PackHedge™ vs. StockFly Comparison


PackHedge™ FinLab Solutions SA 5.0 out of 5 stars	StockFly
Learn More about PackHedge™ Update Features for PackHedge™	Learn More about StockFly Update Features for StockFly	Add To Compare	Add To Compare

PackHedge™	StockFly
		Related Products Sharesight Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan). 4.0 out of 5 stars 566 Ratings Visit Website for Sharesight Datasite Diligence Virtual Data Room Datasite Diligence® serves as the hub for conducting due diligence, offering a range of advanced data room technologies to optimize deal-making. By harnessing the power of machine-learning models trained on an extensive repository of over three million documents, you gain a competitive edge in your transactions. With Datasite Diligence, you can accelerate deal closures and approach negotiations with unwavering assurance, unburdened by the complexities of due diligence. The Datasite platform streamlines the sell-side process, automating various manual tasks involved in deal preparation. 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PackHedge™: About PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.	StockFly: About StockFly shows your whole portfolio in any currency you choose, switched in one click. Every buy, sell and dividend is rebuilt at the exchange rate of its own date, so the return stays correct in whichever currency you are reading it, rather than a dollar figure converted at today's rate. Import your history in one upload, see money-weighted returns, compare against indexes and ETFs, and track dividends net of withholding tax. Explorer explains each holding in plain language, including which metrics matter and how to read the chart. Build what-if scenarios, set target allocations, and export tax summaries as PDF or Excel. The whole dashboard is free with no limit on holdings, and Pro is $4.99 a month after 30 days free with no card.
PackHedge™: Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	StockFly: 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 Supported
PackHedge™: Audience Family Offices, Wealth Managers, Investment Managers, Chief Investment Officers, Private & Institutional Banks, Endowment & Sovereign Funds, Pension & Insurance Funds, Funds of Funds, Managed Accounts & Fund Managers.	StockFly: Audience Individual investors who hold stocks and ETFs across more than one currency or broker, and want their real return rather than the number their broker app shows.
PackHedge™: Support Phone Support Supported 24/7 Live Support Supported Online Supported	StockFly: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
PackHedge™: API Offers API Supported	StockFly: API Offers API Not Supported
PackHedge™: Screenshots and Videos View more images or videos	StockFly: Screenshots and Videos View more images or videos
PackHedge™: Pricing $5,000 per year PackHedge™ is a modular solution allowing customers the flexibility to choose the modules they need. Both Fixed and Floating (concurrent user) licences are offered. Free Version Not Supported Free Trial Supported	StockFly: Pricing $0 The entire dashboard is free permanently, with no limit on the number of holdings. Portfolio tracking, money-weighted returns, automatic dividend recording net of withholding tax, benchmark comparison and the broker file import are all on the free tier. Every new account gets 30 days of Pro with no card required. Pro is $4.99 per month or $49 per year (save 18%). Pro adds the year-end tax summary as PDF or Excel, target allocations, what-if scenarios, the plain-language insight cards in Explorer, the AI news brief, and the Value vs Invested and Winners & Losers reports. Nothing is deleted or hidden when a trial or a subscription ends. Free Version Supported Free Trial Supported
PackHedge™: Reviews/Ratings Overall 5.0 / 5 ease 4.7 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews	StockFly: 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
PackHedge™: Pros & Cons from Real Users Pros We have been very happy users for many years using the PackHedge tool to select the funds appropriate for our portfolios with defined risk targets. The portfolio accounting covers every requirement and we have customized internal and client reports in accordance with our needs. We like the stress testing, scenario analysis and other research tools. We also use it as an effective marketing tool. Powerful software which can be used for a broad range of multi-asset portfolio management, fund database, transaction reconciliation, shadow accounting and investment analysis. It's functional off-the-shelf and doesn't require complex implementations, but also has extensive customizations, query and reporting options which enable to model any asset, combine and extract data on an individual or consolidated basis and create all kinds of portfolios and trading simulations. The software can integrate with different fund databases and data sources, and it can be used locally with audit trail and user rights. Very easy to customize to our needs with custom fields, custom time series, custom windows, custom instruments, custom categories, custom reports, etc. The data management functionalities are way ahead of other solutions. The portfolio management and shadow accounting functionalities for mixed assets, together with the workflow tools, the rules & alarms, the contribution analysis by segment, the risk analytics, the stress testing, the due diligence and the powerful reporting, cover all our needs and more. Cons It provides a lot of in depth functionalities and requires time to make the best use of this tool. However, the training and client support help enormously! The most advanced reporting features require designing reports in Jasper. Modelling derivatives and mortgages can be complex. With such a rich range of functionalities, it does require time to learn how to make the best use of PackHedge™.
