Write-Up

Write-Up

TJPS Software
Kubera Write-Up

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Kubera:

About

The world's most modern portfolio tracker. Track all your assets in one place—traditional & crypto. Supports global banks, brokerages, stocks & currencies. Get your stocks in order. Connect your online brokerage accounts, or add individual stocks to track their value in real-time. Get latest balances from your crypto wallets and exchange accounts, or simply add the coins to track the value of your crypto portfolio in your native currency. Connects to over 20,000 banks worldwide. Kubera uses industry-leading account aggregation technology to give you reliable connectivity to thousands of online banks around the world. Track the value of your homes with real-time market data from Zillow (US only). Track the real-time value of your cars, trucks, and automobiles. Track the estimated market value of the web domain names you own. Kubera supports nearly every global currency. Add your Yens with your Euros to create a global dashboard and see their values in your local currency.
Write-Up:

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.
Kubera:

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
Write-Up:

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
Kubera:

Audience

Individuals or organizations that need a portfolio tracker to manage traditional and crypto assets
Write-Up:

Audience

Companies and professionals searching for a stock portfolio accounting solution
Kubera:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Write-Up:

Support

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

API

Offers API Supported
Write-Up:

API

Offers API Not Supported
Kubera:

Screenshots and Videos

Write-Up:

Screenshots and Videos

Kubera:

Pricing

$12 per month
Free Version Not Supported
Free Trial Supported
Write-Up:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Kubera:

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
Write-Up:

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
Kubera:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Write-Up:

Training

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

Company Information

Kubera
www.kubera.com
Write-Up:

Company Information

TJPS Software
United States
tjpssoftware.com/features.asp
Kubera:

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Kubera:

Categories

Write-Up:

Categories

Write-Up:

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
Kubera:

Integrations

AWS Marketplace Supported
AliExpress Supported
Binance Supported
BitMEX Supported
Bybit Supported
Coinbase Supported
DataCandy Supported
Gate.io Supported
Gemini Supported
HTX Supported
Kraken Supported
KuCoin Supported
Liquid Supported
MetaMask Supported
Nifty Supported
Trust Wallet Supported
Wise Supported
Write-Up:

Integrations

AWS Marketplace Not Supported
AliExpress Not Supported
Binance Not Supported
BitMEX Not Supported
Bybit Not Supported
Coinbase Not Supported
DataCandy Not Supported
Gate.io Not Supported
Gemini Not Supported
HTX Not Supported
Kraken Not Supported
KuCoin Not Supported
Liquid Not Supported
MetaMask Not Supported
Nifty Not Supported
Trust Wallet Not Supported
Wise Not Supported
Kubera:
Claim Kubera and update features and information
Claim Kubera and update features and information
Write-Up:
Claim Write-Up and update features and information
Claim Write-Up and update features and information