Formula Stocks Reviews

Since its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users. With our platform, users can efficiently: - Assess manager risk/return through access to over 3,000 statistics on funds - Establish a customizable investable universe using robust screening tools - Monitor and evaluate fund exposures - Build, optimize, and oversee portfolios - Conduct thorough due diligence on hedge funds - Generate reports on funds using PowerBI or Excel API - Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.

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.

Boosted.ai is a pioneering technology company that aids investment managers by offering AI-driven insights aimed at enhancing portfolio performance. Their primary product, Boosted Insights, utilizes distinctive machine learning algorithms tailored for the finance industry, allowing users to effortlessly integrate AI into their investment approaches without requiring coding skills. A notable feature of the platform is the AI stock picker, which analyzes and ranks stocks to identify lucrative trading opportunities; it also includes personalized portfolio workspaces that deliver customized recommendations based on existing assets, risk appetite, and investment goals. Furthermore, the platform offers AI-generated stock research that condenses extensive data from news articles, earnings reports, and corporate filings into digestible, actionable insights. In addition to these features, users benefit from tools for dynamic stock screening, portfolio optimization, and comprehensive risk management, equipping investment managers to make well-informed, data-centric decisions with confidence. Through these advanced capabilities, Boosted.ai is not only enhancing investment management practices but is also positioning itself as a transformative force in the industry by harnessing the capabilities of artificial intelligence. Ultimately, this innovative approach allows investment professionals to navigate the complexities of the market more effectively than ever before.