Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    470 Ratings
    Company Website
  • OANDA Reviews & Ratings
    52,211 Ratings
    Company Website
  • Capitalcore Reviews & Ratings
    46 Ratings
    Company Website
  • 1000pip Climber Forex Robot Reviews & Ratings
    96 Ratings
    Company Website
  • Tickeron Reviews & Ratings
    7 Ratings
    Company Website
  • DXcharts Reviews & Ratings
    22 Ratings
    Company Website
  • Nurp Reviews & Ratings
    386 Ratings
    Company Website
  • TradingView Stock Widgets Reviews & Ratings
    16 Ratings
    Company Website
  • 3Commas Reviews & Ratings
    3,264 Ratings
    Company Website
  • Elation Health Reviews & Ratings
    72 Ratings
    Company Website

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 LUSID?

LUSID outshines conventional portfolio management systems by boosting confidence in critical areas such as positions, cash flow, profit and loss, and exposure, while also equipping users with tools to enhance operational efficiency in their investment activities. By centralizing all vital investment information in a single platform, users can quickly retrieve data on positions and cash, produce shadow net asset values, reconcile accounts, and develop customized features using the available tools. Additionally, it provides an extensive suite of tools and workflows designed to optimize daily operational processes in both the middle and back office, including resources for handling the lifecycle of positions and performing reconciliations. The platform incorporates tax lot accounting, multiple profit and loss statements, cash flow reports, and the capability to generate shadow NAVs. LUSID is built on a resilient framework that serves as an append-only, immutable data repository, which securely records data with dual timestamps, guaranteeing that no information is ever permanently discarded, even if it is deleted. Moreover, users can utilize advanced features such as our data virtualization engine to explore their data and develop bespoke analytics and reports that cater to their unique requirements. This comprehensive approach not only enables effective portfolio management but also empowers users to derive meaningful insights from their data, facilitating well-informed decision-making and strategic planning. Ultimately, LUSID transforms the way investment managers approach their operations, making them more agile and responsive in a dynamic market environment.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Stock Portfolio Organizer

Company Location

Australia

Company Website

www.stockportfolioorganizer.com

Company Facts

Organization Name

FINBOURNE

Date Founded

2016

Company Location

United Kingdom

Company Website

www.finbourne.com/lusid-portfolio-management

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

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

Popular Alternatives

Popular Alternatives

Atom Reviews & Ratings

Atom

Atom Finance
StockMaster Reviews & Ratings

StockMaster

Supertech
PackHedge™ Reviews & Ratings

PackHedge™

FinLab Solutions SA
Paragon Reviews & Ratings

Paragon

corfinancial