Top Sharesight Alternatives

AllInvestView serves as a sophisticated investment dashboard designed to simplify the oversight of your entire investment portfolio. This platform supports a diverse set of investment types, encompassing stocks, bonds, mutual funds, and cryptocurrencies, providing users with both a comprehensive summary and in-depth analytics. It features a dedicated fixed income module and automated dividend tracking, all presented through a user-friendly interface that enhances usability. What sets AllInvestView apart is its ability to manage a wide variety of asset classes, coupled with specialized tools for monitoring fixed income and yield performance. An efficient ticketing system is also integrated, allowing for quick adjustments and easy access to transaction details. Furthermore, the platform enriches investment strategies with sophisticated asset allocation tools, including efficient frontier analysis, which empowers users to optimize their portfolios. Looking ahead, planned upgrades will introduce tax reporting capabilities, making financial management even more seamless for users as they navigate their investment journeys.

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.

Snowball Analytics serves as a comprehensive portfolio tracking platform that generates in-depth reports regarding your dividends. By allowing users to connect their brokerage accounts, it ensures seamless and automatic updates, enabling the tracking of a vast array of stocks, funds, and cryptocurrencies globally. This platform is compatible with over 1,000 brokers spanning the US, Europe, the UK, and Asia, thus facilitating the monitoring of virtually any stock, ETF, or mutual fund found worldwide. Supporting all major stock exchanges, it also provides portfolio performance insights in more than 25 currencies. Additionally, Snowball Analytics is equipped with a variety of analytical tools tailored for dividend screening. These tools include rebalancing features, yield on cost calculations, customizable withholding tax options, and dividend ratings, as well as performance assessments that account for fees and dividends. Users can also engage in benchmarking, backtesting, and constructing and testing dividend portfolios using historical data to enhance their investment strategies. The combination of these features makes Snowball Analytics an invaluable resource for investors looking to optimize their portfolios.

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.

Stay updated with the latest news, research, and advice related to your investment portfolio through this innovative app. Designed for iPhone, iPad, and Android users, it serves as a seamless platform for managing your financial assets. With the ability to evaluate your portfolio's performance anytime and anywhere, you can maintain a strong connection to your investments. You will receive instant alerts whenever new recommendations are released, ensuring you are always aware of important updates. Furthermore, the app provides access to the most recent ASX announcements, offering valuable insights into the trading activities of company directors. This tool is crafted to help you make quick and informed investment decisions. Ensure you don't miss any potential opportunities by exploring the research section, where leading analysts from Intelligent Investor share their insights. You can create custom watchlists to keep a close eye on companies that pique your interest. By simply searching for the stock code, you will gain immediate access to all relevant information about the business in question. Download the leading investment app in Australia for free from the App Store and Google Play, and take your investing journey to the next level. With this app, you’ll find everything you need to make smarter financial decisions at your fingertips.

Google Sheets™ serves as a no-cost substitute for Sharesight, providing users with a reliable tool for calculating capital gains and losses. It is compliant with ATO regulations and supports any combination of buying and selling across different brokers. The platform accommodates AMIT cost base adjustments for deferred taxes and offers methodologies such as FIFO and LIFO for trade management. Users can analyze their trades by the highest profit or the biggest loss, with CGD trades organized by profit or loss in ascending order. Additionally, non-CGD trades can also be sorted by their respective profit or loss, offering a comprehensive view of investment performance. This flexibility makes Google Sheets™ an invaluable resource for tracking and optimizing investment strategies.

Explore the cutting-edge portfolio management tool that effortlessly handles both your traditional and cryptocurrency assets. This platform allows you to connect with a wide range of global banks and brokerages, ensuring your investments are neatly organized without hassle. You can either link your online brokerage accounts or enter individual stocks manually to keep an eye on their real-time values. Additionally, it provides access to current balances from your cryptocurrency wallets and exchange accounts, or you can input your coins to monitor your crypto portfolio's valuation in your chosen currency. Kubera supports integration with over 20,000 banks worldwide and utilizes advanced account aggregation technology, guaranteeing reliable connections to various online financial entities globally. Furthermore, you can evaluate the current value of your real estate using real-time market information from Zillow, which serves only the US market, and keep track of the estimated worth of your vehicles. Kubera also offers the capability to determine the market value of any domain names you own. With support for nearly all currencies, you can blend your Japanese Yens with Euros to create a detailed dashboard that presents their values in your local currency, giving you a comprehensive view of your financial situation. This integrated method of asset management not only simplifies the tracking process but also enhances your ability to make well-informed investment choices effortlessly. Ultimately, it equips you with the tools necessary to navigate the complexities of modern finance confidently.

