Sharesight
Sharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform.
With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations.
The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms.
This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources.
Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
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EASA
EASA provides an innovative approach to transform Excel spreadsheets into secure, tailored web applications that can be accessed through a web portal by both internal and external personnel, including partners, resellers, suppliers, and customers, as well as those utilizing subscription-based applications (SaaS). In contrast to alternative solutions, EASA allows for the deployment of complex spreadsheets that include VBA, macros, and add-ins without the need for converting logic and formulas, which can be retained and reused effectively. Furthermore, EASA enhances spreadsheet capabilities by offering advanced features such as genuine database functionality, seamless integration, and efficient workflow management.
Typical applications of EASA include implementing spreadsheets for CPQ (configure price quote), insurance rating, financial analytics, engineering calculations, and numerous other uses.
Before embarking on extensive and uncertain development projects or migrating all your Excel functionalities into a commercial offering, it is advisable to consider EASA. Organizations such as AIG, Voya, HP, and Caterpillar are among its clients, making it a solution worth investigating for those seeking to optimize their spreadsheet applications. By exploring EASA, businesses can leverage their existing Excel expertise while gaining access to enhanced capabilities.
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StockMarketEye
StockMarketEye offers intuitive investment management software designed for both financial advisors and individual investors alike. With this platform, users can effortlessly monitor and manage all their investments in a centralized location, ensuring they stay informed about market trends and can access essential information for making sound investment choices.
* Start quickly by importing your accounts directly from various brokerages.
* Easily view prices, performance metrics, allocations, and a wealth of other important details.
* Track the fluctuations in value of your investment portfolios over time.
* Keep a vigilant watch on the securities that pique your interest.
* Dive into historical price data for thorough analysis.
* Companion applications are available for both Android and iOS devices.
* Plus, it offers numerous additional features to enhance your investment strategy.
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Wealthica
Effortlessly manage your financial life from a single platform, eliminating the need to log into multiple sites. By directly connecting with your financial institutions, we simplify your financial oversight, enabling you to easily track your balances, assets, and transaction histories. Wealthica offers a detailed historical view of how your net worth has changed over time, allowing you to focus on the bigger picture while monitoring your objectives related to net worth, investments, or retirement plans. You can seamlessly track a variety of assets, such as stocks, ETFs, mutual funds, cryptocurrencies, and private investments, all while avoiding typical complexities. Wealthica automates portfolio maintenance, making it easy to keep everything organized. Furthermore, you can set budgets, export your data to Google Sheets, Excel, or Yahoo! Portfolio, rebalance your investments using Passiv, and generate reports on capital gains, income, or fees, among other useful features. These robust functionalities are merely a fraction of what Wealthica brings to the table. Available as a comprehensive web application and mobile app for iOS and Android, Wealthica guarantees that your financial status is always within reach, empowering you to take charge of your financial trajectory effectively. With its user-friendly interface and extensive features, Wealthica makes financial management not only easier but also more efficient.
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