Alternatives to EquBot
Compare EquBot alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to EquBot in 2024. Compare features, ratings, user reviews, pricing, and more from EquBot competitors and alternatives in order to make an informed decision for your business.
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Sharesight
Sharesight
Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan). -
2
StockMarketEye
StockMarketEye
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...Starting Price: $74.99 per year -
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VISE
Vise
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York. -
4
Kavout
Kavout
Research backed and validated equity factors and signals, delivered as automated data-feed to systematic and quantitative investment professionals, that are timely and cost effective. A derived equity rating score between 0 and 9 with high K Scores indicating higher probability of out-performance. Quantitative buyside firms overlay K Score with their investment models as buy/sell signals. We applied machine learning methodologies and ranking algorithms of over 200 factors and signals including fundamental, price/volume and alternative data. Access the newest researched factors, anomalies, and signals in minutes rather than weeks. Save time and money to conduct research and validate factors in-house. Delivered as automated data-feed, long history, and broad coverage, all at your finger-tips. The benefit of an ETF with more control. Partner with Kavout to design index enhancing portfolios, or whether sector specific or cross-sector. -
5
VestmarkONE
Vestmark
The VestmarkONE® platform can help your wealth management organization and your advisors deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We're trusted by the largest and most respected firms in wealth management. Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization. Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives. A configurable suite of software and outsourced services that you (not your technology provider) configure and control. Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more. -
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iLEVEL
S&P Global
Gain new visibility and control over your investment data. iLEVEL is the transformational software solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting. Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders. Transform your data collection with services that automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team. -
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Nirvana Solutions
Nirvana Solutions
One Solution To Serve All Your Asset Management Technology Needs. We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers. Our Mission is to Simplify the Investment Process. Our offering seamlessly integrates front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making. -
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PMplus
SuisseTechPartners
SuisseTechPartners is a market-leading, cloud-native Portfolio Management System, built by industry experts with decades of market experience. PMplus is a front to back wealth and asset management solution. We have a wide range of products including portofolio management system, accounting and multi-jurisdictional NAV, investment book of record, partnership accounting, order management OMS, regulatory compliance and IRM, management fees and billing, cash management, multi-asset class integration, data management platform, reconciliation services, client reporting and web-portal, customer onboarding and KYC, GIPS performance and VAR modeling. We work closely with your team to ensure that the implementation is carefully planned and executed according to your business requirements. We have managed multiple remote installations globally and have a proven track record of success. -
9
Diversiview
LENSELL
Diversiview by LENSELL is a cloud based Portfolio Analysis and Optimization Software, that helps retail investors and investment professionals take their investment portfolios to the next performance level. With Diversiview, investors can: - calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio; - view detailed, granular diversification at investment level; - view granular allocation including ETF break up (where ETFs are part of the portfolio); - last but not least, 4 options to optimize the asset allocation to achieve a certain goal, including: minimum risk portfolio, optimal portfolio and efficient portfolio positions from the Efficient Frontier. With Diversiview, investors can also backtest their investment strategy and benchmark its performance to major indexes or model portfolios.Starting Price: $99 AUD / 50 credit points -
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Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
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PORTAX After-Tax Portfolio Analysis
PortaxSoftware
After-Tax Portfolio Optimization and Asset Allocation. Multiple Period Investment Horizons with Per Period Results: Asset Weight, Market Value, Cost Basis, Cash Flows, Management Fee, Turnover, Taxes and After-Tax Returns for each Asset. Analysis of up to 100 assets and 120 periods. Period intervals range from Daily to Annual. Sub Portfolios for Modeling Different Tax and Ownership Structures. International Asset Class Return Series for Forecasting Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios for Creating and Comparing Custom Portfolios. International Currencies and Tax Rates for Modeling Around the World. Economic Cycles and Shifts Modeling with time varying asset returns and standard deviations. Extensive Private Branded Client Reporting.Starting Price: $49 per user per month -
