LUSID

LUSID

FINBOURNE
+
+

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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.

About

​TuringTrader is a platform designed to empower individual investors by providing diversified, do-it-yourself investment portfolios aimed at achieving steady returns while minimizing losses over the long term. It offers a variety of portfolios tailored to different investment goals and risk appetites, including conservative, balanced, and aggressive strategies. The "Stocks on a Stroll" portfolio combines a momentum strategy on individual stocks with a managed bond strategy, rebalancing positions weekly to maintain low volatility. The "All-Stars XL" portfolio seeks a balance between high returns and low risk by diversifying across asset classes and investment styles such as momentum, mean-reversion, and volatility targeting, with daily rebalancing. For more aggressive investors, the "All-Stars Leveraged" portfolio utilizes leverage to deliver higher returns, combining momentum strategies with mean-variance optimization to manage risk.

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

Investors requiring a tool to manage their financial operations by utilizing diversified, actively managed investment portfolios

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

No information available.
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

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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

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

Company Information

TuringTrader
United States
www.turingtrader.com

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Categories

Categories

Integrations

No info available.

Integrations

No info available.
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