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
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
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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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
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not 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 VideosNo images available
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Screenshots and Videos |
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Pricing
$0 (usage limits apply)
Free Version
Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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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
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
Supported
Portfolio Rebalancing
Not Supported
Risk Management
Not Supported
Tax Management
Supported
Technical Analysis
Not Supported
Wash Sale Detection
Not Supported
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Integrations
No info available.
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Integrations
No info available.
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