Portseido is a comprehensive portfolio tracking tool that offers extensive analytics and visual representations of investment data. It features insights into historical performance, trade analysis, and asset allocations, complemented by in-depth analytics capabilities. With access to more than 70 stock exchanges, upwards of 20,000 cryptocurrencies, and various ETFs, it enables both international and global investors to consolidate their investment portfolios in a single platform. By doing so, it empowers users to monitor and manage their investments more effectively. Ultimately, our mission is to equip investors with a user-friendly resource that enhances their investment decision-making skills.

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.

Digrin serves as a complimentary portfolio management tool tailored for dividend growth investors, allowing them to monitor and manage their investments in real-time. It operates on a freemium model, offering most features at no cost, while also providing premium memberships for those who want additional functionalities or wish to support the platform. Users can track essential metrics, including internal rate of return and yield on cost. Each stock's dividends can be reinvested automatically, with settings available to manage future reinvestments seamlessly. Furthermore, users have the option to share their portfolios publicly, showcasing their investment strategies. A dividend-focused screener enables investors to filter stocks based on various criteria such as dividend yields, payout ratios, and growth rates over different time frames. Additionally, the platform allows users to focus on stocks that consistently pay and increase dividends over periods of 5, 10, or even 25 years. This straightforward tool simplifies the daily monitoring of dividend yields, and users will receive email notifications whenever their targeted dividend yield is reached, enhancing their investment experience.

JStock streamlines the investment process by enabling users to conveniently oversee their stock holdings. It compiles essential market information to help develop sound investment strategies. Users can monitor stock prices and create custom alerts, ensuring they remain updated. Additionally, JStock offers valuable insights into insider trading activities, shedding light on who is actively engaging in buying or selling shares. The platform keeps users informed with the latest stock market news and provides in-depth evaluations of a company's financial status, which includes both quarterly and yearly reports. Users can also compare financial metrics with peers in the same industry for a more comprehensive understanding. A portfolio summary chart gives a quick overview of annualized returns, while detailed company information supports extensive stock evaluation. Users can effortlessly log their buying, selling, and dividend activities. Moreover, JStock integrates seamlessly with JStock Desktop, which can be downloaded for free. Alerts can be customized to notify users when stock prices surpass or drop below predetermined levels. The platform also includes technical analysis tools for stocks on charts, as well as an excellent portfolio summary chart for efficient performance tracking. Collectively, JStock acts as a powerful resource for both beginner and experienced investors, enhancing their overall trading experience and providing essential tools for making informed decisions. With its user-friendly features, JStock continues to evolve to meet the dynamic needs of the investment community.

Effectively oversee and manage various assets while simultaneously analyzing your trades and portfolio in real-time. Connect with a community of fellow investors to exchange insights and strategies. You have the capability to add and monitor a diverse array of assets such as stocks, ETFs, funds, cryptocurrencies, decentralized finance investments, real estate, angel investments, luxury items, art, commodities, and more. Leverage our dividend calendar to keep track of total payouts, anticipate future dividends, and evaluate trends such as year-on-year growth rates and dividend yields. Plan your future cash flows meticulously to determine the precise timing for your incoming payments. Identify top-performing stocks that meet your dividend investment objectives. Access in-depth insights into your portfolio with comprehensive breakdowns by geography, industry, and asset class, all conveniently available from one dashboard. Visualize your investments through insightful charts and fine-tune your strategies with smart data analytics. Engage in enriching discussions with other investors and take part in our vibrant investment community, where you can find continuous activity, including polls and stock analyses. This engaging platform promotes collaboration and the exchange of knowledge, significantly enriching your overall investment journey while also providing opportunities for networking and learning from experienced investors.