12
PackHedge™
FinLab Solutions SA
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.Starting Price: $5,000 per year -
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FinFolio
FinFolio
Report, bill, rebalance and publish client portals for professional wealth managers. Dashboards, reports, trading, billing and client portals. One app is all you need. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. All RIAs are not the same. You have complete freedom to customize FinFolio. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services. -
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MarketRisk
Dacris Software
How do you allocate assets in your investment portfolio? MarketRisk helps you decide how, based on a unique algorithm that evaluates the risk inherent in each asset given its current market price. MarketRisk actually limits the total estimated risk in your portfolio to your own risk tolerance amount. Select up to 7 investable assets - from stock indexes, to precious metals and bonds. All you have to do is enter the market price along with your risk tolerance and MarketRisk calculates what your position size should be in each selected asset. MarketRisk is not intended to replace a financial advisor, but it is a useful research tool. Past 50-year performance is as high as 16.3% per year. Each portfolio combination is back-tested from 1929 to 2020, with last 50 years of performance shown.Starting Price: $39 CAD -
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PortfolioShop
PortfolioShop
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data AggregationStarting Price: $1500/month -
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Marketlog
Myfxbook
Marketlog is the result of a project that was meticulously designed and developed for over 2 years by the same team that built Myfxbook.com - the leading forex portfolio analysis service. Marketlog was built completely from the ground up, to match the same quality that our users have been enjoying for over the past 15 years. The service is a free service (with paid plans available) and allows you to analyze and compare your stock portfolio in a completely automated way. Not only that, but it is very simple to use, allows you to track multiple trading portfolios from different brokerages (over 10,000 supported!) in one single dashboard and even check out other traders that share their stock portfolios! We've invested over $3,000,000 in research and development and do hope you will like the result as much as we do 😊 We are constantly developing the service and adding features!Starting Price: $6.67 per month -
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QUO
QUO
Manage your portfolios, pre-trade checks and trade in real-time from your positions. Trade all markets with your brokers & banks via our easy-to-use web platform. Aggregate & manage investments across all your banks. Trade 15 million securities across all asset classes globally. Automate pre-trade compliance and risk rules. Referential data covering over 15 million securities. Connect to external systems, consume data, and submit orders. As a cloud-based SaaS platform, QUO is the ideal solution to meet all your work-from-home needs. Manage all client portfolios from anywhere. A holistic view of all your positions and exposures with intraday gains or losses. Access all listed and OTC assets without having to purchase external data. Seamlessly connect to your existing systems. Simply request your bank's relationship managers to be live with QUO and we will take care of the rest. Our specialists will help you tailor the most efficient workflows to maximize your alpha. -
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Totem VC
Totem VC
A modern operating system designed specifically for funds. Sync directly to your back-office to stay on top of your investments and fund performance. Automate your data collection process to monitor your companies' progress and better assist with their needs. Produce custom LP reports with our robust report builder or with real-time data accessible from within Excel. Centralize your deal pipeline to align your investment team and save hours of manual entry each day. Leverage your firm's network to help with sourcing deals, fundraising, recruiting and making introductions. -
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Cobalt
FactSet
Data drives profits and margins. Power the intersection of your team, operating companies, and LPs. The platform is designed to eliminate the data trapped in siloed teams, emails, and inaccessible databases through a powerful interface. Enabling deal, IR, and finance teams to work together around common data sets and processes in a cloud-based, collaborative environment. Providing best-in-class visualization and analytical tools to better tell your story and deliver a branded experience to LPs and operating companies. Cobalt innovation comes from the deep domain expertise of our people. Our product team knows how to build powerful private market technology and our support team knows how to bring it to life for our clients. Get started today by requesting a demo. We’ll show you exactly what Cobalt GP can do for your organization. -
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Trade Ideas
Trade Ideas
