Write-Up

Write-Up

TJPS Software
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About

Digrin is a free dividend portfolio manager focused on providing dividend growth investors a tool to track and manage their portfolio easily and in real time. Working on a freemium model, having most functionality for free and paid membership available for additional features or supporters. Your portfolio will contain key statistics including internal rate of return and yield on cost. Dividend reinvesting can be set separately for every stock and every dividend separately. Future dividends can be set to be reinvested automatically. A portfolio might be also shared publicly, check out a VR finance portfolio. You can play with a dividend-focused stock screener and filter based on dividend yield, payout ratio, DGR3, DGR5, and sector. You can also limit stocks paying and raising dividends for more than 5, 10, or 25 years. Simple tool to check dividend yield daily. If your desired dividend yield is met, an email is sent to let you know.

About

Stock portfolio accounting for your high net worth clients is a key service in most accounting firms. The challenge, however, is providing this important yet labour-intensive function at a reasonable price. Fortunately, now there’s Write-Up, the #1 selling stock portfolio accounting software. Write-Up software simplifies and speeds up the accounting processes involved in tracking, recording and reporting stock transactions for holding companies, trusts and estates. Simplified year-end procedure and access to historical data. Write-Up allows the user to close a year in both modules and carry forward the open security positions in the broker module to the following year. Prior years are always available for viewing in both modules. Write-Up handles multiple currencies and the corresponding foreign exchange entries to make investment management easy. Write-Up supports the three main types of transactions: broker transactions, banking transactions and adjusting entries.

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

Investors, companies and anyone in need of a tool to manage stocks and check dividend yield daily

Audience

Companies and professionals searching for a stock portfolio accounting solution

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

€7.99 per month
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.3 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.0 / 5
support 5.0 / 5

Reviews/Ratings

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

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Pros & Cons from Real Users

Pros

  • - Clear monthly income from dividends. - Summary of dividends paid for each share. - Nicely graphically processed portfolio statistics. - Lots of statistics in the free version. - There is no limit to the size of the portfolio. - Friendly support.
  • -Graphs -Long term database -Still improving -Nice support -Import / export from brokers
  • -A lot of features for free -Very easy to use, no one will be lost -Beautiful and useful overviews with tables, graphs etc.

Cons

  • Due to the large amount of data, a temporary error will occasionally occur. However, it is soon removed.
  • - Visualization could be better - Pricing policy could be better
  • Maybe just pricing, where you can get more extended features... Anyway the free version is in most cases enough to use.

Training

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

Training

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

Company Information

Digrin
www.digrin.com

Company Information

TJPS Software
United States
tjpssoftware.com/features.asp

Alternatives

Alternatives

Accounting Xpert

Accounting Xpert

Micronetics
EasyACCT

EasyACCT

Intuit
AssetWriter

AssetWriter

FinSoft
Joblogic

Joblogic

Tracer Management Systems

Categories

Categories

Stock Portfolio Management Features

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

Integrations

No info available.

Integrations

No info available.
Claim Digrin and update features and information
Claim Digrin and update features and information
Claim Write-Up and update features and information
Claim Write-Up and update features and information