Write-Up

Write-Up

TJPS Software
StockFly Write-Up

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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.
Write-Up:

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.
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
Write-Up:

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
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.
Write-Up:

Audience

Companies and professionals searching for a stock portfolio accounting solution
StockFly:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Write-Up:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
StockFly:

API

Offers API Not Supported
Write-Up:

API

Offers API Not Supported
StockFly:

Screenshots and Videos

Write-Up:

Screenshots and Videos

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
Write-Up:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
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
Write-Up:

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
StockFly:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Write-Up:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported
StockFly:

Company Information

StockFly
Founded: 2026
United Arab Emirates
stockfly.app
Write-Up:

Company Information

TJPS Software
United States
tjpssoftware.com/features.asp
StockFly:

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StockFly:

Categories

Write-Up:

Categories

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
Write-Up:

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
StockFly:

Integrations

Gemini Supported
Google Supported
Microsoft Excel Supported
Yahoo Finance Supported
Write-Up:

Integrations

Gemini Not Supported
Google Not Supported
Microsoft Excel Not Supported
Yahoo Finance Not Supported
StockFly:
Claim StockFly and update features and information
Claim StockFly and update features and information
Write-Up:
Claim Write-Up and update features and information
Claim Write-Up and update features and information