

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Portalis is a Windows portfolio management application designed for individual investors who want a clear and efficient way to track and analyze their investments. It brings portfolios, transactions and performance into one place, with detailed historical tracking and portfolio valuation. Portalis provides access to market and fundamental data to help users analyze their holdings and better understand the companies they invest in. Features include company comparison, fundamental indicators, dividend tracking and analysis, ETF composition insights, multi-currency support, portfolio history and investment performance monitoring. Unlike fully cloud-based portfolio trackers, Portalis keeps personal portfolio data locally on the user's computer. Market and financial data are retrieved from professional data sources, combining privacy with access to up-to-date financial information. Portalis is available in Free and Premium versions.