LUSIDFINBOURNE
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Related Products
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About
GuruFocus is the most comprehensive value investing website available. It contains broad collections of data and tools for investors who pick stocks based on the performance and valuation of the underlying business. With its combination of historical, financial and valuation data, powerful screeners, charts and comparison tools, investors can make smarter long-term decisions. GuruFocus also provides in-depth data and analysis on the portfolios and trading histories of institutional investors and company executives, as well as macro-economic data, total market valuations, industry/sector data and more to help investors gain a better understanding of market cycles and overall valuations. GuruFocus publishes a variety of financial news, investment analyses and opinions from market experts to guide investors on their investing journey. GuruFocus.com is dedicated to value investing.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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
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Audience
Investors and companies looking for a value investing website to pick stocks based on performance
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Audience
Organizations wanting a next-generation SaaS portfolio management tool
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationGuruFocus
Founded: 2004
United States
www.gurufocus.com/about
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Company InformationFINBOURNE
Founded: 2016
United Kingdom
www.finbourne.com/lusid-portfolio-management
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Integrations
No info available.
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Integrations
No info available.
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