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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 Collective?

Employing an exchange alongside Collective's exchange fund and a non-recourse exchange loan can greatly reduce the risks tied to holding a single stock, significantly boost your after-tax liquidity, and simplify the process when compared to a conventional stock sale. Unlike the traditional route of selling your stock, which involves the tedious tasks of finding a broker, securing a buyer, negotiating terms, and preparing requisite documents, an exchange loan presents a quick and efficient solution. The entire procedure can be completed online in just five minutes, making it an appealing option. Additionally, opting for a stock sale might lead to tax liabilities of up to 46% on your profits, whereas neither converting shares into the fund nor utilizing an exchange loan triggers capital gains taxes. Moreover, by transferring shares into the fund instead of selling, you can take advantage of the long-term growth potential offered by a portfolio of exceptional unicorns while still having access to liquidity when needed, thereby crafting a compelling investment strategy. This innovative approach not only increases financial flexibility but also supports long-term investment aspirations, making it a smart choice for savvy investors. Ultimately, this strategy allows for a balanced approach to both immediate needs and future growth.

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

Collective Liquidity

Company Location

United States

Company Website

www.collectiveliquidity.com

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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