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What is Stock Portfolio Organizer?

The Stock Portfolio Organizer provides a comprehensive solution for managing your investment portfolio, enabling you to oversee various assets such as futures, shares, margin, CFDs, and forex. It offers the capability to assess your financial performance by analyzing gains, losses, and overall investment performance. With multi-currency support included, you can easily handle diverse currency investments. The platform accommodates End of Day (EOD), real-time, and tick data feeds, ensuring you can monitor your portfolio's performance as market fluctuations occur. Additionally, advanced users can enhance the tool's functionality through a robust JavaScript programming interface, allowing for the creation of custom brokerage calculation formulas and position sizing calculators, which adds significant flexibility and personalization to your investment strategies. This adaptability makes it a valuable resource for both novice and experienced investors.

What is Kubera?

Explore the cutting-edge portfolio management tool that effortlessly handles both your traditional and cryptocurrency assets. This platform allows you to connect with a wide range of global banks and brokerages, ensuring your investments are neatly organized without hassle. You can either link your online brokerage accounts or enter individual stocks manually to keep an eye on their real-time values. Additionally, it provides access to current balances from your cryptocurrency wallets and exchange accounts, or you can input your coins to monitor your crypto portfolio's valuation in your chosen currency. Kubera supports integration with over 20,000 banks worldwide and utilizes advanced account aggregation technology, guaranteeing reliable connections to various online financial entities globally. Furthermore, you can evaluate the current value of your real estate using real-time market information from Zillow, which serves only the US market, and keep track of the estimated worth of your vehicles. Kubera also offers the capability to determine the market value of any domain names you own. With support for nearly all currencies, you can blend your Japanese Yens with Euros to create a detailed dashboard that presents their values in your local currency, giving you a comprehensive view of your financial situation. This integrated method of asset management not only simplifies the tracking process but also enhances your ability to make well-informed investment choices effortlessly. Ultimately, it equips you with the tools necessary to navigate the complexities of modern finance confidently.

Media

Media

Integrations Supported

Integrations Supported

Bitstamp
AWS Marketplace
AliExpress
Binance
BitMEX
Bitfinex
Coinbase
DataCandy
Gemini
HitBTC
KuCoin
Liquid
MyEtherWallet (MEW)
Poloniex
Trezor
Trust Wallet
Wise

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$12 per month
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Stock Portfolio Organizer

Company Location

Australia

Company Website

www.stockportfolioorganizer.com

Company Facts

Organization Name

Kubera

Company Website

www.kubera.com

Categories and Features

Stock Portfolio Management

For Investment Advisors
For Traders
Portfolio Accounting
Risk Management
Tax Management

Categories and Features

Crypto

Not specified

Dividend Trackers

Not specified

Investment Management

Not specified

Portfolio Analysis

Not specified

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