Trade-Ideas is a cutting-edge stock scanning and trading analysis platform that empowers traders with AI-driven insights and real-time data. Its proprietary AI, Holly, generates daily trade ideas based on rigorous backtesting and market analysis, helping traders stay ahead of the curve. With highly customizable scanners, real-time alerts, and seamless broker integration, Trade-Ideas allows users to quickly identify and act on high-potential trading opportunities. The platform also offers robust backtesting, risk management tools, and advanced visualizations, making it an all-in-one solution for traders seeking precision and performance. Whether you're a day trader or long-term investor, Trade-Ideas provides the tools you need to succeed in the market.Starting Price: $127 per month -
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Morningstar
Morningstar
Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips. Maximize client engagement with the gold standard for long-term investment information. Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence. Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos. At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale. Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value. Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information. -
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Stratzy
Stratzy
Unleash the power of trading signals, where cutting-edge algorithms and real-time data converge to deliver precise entry and exit points, maximizing your trading opportunities. At Stratzy, we provide a sophisticated algorithmic trading solution meticulously crafted to optimize trading performance and seize market opportunities with unparalleled precision. Receive instant buy and sell recommendations based on advanced market analysis, allowing you to capitalize on fleeting opportunities. Eliminate guesswork and trade with confidence, supported by comprehensive technical and fundamental indicators. Maintain discipline and objectivity by leveraging powerful algorithm-driven signals that effectively remove emotional biases. Access comprehensive market analysis and insights, empowering informed decision-making and proactive response to market trends. Connect your stock broker account with Stratzy and experience the ease of direct trading and investing through our app and website.Starting Price: $2.23 per month -
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Fundamental Portfolio Manager
Fundamental Software
The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market. -
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JUMP Front-to-Back
JUMP Technology
To support your growth and performance strategies, you need a software platform capable of centralizing all your activities, automating as much as possible your processes, and supporting your strategic evolutions such as new asset classes, targeted markets, management models, etc. Whatever your operating model, the JUMP Front-to-Back solution enables you to face all the major issues of Investment Management, business, innovation, regulatory and digital issues. Experienced by Asset managers all over Europe, our solution offers Front-to-Back coverage, coupled with a modular approach, to meet your current and future needs. Centralize all your activities in one single solution while addressing your business issues, including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes. -
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Kubera
Kubera
The world's most modern portfolio tracker. Track all your assets in one place—traditional & crypto. Supports global banks, brokerages, stocks & currencies. Get your stocks in order. Connect your online brokerage accounts, or add individual stocks to track their value in real-time. Get latest balances from your crypto wallets and exchange accounts, or simply add the coins to track the value of your crypto portfolio in your native currency. Connects to over 20,000 banks worldwide. Kubera uses industry-leading account aggregation technology to give you reliable connectivity to thousands of online banks around the world. Track the value of your homes with real-time market data from Zillow (US only). Track the real-time value of your cars, trucks, and automobiles. Track the estimated market value of the web domain names you own. Kubera supports nearly every global currency. Add your Yens with your Euros to create a global dashboard and see their values in your local currency.Starting Price: $12 per month -
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MarketRacoon
MarketRacoon
MarketRacoon was born with the idea of consolidating all your investment data into a single, simple, UX-friendly software-as-a-service (SaaS) product so you can easily understand how your personal finance planning is progressing. Take control of your financial investments with MarketRaccon as your trusted companion! Join us today. -
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Galileo FX
Galileo FX
Galileo FX Gives You The Power To Autotrade 24/7. Includes Video Tutorial, 60+ Optimized Settings, 24/7 Support & Free Future Updates. With just a few clicks, our step-by-step tutorial will guide you through connecting your trading account to your Galileo FX installation, meaning you’re ready to start autotrading in minutes! No more struggling trying to find the perfect trading strategy – we include a range of presets all ready for you to start immediately. Galileo FX’s settings are fully customizable, and are based on 300+ backtests to ensure that our trading robot mean trading success for you. Customize your Stop Loss to keep your losses low, and increase Consecutive Signals to increase profitability. Galileo FX features an automated trading system that analyzes market data in real-time and automatically opens and closes trades to maximize profits and minimize losses based on the settings used.Starting Price: $299 -
