LUSIDFINBOURNE
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Related Products
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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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About
Import and track any asset. Analyze your portfolio and trades in real time. Exchange ideas with like-minded people in the community. Add and track any asset including stocks, ETFs, funds, crypto, DeFi investments, real estate, angel investments, luxury collectibles, art and commodities, and more. Use our dividend calendar to track cumulative payouts, see future dividend forecasts, year-on-year growth rate and dividend yield. Plan future cash flows and find out exactly when your payments will arrive. Find the best stocks that fit your dividend portfolio. Get detailed portfolio breakdowns based on geography, industry, and asset class and track all the numbers that matter in one dashboard. Visualize your holdings in clear charts and adjust your investment strategy based on smart data. Exchange ideas with other users and become part of our interactive investment community. Whether polls or stock analysis, there's always something going on.
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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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Platforms Supported
Windows
Not Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Audience
Organizations wanting a next-generation SaaS portfolio management tool
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Audience
Individuals seeking a mobile and web solution to import, manage, and track their assets in real-time
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not 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
Not Supported
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationFINBOURNE
Founded: 2016
United Kingdom
www.finbourne.com/lusid-portfolio-management
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Company Informationgetquin
Germany
www.getquin.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Bitcoin
Not Supported
Coinbase
Not Supported
Ethereum
Not Supported
Kraken
Not Supported
MetaMask
Not Supported
Trade Republic
Not Supported
eToro
Not Supported
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Integrations
Bitcoin
Supported
Coinbase
Supported
Ethereum
Supported
Kraken
Supported
MetaMask
Supported
Trade Republic
Supported
eToro
Supported
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