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What is My Stocks Portfolio?

Keep track of a range of assets like stocks, equities, funds, ETFs, currencies, and even private equity in the financial landscape. Effectively oversee your investment portfolios and assess their performance over designated timeframes, employing critical metrics such as realized and unrealized gains, daily price changes, total variations, and annualized returns. Stay updated with a constant flow of stock market news, including specific updates about each individual stock you monitor. Customize your news feed to feature updates from chosen international markets, which can significantly enrich your understanding. Seamlessly convert your stock portfolios into a single currency by utilizing real-time forex rates, enabling the smooth integration of stock quotes and holdings from various markets, all presented in your selected currency. Use pie charts to visualize the distribution of each stock within your complete portfolio for enhanced clarity. With support for multiple stock portfolios, you can easily track several stock exchanges, manage various portfolios, or compile extensive watchlists. This comprehensive strategy guarantees that you maintain a well-rounded perspective of your investments while ensuring you remain informed and in command of your financial decisions. Additionally, consider implementing alerts for significant market movements to further enhance your investment strategy.

What is Catalizr?

Catalizr offers a user-friendly platform that simplifies the handling of customer requests, including timely reminders for necessary documentation collection. By automating the generation of engagement letters, it significantly frees up valuable time for its users. In addition to improving customer interactions, the platform effectively creates and sends emails for corporate and investor account logins. The complex process of trading unlisted securities, through various options like stock savings plans or retirement accounts, can traditionally extend over several weeks or even months. In contrast, Catalizr serves as an innovative tool specifically designed for unlisted securities within the financial industry, streamlining investments to achieve an impressive average turnaround time of only three days. Conducted entirely online, Catalizr allows users to swiftly complete their transactions, resulting in time savings of at least 70%. This cutting-edge solution not only boosts productivity but also provides investors with the opportunity to concentrate on making well-informed decisions instead of being encumbered by protracted procedures. Ultimately, Catalizr revolutionizes the investment process, offering a seamless experience that benefits both users and their clients.

Media

Media

Integrations Supported

Bitcoin
Ethereum
Google Drive
Litecoin

Integrations Supported

Bitcoin
Ethereum
Google Drive
Litecoin

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Peeksoft

Company Website

peeksoft.co

Company Facts

Organization Name

Utocat

Date Founded

2014

Company Location

France

Company Website

www.utocat.com/catalizr

Categories and Features

Stock Portfolio Management

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

Categories and Features

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