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About

The Intelligent Portfolio Tracker For Australian Investors. Get instant access to our full suite of investment portfolio tracking, analytics & reporting tools. Add up to five portfolios into your account | Access on website & mobile app. Add and analyze stocks and funds from the ASX, NASDAQ & NYSE, plus more. Use your account’s custom email address to auto-update your portfolio with new trades + automate dividend income reporting.

About

PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data Aggregation

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

Australian stock traders

Audience

Hedge Funds, Fund Administrators, Prime Brokers, Investment Advisers

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

$1500/month
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 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

Navexa
Founded: 2017
Australia
www.navexa.io

Company Information

PortfolioShop
Founded: 1998
United States
www.portfolioshop.com

Alternatives

Alternatives

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PackHedge™

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Arbor Portfolio Manager

Arbor Portfolio Manager

Arbor Financial Systems
FundCount

FundCount

FundCount Americas
PFS-Paxus

PFS-Paxus

Pacific Fund Systems

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

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Xignite

Integrations

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Xignite
Claim Navexa and update features and information
Claim Navexa and update features and information
Claim PortfolioShop and update features and information
Claim PortfolioShop and update features and information