Arbor Portfolio Manager

Arbor Portfolio Manager

Arbor Financial Systems
Redstone

Redstone

Redstone Markets
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+

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About

Arbor Portfolio Manager (APM) provides hedge funds and family offices with detailed trade and position management. Crypto Portfolio Management (Crypto PMS) is embedded, so you can manage traditional and digital assets together on one platform, giving you years of future proof investing. This includes in-depth portfolio analysis, performance, compliance, order management and middle office functions. Realtime, mobile and portal reporting give you constant access to your funds. Our hedge fund crypto portfolio management system includes listed and derivative coverage along with many client driven refinements for institutional grade management. Broad exchange connections, API, FIX and multiple market data feed choices enable us to build our Portfolio Management System to your needs.

About

Redstone is a web-based portfolio analytics and investment research product for self-directed investors, analysts and people learning portfolio theory. It provides return and risk measures for about 2,900 U.S. stocks and 1,200 ETFs, including Sharpe ratio, maximum drawdown, volatility and correlations. Users can screen securities, compare tickers, build and share portfolios, review allocations, and backtest portfolios against historical data and benchmarks. Public ticker data and comparisons are available without an account. Free and paid plans add portfolio capacity, optimization tools, private portfolios and watchlists. A free, read-only Model Context Protocol (MCP) server lets compatible AI assistants retrieve metrics, screen or compare securities, look up portfolios and run backtests. Data refreshes daily after the U.S. market close. Redstone is for informational and educational use, not investment advice.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Buy side institutions searching for a trade and position management solution including crypto portfolio mangement

Audience

Individual self-directed investors, analysts and students learning portfolio theory.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$1,500
Based on usage not AUM
Free Version Not Supported
Free Trial Supported

Pricing

$0/month
Starter is $0/month and includes 5 portfolios, 10 assets per portfolio, and 3 daily optimizations. Plus is $15/month with 25 portfolios, 25 assets per portfolio, and 50 daily optimizations. Pro is $50/month with unlimited portfolio and asset capacity and daily optimizations. Annual billing is advertised with a 17% saving.
Free Version Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Arbor Financial Systems
Founded: 2007
arborfs.com/hedge-fund-software-portfolio-management-system/

Company Information

Redstone Markets
Founded: 2025
United States
redstonemarkets.com

Alternatives

Alternatives

Diversiview

Diversiview

LENSELL

Categories

Categories

Portfolio Analysis Supported

Hedge Fund Features

Compliance Management Supported
Contact Management Not Supported
Investor Accounting Not Supported
Investor Reporting Not Supported
P&L Calculation Supported
Partnership Accounting Not Supported
Performance Analysis Supported
Portfolio Analysis Supported
Portfolio Management Supported

Stock Portfolio Management Features

Billing & Invoicing Not Supported
Client Management Not Supported
Data Warehousing Not Supported
For Investment Advisors Not Supported
For Traders Supported
Order Management Supported
Portfolio Accounting Supported
Portfolio Rebalancing Not Supported
Risk Management Not Supported
Tax Management Not Supported
Technical Analysis Not Supported
Wash Sale Detection Supported

Integrations

Binance Supported
BitMEX Supported
Bloomberg Supported
Claude Not Supported
CoinGecko Supported
Coinbase Supported
Deribit Supported
Fireblocks Supported
HTX Supported
Kraken Supported
Kraken Supported
KuCoin Supported
Model Context Protocol (MCP) Not Supported

Integrations

Binance Not Supported
BitMEX Not Supported
Bloomberg Not Supported
Claude Supported
CoinGecko Not Supported
Coinbase Not Supported
Deribit Not Supported
Fireblocks Not Supported
HTX Not Supported
Kraken Not Supported
Kraken Not Supported
KuCoin Not Supported
Model Context Protocol (MCP) Supported
Claim Arbor Portfolio Manager and update features and information
Claim Arbor Portfolio Manager and update features and information
Claim Redstone and update features and information
Claim Redstone and update features and information