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What is StockMaster?

Since its inception in 1996, StockMaster has evolved into the leading investment portfolio management software in Australia. Designed specifically for investors who wish to streamline their investment oversight and tax documentation, it boasts a unique trade record feature that simplifies the recording and reporting of trade activities and dividends. Users can take advantage of its online charting and query functions, making it easy to visualize data and perform real-time inquiries related to their shares. StockMaster goes beyond basic portfolio management by integrating tools for cash flow and property management, enabling users to efficiently track daily financial movements and expenses tied to their investment properties. Additionally, the software provides real-time updates on a wide range of financial instruments, including shares, managed funds, and options. It also offers comprehensive analysis capabilities, allowing investors to forecast dividend income and examine imputation credits for the upcoming year, along with detailed insights into their asset allocation. With its extensive features, StockMaster equips investors with a robust platform that caters to multiple facets of their financial management strategies. This makes it an invaluable resource for anyone serious about managing their investments effectively.

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

$220 per year
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

Supertech

Date Founded

1996

Company Location

Australia

Company Website

supertech.com.au/stockmaster.html

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

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