LUSID

LUSID

FINBOURNE
StockMaster

StockMaster

Supertech
+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • QUODD
    1 Rating
    Visit Website
  • ChatD&B
    Visit Website
  • D&B Credit Insights
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Kitecyber
    55 Ratings
    Visit Website
  • D&B Finance Analytics
    798 Ratings
    Visit Website

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.

About

StockMaster was first developed in 1996 and since then it evolved into the Australia's leading and best-selling portfolio management software. It was designed specifically for investors who want to manage their investments and generate tax reports with ease. With its unique trade record system, you can easily record and report trade activities and dividends in a portfolio. Combined with its online charting and query system, you can simply plot and perform ad-hoc query on shares on the fly. StockMaster is more than just a portfolio management software, it includes the cash book and property management which allows you to track your daily cash transactions and income and expenses for your investment properties to make a complete investment management package. Real time tracking shares, managed funds, warrants, options, CFD, fixed interests..etc. Analyse your dividend income cashflow and imputation credit in next 12 months, and asset allocation in your portfolios.

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

Organizations wanting a next-generation SaaS portfolio management tool

Audience

Portfolio management solution for investors who want to manage their investments

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

No information available.
Free Version
Free Trial

Pricing

$220 per year
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 3.0 / 5
ease 3.0 / 5
features 3.5 / 5
design 3.0 / 5
support 2.5 / 5

Pros & Cons from Real Users

Pros

  • Not cloud based. Please lengthen this text to 100 characters but I can't find anything positive to say about this software.
  • Very good reports, including income, capital gains and performance. Holding reports are also good, filtering is functional.

Cons

  • Clunky interface and very limited options for personalisation for longer term investments.
  • Doesn't handle ETF and Fund income data very well. Ruins the whole income report.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Supertech
Founded: 1996
Australia
supertech.com.au/stockmaster.html

Alternatives

PackHedge™

PackHedge™

FinLab Solutions SA

Alternatives

Solvas Portfolio

Solvas Portfolio

Alter Domus Data Solutions Inc.
Atom

Atom

Atom Finance
Paragon

Paragon

corfinancial

Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

No info available.

Integrations

No info available.
Claim LUSID and update features and information
Claim LUSID and update features and information
Claim StockMaster and update features and information
Claim StockMaster and update features and information