Discover a fresh perspective on your investment portfolio with a comprehensive suite of tools. Monitor earnings, dividends, and an extensive range of assets including stocks, ETFs, and commodities all in one centralized portfolio. With access to over 100,000 global assets, you can observe the real-time fluctuations in your portfolio's value. Dividend tracking has reached new heights in simplicity, as Stock Events delivers unparalleled insights into dividends worldwide. We proactively forecast future dividends, ensuring you stay informed about critical events, while notifying you as ex-dates draw near. The timeline feature within your portfolio helps you keep a close eye on significant dates, allowing you to view dividends, earnings, price changes, and more all in one place. Receive detailed information and timely alerts as you manage your investments across stocks, cryptocurrencies, commodities, ETFs, and beyond. Our platform is dedicated to providing you with the latest asset data, empowering you to make informed decisions in the dynamic world of finance.

Joining forces with other investors who have similar stock preferences increases the dependability of your investment choices. It’s beneficial to engage in discussions with verified shareholders to gain insightful perspectives on your investments! I can conveniently monitor all my investment holdings, which include everything from stocks to cryptocurrencies, alongside expected monthly dividends and a thorough asset analysis in a single, unified view. Utilize the backtesting engine provided by The Rich to experiment with historical data prior to allocating your funds. Moreover, with just one click, you can assess the backtesting outcomes of your portfolio in relation to the S&P 500 index, facilitating informed comparisons and strategic decision-making. This efficient method not only simplifies the investing process but also empowers you to make choices based on solid data, ultimately leading to more successful investment outcomes. In today's fast-paced market, leveraging technology can significantly elevate your investment strategies.

Define your long-term investment goals and leverage our platform to effectively track your advancement. With a 30-day money-back guarantee, you can try our offerings without any financial commitment. Broaden your investing knowledge by exploring our free educational content available on YouTube. Utilize our advanced stock research tool to conduct thorough fundamental analysis, helping you assess your investments with precision. As you work toward fulfilling your financial ambitions, consistently monitor your investment performance. Achieving your financial dreams and securing financial independence is attainable. Establishing a strong base of high-quality dividend-paying stocks can significantly enhance your financial future. Seamlessly manage multiple portfolios in one place by either manually uploading your data or automatically linking your accounts from US brokerages. Perform detailed analysis on all your stocks while accurately logging shares purchased and those gained through dividend reinvestment plans (DRIPs). Determine your actual total returns from dividend reinvestment and automatically create forecasts for your annual dividend income, overall portfolio yield, yield on cost, and the advantages of reinvesting dividends. Furthermore, gain valuable insights into the dividend income and yield metrics for each stock in your portfolio, ensuring a well-rounded perspective on your investments. By harnessing these tools, you are not only tracking your progress but also equipping yourself with the knowledge to make savvy investment choices that pave the way for a thriving financial future, ultimately fostering both confidence and success in your investment journey.

The Stock Portfolio and Dividend Tracker is an essential tool for stock market investors, allowing them to efficiently manage and oversee their stock holdings as well as monitor the dividends generated by their investments. Users can easily log in with their Google accounts to securely back up their dividend data with each update, ensuring their information is always safe. Furthermore, the application sends timely notifications about dividend payments for each stock on specified dates, making it easy for users to enter the quantity of shares owned and the dividends received per share directly into the system. This feature streamlines the tracking process and keeps investors well-informed about their financial gains. Overall, this app enhances the investment experience by providing a user-friendly interface and essential updates that benefit users' financial decision-making.

Vise is an innovative asset management firm that leverages technology to assist financial advisors in constructing, overseeing, and articulating tailored investment portfolios. Their approach enhances the advisor-client relationship by providing personalized insights and streamlined management processes.

Dividend Notebook provides users with the ability to examine expected dividend distributions alongside crucial details from a tailored stock list. The platform boasts a user-friendly interface; by simply entering a stock quote, you can access a neatly organized report in no time. Users can readily view all projected payout amounts for dividend stocks, ensuring they remain updated on the timing and amount of their forthcoming dividend payments, complete with real-time stock market information. The application offers sorting options based on various parameters, such as dividend size, market capitalization, company name, share count, or ticker symbol. Furthermore, it allows you to monitor both the forecasted payments and the historical payment records for the stocks in your portfolio. Information on upcoming dividend-paying companies, along with their payment schedules and amounts, is prominently featured. You can also categorize your investment portfolio by payment frequency or sector, enhancing your analysis capabilities. To further assist in managing your investments, the app provides alerts for upcoming dividend payments related to your owned shares. This dividend-focused tool delivers in-depth insights into the US stock market, encompassing stocks, ETFs, and mutual funds, making it a crucial resource for quick and effective portfolio analysis. With this innovative application, you can experience seamless stock tracking while making well-informed investment decisions to optimize your financial growth!

