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What is Value Research?

Value Research is an advanced platform designed for efficient portfolio management, simplifying the process of monitoring and assessing investments. It enables effortless and automated transaction imports, offers in-depth performance analytics, and allows for side-by-side comparisons, supplemented by detailed tax statements that are prepped for filing. Moreover, it automatically tracks all dividends, bonuses, rights issues, and stock splits, enhancing the overall investment management experience. Users have the capability to monitor and manage their own as well as their family's investment portfolios within one convenient interface, establishing its reputation as the leading portfolio management tool in India. The platform supports a wide variety of investment vehicles, including mutual funds, stocks, NPS, PPF, sovereign gold bonds, and an assortment of fixed income options like InvITs and REITs. With a structured overview of investments, it not only reveals performance metrics but also identifies potential areas needing attention. Additionally, the dashboard offers insights into the categorization of investments and presents important performance indicators over time, complemented by a clear visual history of transactions. This comprehensive approach ultimately equips users with the knowledge necessary to make strategic investment decisions with confidence. In a rapidly changing financial landscape, having such a tool is invaluable for both seasoned investors and novices alike.

What is Stratiphy?

Receive tailored investment signals that cater to your unique requirements. Leverage our specialized toolkit to create and refine investment strategies that enable full automation of your backtesting and portfolio rebalancing efforts. Produce detailed reports on performance metrics for the assets you choose. Set up notifications linked to market fluctuations affecting your portfolio. We also provide insights regarding carbon emissions at the portfolio level. With our service, you can access performance ratings for each listed asset in the collateral pool, enhancing the customization of the lending experience and increasing trust in collateral quality. Our platform incorporates in-app analytics and investment strategies, including performance evaluations and historical backtesting, which help you generate actionable investment signals. Stay ahead of the competition with customized analytics tailored for each client. Adjust alerts and signals while building portfolios that meet your specific needs. Furthermore, highlight the ESG and carbon emissions performance at both the individual asset and portfolio levels to ensure a thorough understanding of the impact your investments have. This comprehensive approach not only empowers you to make well-informed decisions but also emphasizes the significance of sustainability in your investment strategy, fostering a balanced perspective on returns and responsibility.

What is PyInvesting?

Our backtesting platform is specifically designed for investors eager to improve their decision-making processes. Simply select your preferred financial instruments and provide your strategy specifics. We will thoroughly analyze the data to evaluate the effectiveness of your strategy. The software presents the simulated trades that your strategy would have executed. Additionally, you will receive email updates concerning your active orders and portfolio status. This user-friendly yet powerful platform enables investors to customize, backtest, and implement their investment strategies with remarkable ease. PyInvesting equips investors to make informed decisions grounded in data, appealing to both beginners and seasoned professionals in the investment realm. It encourages users to explore their strategic ideas and portfolio options effortlessly. For those inclined towards quantitative investment analysis, PyInvesting streamlines the experience and amplifies your investment journey. This dynamic tool allows investors to backtest and deploy their strategies without the need for any coding knowledge, ensuring accessibility for all. Furthermore, with PyInvesting, the management and optimization of your investment strategy has reached new heights of efficiency and effectiveness. By leveraging this platform, you can confidently navigate the complexities of the investment landscape.

Media

Media

Media

Integrations Supported

Facebook
Instagram
Telegram
X (Twitter)

Integrations Supported

Facebook
Instagram
Telegram
X (Twitter)

Integrations Supported

Facebook
Instagram
Telegram
X (Twitter)

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

$19.90 per month
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

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

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

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Value Research

Date Founded

1990

Company Location

India

Company Website

www.valueresearchonline.com/my-investments/

Company Facts

Organization Name

Stratiphy

Company Location

United Kingdom

Company Website

www.stratiphy.io/business

Company Facts

Organization Name

PyInvesting

Company Website

pyinvesting.com

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

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