T-Advisor

T-Advisor

TechRules
+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • TradingView Stock Widgets
    16 Ratings
    Visit Website
  • DXcharts
    28 Ratings
    Visit Website
  • eToro
    31,115 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Summ
    792 Ratings
    Visit Website
  • Elation Health
    88 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • IUX
    927 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website

About

StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...

About

The ‘ robo advisor ’ for freelance and smart investors has developed new tools based on artificial intelligence and machine learning to provide quality data for its users. The new T-Advisor lite interface focuses its design on usability. We know that T-Advisor is a great solution, but sometimes complex. Therefore, we have listened carefully to the demands of users and have created a two-level interface: lite and full. T-Advisor lite shows the main information of its portfolios with a clear graph of its evolution in different periods. We know from our users that this is the most useful part. They like all T-Advisor tools, But they were asking us for an interface to better focus on their performance. But the lite interface have another remarkable evolution: below the interface of each portfolio and its graphics, you can find several modules with information about other assets that other people invest in who also invest in the same shares and funds as you.

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

Individual Investors, Investment Advisors

Audience

Financial institutions and investors requiring a solution to manage their clients and investments

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

$74.99 per year
14-day free trial - no signup or credit card required. Then $74.99 / year.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 1.5 / 5
ease 1.6 / 5
features 1.4 / 5
design 1.6 / 5
support 1.8 / 5

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

Pros & Cons from Real Users

Pros

  • Same as other recent reviews, no longer works for anything and support saying they are fixing but left with an app that sucks 20% cpu and does nothing, no stock price updates, GUI was changed and can't see anything in one screen without scrolling.
  • Using the app for over a year. It only had a couple of minor quirks, but worked well and met my needs for tracking. Since new management took over it went downhill and now no longer gets quotes. Support is reasonably quick, though no solutions, just blaming Yahoo for issues.
  • Nothing works any longer. I have been using this app for years. The new ownership of this app, not only ruined the UI, nothing works any longer; no more update of the quotes or calculation of day gains with yahoo finance. When you get in touch with support, you get the same useless message. My subscription is coming to en end this month, so at least I won't have to waste $75 for renewal.
  • Nothing at present. This software is no longer fit for purpose which is a real shame as it used to be one of my favourite programs.
  • Easy to use for stocks, but a real mess for bonds or unlisted funds. Nice graphs when they are correct. Good data feeds.

Cons

  • My renewal is also coming up soon and will be moving to something else.
  • New management wasted effort working on the UI and not adding new functionality and they broke the online sync.... iPad/iPhone apps were not great, but at least tolerable. Basically its a Stock tracker app that has not received any quotes going on 3 weeks now.
  • Nothing works and no words from support for a fix; it has been this way since the company got sold.
  • After many years of enjoying what was a solid monitoring tool, the latest versions (since change of CEO ??) has. been an absolute disaster. No longer can I synch between laptops, the Yahoo feed is broken and now not updating. They issued an update recently which had to be pulled - do they not test their software before releasing it. Although I paid for a year's subscription in April 2023, they demand another £37 today (31 Jul 2023). They don't make it clear what version you're on. God, how I miss MS Money 2005 !!!
  • The new version is a complete disaster in terms of synchronization, the data is completely different between the Mac and the iPhone for the same account. Their client service is very nice, but the issue has been ongoing for two months and still no fix or news. The asset allocation graphs by asset class or categories has bugs.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

StockMarketEye
Founded: 2008
United States
www.stockmarketeye.com

Company Information

TechRules
www.techrules.com/es/t-advisor-desarrolla-nuevas-herramientas-basadas-en-inteligencia-artificial/

Alternatives

Alternatives

Orion

Orion

Orion Advisor Technology
Fidelity

Fidelity

Fidelity Investments
Windham Portfolio Advisor

Windham Portfolio Advisor

Windham Capital Management
DrillPoint Reports

DrillPoint Reports

Capital Business Solutions

Categories

Categories

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

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

Integrations

No info available.

Integrations

No info available.
Claim StockMarketEye and update features and information
Claim StockMarketEye and update features and information
Claim T-Advisor and update features and information
Claim T-Advisor and update features and information