Marketlog is the result of a carefully crafted project that took two years to complete, spearheaded by the creators of Myfxbook.com, which is recognized as the premier forex portfolio service. Designed with a commitment to excellence, Marketlog aims to provide an exceptional user experience that reflects the insights gained over the past 15 years. This service is free to use, with optional paid plans available, enabling users to analyze and compare their stock portfolios effortlessly and automatically. Its user-friendly interface allows for seamless tracking of trading portfolios across a vast array of brokerages, boasting compatibility with over 10,000 platforms. Users can manage all their stock portfolios from a single dashboard and have the option to view the portfolios of other traders who choose to share theirs. With an investment exceeding $3 million dedicated to research and development, we are excited about the outcomes and trust you will appreciate them just as much as we do. We are also committed to continuously enhancing the service by regularly introducing new features!

At Robinhood, we believe that the financial system should be open and available to everyone. This core belief motivates us to create products that allow you to invest in a way that meets your individual needs and preferences. We are dedicated to providing fair access to financial resources for all users, regardless of how much they wish to invest. Our platform is designed without account minimums or trading commissions for stocks, ETFs, or options, making investing straightforward and cost-effective. Furthermore, with Robinhood Crypto, users can buy and sell Bitcoin, Ethereum, Dogecoin, and many other cryptocurrencies at any time, all without facing transaction fees. We prioritize the security of your personal information and digital assets, ensuring they remain protected at all times. Any funds you deposit or earn through sales in your Robinhood Financial account are immediately available for cryptocurrency trading in your Robinhood Crypto account, creating a streamlined investment experience. This unwavering dedication to accessibility and security exemplifies our goal of reshaping the financial world for everyone, fostering an environment where anyone can take control of their financial future. Through these efforts, we strive to empower individuals to make informed investment decisions with confidence.

Purple Brick stands out as the ultimate application for tracking dividends, allowing users to effectively oversee their investment portfolios and keep tabs on dividend income. It caters to both experienced investors and those just starting out, providing a user-friendly interface that makes organization straightforward and boosts your understanding of financial activities. With its efficient features, you can be confident that no dividend payments will slip through the cracks. The app simplifies the process of adding and tracking your dividend-earning stocks and funds; all you need to do is input the ticker symbol along with the share quantity, and Purple Brick manages everything else. You'll have a thorough overview of all your investments in one accessible place, displaying critical information such as dividend yield, payment timelines, and amounts received. Moreover, the app includes real-time alerts, keeping you updated with the most current information about your assets. This dedication to providing timely updates empowers you to make well-informed investment choices and optimize your financial growth, ensuring that you remain proactive in managing your wealth.

Eliminate the complexities of spreadsheets and tedious data entry by seamlessly tracking more than 83,100 stocks and ETFs from your custom dashboard. This intuitive platform empowers you to handle portfolios of any size, forecast future earnings, evaluate diversification, and stay updated on all pertinent information. Equipped with an advanced online dividend calculator, it provides a suite of powerful tools that allow you to assess any stock across multiple scenarios with just a few clicks! Grasping one's dividend income is crucial for all investors, and savvy investors often look for additional essential metrics to inform their investment strategies. All the critical details regarding your monthly dividend income, along with necessary metrics, are neatly gathered in one place and automatically refreshed every 24 hours. You have the flexibility to buy and sell widely recognized dividend stocks, thereby incrementally improving your portfolio. Monitor important metrics such as dividend yield, yield on cost, P/E ratio, and various others as you compute your dividend income and other vital figures. This cutting-edge tool not only aids you in estimating your monthly dividend income but also promotes effective diversification and thorough oversight of your dividend portfolio, ensuring you are well-equipped to make sound investment decisions. As you utilize this platform, you'll find that taking control of your investments has never been more straightforward or efficient.

