+
+

Related Products

  • Sharesight
    546 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • Planview Portfolios
    202 Ratings
    Visit Website
  • Premier Construction Software
    401 Ratings
    Visit Website
  • Planview Software Product Delivery
    2 Ratings
    Visit Website
  • eToro
    31,115 Ratings
    Visit Website
  • Project Insight
    101 Ratings
    Visit Website
  • Rent Manager
    981 Ratings
    Visit Website
  • Planview AdaptiveWork
    706 Ratings
    Visit Website
  • Site24x7
    1,160 Ratings
    Visit Website

About

​Finominal offers a suite of institutional-grade portfolio analysis tools designed to enhance transparency and provide actionable insights for investors across global markets. It encompasses a comprehensive range of functionalities, including fund and security analysis, portfolio construction, and backtesting. Key tools such as the Portfolio Analyzer allow users to benchmark performance, assess factor exposures, and evaluate diversification. The Fund Reviewer and Fee Reducer assist in comparing mutual funds or ETFs and identifying cost-effective alternatives. For deeper insights, the Alpha Analyzer and Performance Benchmarker evaluate securities' performance metrics, while the Diversification Booster and Risk Scorer aid in optimizing portfolio composition. Finominal's Index Customizer and Volatility Optimizer facilitate tailored portfolio construction, and the Time Machine tool enables historical strategy backtesting.

About

​PortfoliosLab is a comprehensive platform designed to help users build, analyze, and manage their investment portfolios with an intuitive, data-driven approach. It offers a suite of tools for performance analysis, including portfolio analysis, portfolio performance, and stock comparison, allowing users to backtest portfolio returns, drawdowns, and various risk characteristics, and compare them to benchmarks. Risk analysis tools help estimate stock volatility and reduce the likelihood of sudden losses. Optimization features like asset correlations, portfolio optimization, risk parity optimization, and Hierarchical Risk Parity (HRP) optimization utilize advanced mathematical algorithms and financial models to generate optimal investment portfolios balancing desired returns with acceptable risk levels.

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

Institutional investors and financial analysts searching for a tool providing portfolio analysis, optimization, and research-driven investment strategies

Audience

Independent financial advisors interested in a solution to analyze, optimize, and present client portfolios with professional-grade insights

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

$120 per month
Free Version
Free Trial

Pricing

$7.99 per month
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

Finominal
Founded: 2017
United Kingdom
finominal.com

Company Information

PortfoliosLab
Founded: 2018
The Netherlands
portfolioslab.com

Alternatives

Diversiview

Diversiview

LENSELL

Alternatives

Diversiview

Diversiview

LENSELL

Categories

Categories

Integrations

Microsoft Excel

Integrations

Microsoft Excel
Claim Finominal and update features and information
Claim Finominal and update features and information
Claim PortfoliosLab and update features and information
Claim PortfoliosLab and update features and information