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About

Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier to automatically keep track of your portfolio.

About

Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments.

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

Enterprises and professionals seeking a private wealth service solution to keep track of all their assets

Audience

Investors who want to gain insight into the risk-return profile of their investments

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

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.5 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.5 / 5
support 4.5 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.0 / 5

Pros & Cons from Real Users

Pros

  • Very intuitive to use! I love it! Saves me a lot of time. Let me track my investments easily. Much better than my old spreadsheet. Super useful. Gives lot of flexibility to analyze my returns across assets and investments.
  • I can track anything I'm holding right now. Although it's still in beta, I'm getting a lot out of it compared to the other tools I've tried and to my old spreadsheet. It has cool tagging options, so I can organize my holdings by buckets.

Cons

  • Still missing quite a lot of functionality. supports US dollar only. The solution is still basic. Mainly for investment tracking. not for budgeting or day-to-day financials.
  • I'd like more insight into my stock portfolio. I guess that'll come sometime.

Pros & Cons from Real Users

Pros

  • Nice interface. Ease of use. Good tools provided to help investors of any level. Highly recommend. Happy to see any improvements in the future. Pricing plans are very reasonable too.

Cons

  • No portfolio integration. Not able to trade directly off charts.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Claritus
United States
claritus.io

Company Information

Statmetrics
Founded: 2010
Germany
www.statmetrics.org

Alternatives

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PackHedge™

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Arbor Portfolio Manager

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Risk Shell

Risk Shell

ABC Quant

Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Algorithmic Trading Features

2-Click Trading
Analyst on Demand
Auto Fibs
Auto Trend Lines
Backtesting
Basket Trading
Drawing Tools
Pattern Tools
Stock Screener
Trading From Charts

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Bank of America Business Advantage
Charles Schwab
Chase Business Complete Banking
Fidelity
Interactive Brokers
Robinhood
TD Ameritrade
Vanguard
Wells Fargo Business Checking

Integrations

Bank of America Business Advantage
Charles Schwab
Chase Business Complete Banking
Fidelity
Interactive Brokers
Robinhood
TD Ameritrade
Vanguard
Wells Fargo Business Checking
Claim Claritus and update features and information
Claim Claritus and update features and information
Claim Statmetrics and update features and information
Claim Statmetrics and update features and information