DivTracker presents an effortless method for keeping tabs on your dividend income with ease. Users can gain insights into their earnings, manage their investment portfolios from a single platform, and visualize their monthly and annual dividends seamlessly. As one of the leading tools for tracking dividends, DivTracker removes the burden of manually calculating stock dividends and the tedious process of sorting through various financial statements. Instead, it allows you to effortlessly access your entire investment portfolio, assess your dividend revenues, and monitor both future and anticipated payouts. Moreover, DivTracker keeps you in the loop with the latest information on the companies in which you invest, ensuring you receive timely alerts about important dividend occurrences, such as payment schedules. By streamlining the management of your dividend income portfolio, DivTracker ultimately saves you considerable time, making it an indispensable resource for investors who prioritize cash flow from their stocks. This application is particularly advantageous for individuals who place a strong emphasis on dividend income within their investment plans, enhancing their overall financial strategy.

Effortlessly track and predict your dividend income through one comprehensive, no-cost platform. Get notifications regarding ex-dividend dates and forecast your dividend earnings for up to a year in advance. Manage your investments across various portfolios and accurately record share quantities with precision extending to eight decimal points. Our service supports stock symbols from the UK, US, European markets, and others. You can begin by adding your portfolio for free to explore what we offer. DiviTrack is tailored to help you effectively oversee your dividend stocks. By collecting market data from various sources and comparing it with your provided portfolio details, we can calculate essential metrics such as yield on cost and anticipated annual income. We are thrilled to announce that new features will be rolled out soon. Currently, stock prices are updated daily at 07:00 UTC, showcasing the previous day's closing price. Although dividends and prices are modified for stock splits, any reinvestments need to be entered manually by clicking the add order button. Our objective is to simplify the investment tracking process while continuously enhancing our platform's capabilities. With user-friendly tools and resources, we aim to empower investors to make informed decisions about their dividend portfolios.

Ditch the outdated spreadsheet and adopt a modern approach for tracking your dividend income. The Dividend Tracker offers a straightforward view of your anticipated earnings and the schedule for when those funds will be available in your brokerage account. With our dividend payout calendar, users can easily keep track of their future payments while accessing detailed data on the amounts, payment dates, and the companies making the distributions. This resource is invaluable for investors who rely on dividends, whether as their primary income source or as a supplementary stream. By leveraging our calendar, you can systematically manage your financial landscape and keep a precise record of your investment returns. You’ll also receive timely alerts for new dividend announcements, along with updates on any increases or reductions from the companies in your portfolio. Furthermore, our suite of calculators and tools empowers you to project your future dividend earnings and observe how they can compound over time, enhancing your ability to make well-informed financial choices. This holistic approach not only keeps you well-informed about your investments but also enables you to adapt your strategies in response to evolving market conditions. It’s time to take control of your financial future with confidence.

Enhance the efficiency of your dividend management by keeping track of your income, evaluating potential returns, and being updated on company news and announcements. Effortlessly gather all your dividends within a single, user-friendly dashboard that incorporates data from every publicly traded stock in the US market. Obtain valuable insights into dividend distributions, critical ex-dividend dates, and historical performance for your stocks, encompassing those that are past, present, or on the horizon. Stay abreast of the latest stock news from multiple sources to remain aware of market fluctuations and trends. Receive timely notifications about impending dividend announcements, complete with income forecasts customized for your portfolio. Leverage visual tools such as a projected monthly income bar chart, a sector distribution bar chart, a stock allocation pie chart, a dividend yield pie chart, and a detailed ex-dividend calendar. Manage your investments in one easy-to-navigate location, while also keeping an eye on essential aspects like upcoming ex-dividend dates, income goals, and the 52-week high and low for your holdings, in addition to current yield and yield on cost metrics. This comprehensive strategy empowers you to maintain control over your dividend investments effectively, ensuring that you can make informed decisions as market conditions change. Furthermore, by having all this information at your fingertips, you can enhance your overall investment strategy and adapt to evolving market dynamics.

Introducing the Smart Portfolio Manager tailored specifically for Australian investors. Instantly access an extensive array of tools designed for monitoring, analyzing, and reporting on your investment portfolios. With the capability to integrate up to five distinct portfolios into your account, you can conveniently access them through our website or mobile app. Effortlessly add and assess stocks and funds from various markets, including the ASX, NASDAQ, and NYSE, among others. Moreover, you can utilize a custom email address associated with your account to automatically update your portfolio with new trades and simplify the tracking of dividend income, keeping you informed with ease. This cutting-edge platform not only streamlines your investment management but also empowers you to enhance your financial growth like never before. Experience the future of investment tracking and reporting with a solution designed to meet the needs of modern investors.