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The Rich
TheRich Billionaires
Investing with shareholders who invest in the same stock is more reliable. Share discussions with certified shareholders and gain investment insights! All my investment assets from stocks to coins at a glance Expected dividends every month and analysis of my assets all at once! Use the backtesting engine provided by The Rich to make sure to simulate with past data before investing. You can check the results of backtesting comparing your portfolio to the S&P 500 market index with just one button click in your portfolio.Starting Price: Free -
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MProfit Advisor
MProfit Software
With MProfit, you can seamlessly track all your investments in one place. Import your data to MProfit from 700+ brokers & financial institutions, view insightful portfolio reports and get your capital gains in ITR format. With MProfit, you can seamlessly manage investments in stocks, F&O, mutual funds, bonds, fixed deposits, NPS, AIF & various other assets. MProfit is available on web, desktop and Android & iOS mobile devices. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Investors can maintain individual portfolios and create portfolio groups to view consolidated holdings. Advisors can maintain client investments in category-wise & family-wise portfolios. Auto-import contract notes & back-office files for Stocks and F&O from 700+ brokers.Starting Price: $40 per month -
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RiskSmith
RiskSmith
A great portfolio is more than just a collection of individual investments - it’s a system that works together to build wealth. We help you see how effective your portfolio is, and tune it to get the most out of it. See how your investments really work together. See how well you trade risk for reward, and how much volatility is hiding in your portfolio. Being a great investor is about getting better at trading risk for reward. We help you see how effective your portfolio is at making that trade. Risk Efficiency tells you how well you’re trading risk for rewards, and helps you know how assets work together to hedge risk. Anything over 1 is good. Anything over 1.5 is really good. dScore tells you how much you can expect to lose, randomly, once or twice a month. If you’re comfortable with this number, you’re much more likely to withstand the craziness of the markets. For decades, we’ve looked at line charts that show the growth of an asset. -
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Portfolio123
Portfolio123
Be a cold-blooded investor. Create, backtest, and invest in your own rule-based strategies. See why professionals and academics trust Portfolio123. Manage your accounts like never before. Everything you are used to using has been reimagined and improved. Enjoy free real-time quotes, analyze with free investor tools, manage multiple accounts easily, send orders to your broker, keep track of your decisions. Best data in the business, professional-level quant tools, flexible yet simple workspace, ludicrously fast simulation engine, and expert community ideas. We believe the world needs a better solution for investing. Our mission is to help everyone own stocks, increase their chances for better returns, and enjoy life. No matter how much time you want to dedicate to making investment decisions, from “set it and forget it” to learning about things like free cash flow and factor models, managing your portfolio should be possible for everyone.Starting Price: $9 per 21 days -
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Claritus
Claritus
Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier to automatically keep track of your portfolio. -
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Riskalyze
Riskalyze
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.Starting Price: $250 per month -
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Paragon
corfinancial
Managing business critical tasks within fixed income portfolios used by US banks and other firms. Paragon is a fixed income portfolio accounting solution, processing bonds and money market instruments based on three primary business functions: trade capture, processing and reporting. Accounting and position-keeping platforms help banks manage their exposures on a day-to-day basis. When it comes to reporting concise information to executive board members and stakeholders, however, old style paper reports are generally not only dull in presentation style but often lack graphics to provide clarity and reflect notable changes or exceptions. Paragon offers inventory, cash flow, maturity and management reports that are enriched with visually appealing graphics. This will provide greater insight to all stakeholders and inform decision makers based on data extracted directly from Paragon’s records. -
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MetaTrader 5
MetaQuotes
