StockMaster

StockMaster

Supertech
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About

StockMaster was first developed in 1996 and since then it evolved into the Australia's leading and best-selling portfolio management software. It was designed specifically for investors who want to manage their investments and generate tax reports with ease. With its unique trade record system, you can easily record and report trade activities and dividends in a portfolio. Combined with its online charting and query system, you can simply plot and perform ad-hoc query on shares on the fly. StockMaster is more than just a portfolio management software, it includes the cash book and property management which allows you to track your daily cash transactions and income and expenses for your investment properties to make a complete investment management package. Real time tracking shares, managed funds, warrants, options, CFD, fixed interests..etc. Analyse your dividend income cashflow and imputation credit in next 12 months, and asset allocation in your portfolios.

About

Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.

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

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

Audience

Portfolio management solution for investors who want to manage their investments

Audience

Traders interested in a solution to get insights into their portfolio and performance

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$220 per year
Free Version Not Supported
Free Trial Not Supported

Pricing

$25 per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 3.0 / 5
ease 3.0 / 5
features 3.5 / 5
design 3.0 / 5
support 2.5 / 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

  • Not cloud based. Please lengthen this text to 100 characters but I can't find anything positive to say about this software.
  • Very good reports, including income, capital gains and performance. Holding reports are also good, filtering is functional.

Cons

  • Clunky interface and very limited options for personalisation for longer term investments.
  • Doesn't handle ETF and Fund income data very well. Ruins the whole income report.

Training

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

Training

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

Company Information

Supertech
Founded: 1996
Australia
supertech.com.au/stockmaster.html

Company Information

Utluna
United States
utluna.com

Alternatives

Alternatives

StockMaster

StockMaster

Supertech
Dion Portfolio Tracker

Dion Portfolio Tracker

Dion Global Solutions

Categories

Categories

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 Supported
Technical Analysis Not Supported
Wash Sale Detection Not Supported

Integrations

Acorns Not Supported
Alight Not Supported
Charles Schwab Not Supported
Coinbase Not Supported
E*TRADE Not Supported
EquatePlus Not Supported
Firstrade Not Supported
HTX Not Supported
Interactive Brokers Not Supported
Kraken Not Supported
Merrill Edge Not Supported
Poloniex Not Supported
Robinhood Not Supported
Shareworks Not Supported
TD Ameritrade Not Supported
TradeStation Not Supported
Vanguard Not Supported
Wealthfront Not Supported
Wells Fargo Business Checking Not Supported
tastytrade Not Supported

Integrations

Acorns Supported
Alight Supported
Charles Schwab Supported
Coinbase Supported
E*TRADE Supported
EquatePlus Supported
Firstrade Supported
HTX Supported
Interactive Brokers Supported
Kraken Supported
Merrill Edge Supported
Poloniex Supported
Robinhood Supported
Shareworks Supported
TD Ameritrade Supported
TradeStation Supported
Vanguard Supported
Wealthfront Supported
Wells Fargo Business Checking Supported
tastytrade Supported
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Claim StockMaster and update features and information
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