Write-UpTJPS Software
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Related Products
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About
Stock Expert AI is a free US-stock research platform for self-directed investors. Public stock pages combine company information and dated AI-written analysis. Eligible companies may have a current five-pillar MoonshotScore, which summarizes research factors rather than predicting returns. Stock pages, screeners and the Journal archive are readable without an account. A free account adds watchlists, portfolio tools, Moon AI chat, War Room chat and paper trading. AI tools have rolling 24-hour limits: 30 Moon AI conversations, 30 War Room messages and 5 portfolio scans. Price refreshes, score calculation dates and AI write-up dates are distinct. New Journal editions are paused. Pricing and methodology are documented on the website. Educational research; not a broker or registered investment adviser.
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About
Stock portfolio accounting for your high net worth clients is a key service in most accounting firms. The challenge, however, is providing this important yet labour-intensive function at a reasonable price. Fortunately, now there’s Write-Up, the #1 selling stock portfolio accounting software. Write-Up software simplifies and speeds up the accounting processes involved in tracking, recording and reporting stock transactions for holding companies, trusts and estates. Simplified year-end procedure and access to historical data. Write-Up allows the user to close a year in both modules and carry forward the open security positions in the broker module to the following year. Prior years are always available for viewing in both modules. Write-Up handles multiple currencies and the corresponding foreign exchange entries to make investment management easy. Write-Up supports the three main types of transactions: broker transactions, banking transactions and adjusting entries.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Self-directed investors researching US stocks and tracking personal portfolios.
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Audience
Companies and professionals searching for a stock portfolio accounting solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
$0 (usage limits apply)
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationStock Expert AI
www.stockexpertai.com
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Company InformationTJPS Software
United States
tjpssoftware.com/features.asp
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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