LUSID

LUSID

FINBOURNE
+
+

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About

EquiReason is an equity research and market-intelligence platform for self-directed investors, independent analysts and research teams. It combines SEC company filings, XBRL financial data, earnings-call transcripts and market information to help users examine financial performance, ownership activity, trends and company exposure. The platform traces market events through economic mechanisms to potentially affected companies and presents each company verdict with supporting and counter-evidence. Research views include financial statements, valuation context, insider and institutional activity, segment revenue data, company-specific measures and alerts, with evidence linked to its underlying source. EquiReason is available through the web and an iPhone app, with a free plan and paid research tiers. It provides research and decision support, not investment advice.

About

LUSID goes beyond standard portfolio management systems by giving confidence in positions, cash, P&L and exposure, and the tools to drive efficiency in investment operations. With core investment data in a single place, you can easily access positions and cash, produce shadow NAVs, reconcile positions and build bespoke functionality with inbuilt tools. Access all the tools and workflows to carry day-to-day operational processes within the middle and back office - including position life cycle management tools & reconciliations. We offer tax lot accounting, including a suite of P&L statements and cash reports, as well as a shadow NAV. Built on LUSID, which means our PMS is an append-only, immutable data store that captures data with dual time stamps. No data is ever lost, even when deleted. Utilize powerful tools, such as our data virtualization engine, to analyze the data you hold and produce your customizable analytics & reports.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone 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

Self-directed stock investors, independent analysts, finance writers and small research teams covering US equities

Audience

Organizations wanting a next-generation SaaS portfolio management tool

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$49/month
Free plan available. Analyst is $49/month; Research Pro is $89/month. Annual billing is ten months for twelve. Research Pro has a seven-day trial with no card required.
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not 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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

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

Company Information

EquiReason
Founded: 2026
Turkey
equireason.com

Company Information

FINBOURNE
Founded: 2016
United Kingdom
www.finbourne.com/lusid-portfolio-management

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Categories

Financial Research Supported

Categories

Integrations

No info available.

Integrations

No info available.
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