Create a multi-asset infrastructure on a single platform in a couple of days. You no longer need separate terminals with standalone analytics. MetaTrader 5 is the only solution which allows the combining of different markets within a single platform, the gathering of the general statistics, while it also enables full control over any number of funds. Ultimately, such capabilities can assist in earning the trust of potential and existing investors. Traders' Hub, the UAE-regulated and Abu Dhabi-headquartered brokerage, has announced its official company launch. The broker will offer different account types through MetaTrader 5 to match various trading styles and investment goals. Traders' Hub representatives say that they have chosen the full-cycle platform, because in addition to providing outstanding trading functions, it enables investors to utilize technical and fundamental analysis tools to take more informed trading decisions. -
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Kore
Kore
Founded in 2016, Kore provides the first secure online infrastructure for private companies looking to raise capital. From issuing securities to shareholder relations and captable management. It's an an All-In-One Platform that streamlines the Capital Raise Process for RegCF, RegA+, and RegD offerings, while fostering lasting investor communications that transcends the raise itself, elevating your investor relationship. Investors, broker-dealers, law firms, accountants and investor acquisition firms all leverage our ecosystem solution. Kore also maintains a large online library of educational content to help companies navigate their capital-raising journey and investors looking to learn more about investment opportunities in the Private Capital Markets.Starting Price: $150 per month -
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LevelFields AI
LevelFields AI
LevelFields is an AI-driven fintech application that automates arduous investment research so investors can find the best stocks and options trade faster and easier. Throw away your spreadsheets, calculators, and thousands of stock recommendations from "analysts" that litter the news. LevelFields removes the opinion, guesswork, and emotion from investing. If you're looking for a tool that uses AI for stock trading or Ai for option trading, this is it. Features Include: AI engine & event analytics 25 event-driven strategies Numerical event trends Weekly editorial insights 6300 company profiles Upcoming events Custom watchlists 5 years of data Premium news Custom event alertsStarting Price: 19/user/mo -
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Choice
Choice
Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.Starting Price: 1% digital trade fee -
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TradingScreen
TradingScreen
Industry-leading all-asset class electronic trading solutions that enable buy-side traders to meet today's market structure challenges. Our SaaS model makes our trading solutions easy and fast to install. For those who need it now rather than later. Together, we’re Ultimate Trading Performance. It all starts with TradeSmart, our core OEMS technology platform that makes everything happen. It puts what you need on your screen, customized the way you need it. BidFX is an innovator in multi-asset FX trading and the market-leading provider of broker-neutral electronic trading solutions for the global FX marketplace. BidFX is an innovator in multi-asset FX trading and the market-leading provider of broker-neutral electronic trading solutions for the global FX marketplace. -
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Fidessa
ION
Access all your buy sides and brokers. Execute orders on more than 100 markets. And do everything you need in one solution, from automated low-touch trading to complete order and risk management. Equities trading is more complicated than ever. To grow your business, you need advanced technology that can unify your operations, simplify your workflows, and boost your efficiency. Whether you’re a boutique broker or a global bank, Fidessa gives you everything you need for equities trading in one, integrated solution. With sophisticated algorithmic trading, comprehensive order management, seamless straight-through processing to the middle office, and integration with third-party systems and technologies, our solution has everything you need to trade on equity markets worldwide. Get instant access to more than 6,500 buy-side customers and 600 brokers. Execute orders on more than 100 equities markets. -
41
Passiv
Passiv
Passiv turns your brokerage account into a modern portfolio management tool. Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts. Connect your accounts from any of these partner platforms. If your platform isn't listed below, you can join the mailing list to be notified when it's available. Build your portfolio and maintain your target allocation. Use Passiv's "buy-only" setting to identify the underweight assets in your portfolio. Save time by letting Passiv calculate & execute the trades needed to keep your portfolio balanced. Get notified whenever new cash & dividend payments come in or whenever your portfolio drifts out of alignment.We work with brokerages directly and use their APIs in order to keep your information safe and secure. This ensures that you are not breaching their terms & conditions.Starting Price: $99 per year -
42
Portseido
Portseido
Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. The features from Portseido include portfolio visualizer app, portfolio performance tracker, stock portfolio tracker, dividend tracker, investment goal management, dividend calculator, FIRE calculator and portfolio analysis. Our goal is to provide investors with an easy-to use tool that allows them to become better investors.Starting Price: $8 per month -
43
Portfolio Trader
Purescope
Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone and iPad, providing in-depth analysis of your shareholdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyze multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options. Complete stock trading and share portfolio management for the professional trader or the casual investor. Individual charts for each instrument across a variety of time ranges (available in full screen). Support for holdings in multiple currencies, including within the same portfolio, with real-time rate conversions and totals. Automatic pricing updates, major stock exchange and stock market prices. Portfolio import/export feature for importing large portfolios directly from a text file. -
44
EquityStat
EquityStat
Our stock portfolio tracker makes it easy to track the performance and analyze all of your investments in one place. EquityStat is a powerful yet easy to use investment portfolio application. It was developed by investors for investors. The old adage “necessity is the mother of invention” was the driving force behind the founding of EquityStat. We found that the existing tools necessary to track, manage and financially evaluate investments were inadequate. The portfolio management tools with brokerage firms were too cumbersome, lacked useful features and were geared toward buying and selling stocks at the brokerage. A Fortune 500 investment portfolio application was at first adequate but for some unexplained reason, useful features started disappearing. Other applications were limited to running only Windows computers which meant that the investment portfolio could only be accessed from the computer running the portfolio management software. -
45
Navexa
Navexa
The Intelligent Portfolio Tracker For Australian Investors. Get instant access to our full suite of investment portfolio tracking, analytics & reporting tools. Add up to five portfolios into your account | Access on website & mobile app. Add and analyze stocks and funds from the ASX, NASDAQ & NYSE, plus more. Use your account’s custom email address to auto-update your portfolio with new trades + automate dividend income reporting. -
46
Dion Portfolio Tracker
Dion Global Solutions
Keeping track of multiple investments’ performance and consolidate all the investments in a single location for quick and easy access is a huge time-consuming hassle. Dion’s intelligent Portfolio Tracker is designed to help investors manage their investments across multiple asset classes with a simple and easy-to-use online platform. Thousands of investors and financial advisors in India now use Dion’s Portfolio Tracking and Reporting tools to manage and analyze their investment portfolios across different asset classes, such as equities, mutual funds, FDs, loans, real estate, derivatives, borrowings, and commodities, etc. Portfolio Tracker consolidates all investments automatically, which enables Investors & their RM to monitor the performance of their investments with just a few clicks across all devices, accessible from anywhere, anytime. Offers intelligent, value-added reports like transaction reports (date, yearly, or industry-wise), annualized returns, etc. -
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Stock Portfolio Organizer
Stock Portfolio Organizer
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. For the more advanced users Stock Portfolio Organizer is extendable in many ways using a powerful JavaScript programming language that allows you to create brokerage calculation formulas, position sizing calculators and more. -
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StockMaster
Supertech
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.Starting Price: $220 per year -
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Arbor Portfolio Manager
Arbor Financial Systems
Arbor Portfolio Manager (APM) provides hedge funds and family offices with detailed trade and position management. Crypto Portfolio Management (Crypto PMS) is embedded, so you can manage traditional and digital assets together on one platform, giving you years of future proof investing. This includes in-depth portfolio analysis, performance, compliance, order management and middle office functions. Realtime, mobile and portal reporting give you constant access to your funds. Our hedge fund crypto portfolio management system includes listed and derivative coverage along with many client driven refinements for institutional grade management. Broad exchange connections, API, FIX and multiple market data feed choices enable us to build our Portfolio Management System to your needs.Starting Price: $1,500 -
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Snowball Analytics
Snowball Analytics
Snowball Analytics is a portfolio tracking platform, so it can run in-depth reports about your dividends, stocks, etf and crypto. With Snowball Analytics, you can link your brokerage accounts with auto updates. Track portfolio performance of stocks, funds and cryptocurrencies from all over the world. This stock tracker support automatic brokerage connections with over 1,000 brokers from US, Europe, UK, Asia, etc. You can track nearly any stock, ETF or Mutual Fund on the planet. Stock tracker support all major stock exchanges and show your portfolio performance in 25+ currencies. Snowball Analytics tracker have wide list of tools for analysis and dividend reporting. This equity tracker helps you with: Rebalancing and allocation of investments, calculation of dividend. Performance calculation including fees, dividend yield, trades, withholding tax, Dividend rating. Backtest your portfolio. Use benchmarking and build dividend portfolios or test portfolio on historical data.Starting Price: $6.70 per month