PackHedge™: Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	StockFly: Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
PackHedge™: Company Information FinLab Solutions SA Founded: 1999 Switzerland www.finlab.com	StockFly: Company Information StockFly Founded: 2026 United Arab Emirates stockfly.app
PackHedge™: Alternatives AlternativeSoft 4.8 out of 5 stars	StockFly: Alternatives Snowball Analytics
PackHedge™: Deriscope 5.0 out of 5 stars	StockFly: Sharesight 4.0 out of 5 stars
PackHedge™: Risk Shell ABC Quant	StockFly: Digrin 4.3 out of 5 stars
PackHedge™: Allvue Allvue Systems	StockFly: Vestiio Vestiio GmbH
PackHedge™: Dynamo Software 4.3 out of 5 stars View All	StockFly: Portfolio 360° Arincen View All
PackHedge™: Categories Cash Flow Forecasting Supported Due Diligence Supported Financial Reporting Supported Financial Risk Management Supported Fund Accounting Supported Hedge Fund Supported Investment Management Supported Private Equity Supported Reconciliation Supported Stock Portfolio Management Supported	StockFly: Categories Stock Portfolio Management Supported
PackHedge™: Stock Portfolio Management Features Billing & Invoicing Not Supported Client Management Supported Data Warehousing Supported For Investment Advisors Supported For Traders Supported Order Management Supported Portfolio Accounting Supported Portfolio Rebalancing Supported Risk Management Supported Tax Management Not Supported Technical Analysis Supported Wash Sale Detection Not Supported Show More Features Financial Reporting Features "What If" Scenarios Supported Audit Trail Supported Balance Sheet Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported Financial Risk Management Features Compliance Management Supported Credit Risk Management Supported For Hedge Funds Supported Liquidity Analysis Supported Loan Portfolio Management Supported Market Risk Management Supported Operational Risk Management Supported Portfolio Management Supported Portfolio Modeling Supported Risk Analytics Benchmarks Supported Stress Tests Supported Value At Risk Calculation Supported Fund Accounting Features Accounts Payable Not Supported Accounts Receivable Not Supported Activity Tracking Supported Asset Management Supported Bank Reconciliation Supported Budgeting & Forecasting Supported Compliance Management Supported Donor Management Not Supported General Ledger Supported Partnership Accounting Not Supported Purchasing & Receiving Not Supported Hedge Fund Features Compliance Management Supported Contact Management Supported Investor Accounting Supported Investor Reporting Supported P&L Calculation Supported Partnership Accounting Not Supported Performance Analysis Supported Portfolio Analysis Supported Portfolio Management Supported Investment Management Features Accounting Management Supported Benchmarking Supported Bonds / Stocks Supported Client Management Supported Commodities Supported Compliance Reporting Supported Data Import / Export Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Supported Modeling & Simulation Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Supported	StockFly: 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 Not Supported Portfolio Rebalancing Not Supported Risk Management Not Supported Tax Management Not Supported Technical Analysis Supported Wash Sale Detection Not Supported
PackHedge™: Integrations Yahoo Finance Supported Bloomberg Supported Gemini Not Supported Google Not Supported Microsoft Excel Not Supported Quandl Supported View All 3 Integrations	StockFly: Integrations Yahoo Finance Supported Bloomberg Not Supported Gemini Supported Google Supported Microsoft Excel Supported Quandl Not Supported View All 4 Integrations
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