Alpha

Alpha

Public
+
+

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About

Alpha provides AI-powered summaries and recaps of the assets you care about. Just click on the Alpha button at the bottom of any news alerts you receive in your inbox. Now, you can access Alpha on every asset page on Public. Ask any question you have and inform your investment decisions with precise financial data. See how Alpha can enhance your investment research. Instantly access any stock’s financial fundamentals. Screen for bonds based on your investment criteria. Get earnings call summaries right after they happen. Learn why an asset you follow has unusual movement. Find the market’s top movers, gainers, and losers. Public members get free access to Alpha directly within their investing experience. Download the Alpha app and build a watchlist of assets. Alpha synthesizes financial data, enriches it with contextual understanding, and presents it to you through an intuitive, natural language interface.

About

​Portfolio Performance is an open source tool designed to calculate the overall performance of an investment portfolio across all accounts. Users can record the full history of transactions, including purchases, sales, taxes, and fees. It allows updating historical quotes from various sources such as Yahoo Finance, Finnhub.io, Quandl, or AlphaVantage, and also supports scraping quotes from HTML pages or JSON documents. All data is stored in XML for further processing and can be exported as CSV or JSON. Portfolio Performance enables users to rebalance their investment portfolios based on a freely defined asset allocation and supports foreign currency accounts using exchange rates published by the European Central Bank (ECB). It supports importing data from CSV files and PDF documents, and provides detailed reports including statements of assets and performance calculations.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors and individuals requiring an AI solution to get summaries and recaps on their assets to take investment decisions

Audience

Financial enthusiasts requiring a tool to track, analyze, and optimize their diverse investment portfolios across various asset classes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Public
Founded: 2019
United States
public.com/alpha

Company Information

Portfolio Performance
Germany
www.portfolio-performance.info/

Alternatives

Alternatives

Diversiview

Diversiview

LENSELL

Categories

Categories

Integrations

Alpha Vantage
Finnhub
GPT-4
Google Sheets
HTML
JSON
Microsoft Excel
Quandl
XML
Yahoo Finance

Integrations

Alpha Vantage
Finnhub
GPT-4
Google Sheets
HTML
JSON
Microsoft Excel
Quandl
XML
Yahoo Finance
Claim Alpha and update features and information
Claim Alpha and update features and information
Claim Portfolio Performance and update features and information
Claim Portfolio Performance and update features and information