The Portfolio Trader app is a sophisticated tool designed for monitoring stock portfolios on both iPhone and iPad, providing in-depth analysis of equity investments and other assets. It functions as a powerful portfolio management solution and a stock tracking platform, enabling users to evaluate and oversee multiple portfolios in various currencies, complete with different perspectives on Profit & Loss and numerous charting capabilities. This application caters to both experienced traders and casual investors who are looking for effective ways to manage their stock trading and portfolio performance. Users can enjoy individual charts for each asset, which are viewable in full-screen mode and can be analyzed over multiple timeframes. It supports holdings in various currencies within a single portfolio and ensures quick currency conversions and aggregate totals are available at a glance. Moreover, the app automatically updates prices and pulls data from major stock exchanges to reflect current market conditions. Its capability to import and export portfolios from text files further enhances user experience, allowing for easier management of extensive investment sets. This makes Portfolio Trader an essential tool for anyone serious about optimizing their investment strategy.

Stock Rover distinguishes itself as a sophisticated investment research and analysis tool that far surpasses the capabilities of conventional equity research websites. Its screening functionalities are unmatched, attracting many users who are initially impressed by its powerful stock screening and ranking features. In the realm of comparisons, Stock Rover excels by providing evaluations of alternative investment choices that no other platform can offer. The system effectively calculates fair values and margin of safety, while also emphasizing crucial trends and scoring companies based on quality, growth, value, and sentiment. Users have the added advantage of tracking their investment performance with precise real-time updates by connecting their brokerage accounts for effortless portfolio management. Moreover, Stock Rover's charting features are above industry standards, enabling users to contrast screeners, portfolios, and benchmarks while also visualizing key fundamental metrics. This all-encompassing resource covers a variety of categories, including trading, stock analysis, charting, portfolio management, and screening, making it indispensable for dedicated investors. The platform's user-friendly interface further enhances the overall experience, ensuring that investors can navigate through its extensive features with ease.

A streamlined, tailored solution that is cloud-based and integrated, designed specifically for Asset Managers, Asset Owners, and Service Providers, offers enhanced efficiency and effectiveness. This innovative approach facilitates better management and oversight of assets in a user-friendly manner.

Introducing the leading accounting software specifically crafted for trading preferred shares, designed for Australian investors with extensive portfolios. With a global user community surpassing 60,000, we provide a trusted foundation for their investment activities. Embrace the confidence of StockMarket+ and begin your risk-free trial today, liberating yourself from the burdensome task of managing complex share tracking spreadsheets. Your investment portfolio, as well as your accountant, will undoubtedly value the upgrade. Created by Australian investors for their fellow investors, StockMarket Plus offers a robust platform that allows users to efficiently track, record, and forecast their shares and dividends, while also overseeing property finances. Explore the top-notch share portfolio management software in Australia. Enjoy access to over 15 specialized reports, cash flow forecasting tools, automatic brokerage calculations, and the ability to meticulously document your share history, simplifying the process of mastering your investments. Streamline and automate your investment management without the disarray of cumbersome spreadsheets, and tap into the full potential of your financial portfolio now. This innovative solution not only enhances efficiency but also empowers users to make more informed investment decisions.

A Comprehensive Solution for All Your Asset Management Technology Needs. We deliver forward-thinking financial technology and services that provide seamless, multi-asset class workflow solutions specifically designed for Asset Managers, Asset Owners, and Service Providers. Our primary aim is to optimize the investment process for our clientele. Our platform seamlessly integrates front, middle, and back-office solutions tailored for a wide variety of financial institutions, such as Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. By leveraging Nirvana, clients can consolidate diverse data from various counterparties, accounts, and asset classes in real-time through a single, intuitive interface. Furthermore, our offering includes middle and back-office services that support clients in efficiently managing these operations. With customizable dashboards and built-in compliance features, both Asset Managers and Asset Owners can monitor complex portfolios from a unified perspective, enabling better-informed decision-making. This all-inclusive strategy not only boosts operational efficiency but also gives clients the tools to navigate the changing financial environment with assurance. Additionally, our commitment to continuous improvement ensures that our clients are always equipped with the latest advancements in asset management technology.

The Dividend Tracker app allows users to curate diverse stock lists while providing a comprehensive view of their dividend history. By evaluating a stock's potential yield from its historical dividend payouts, users can effectively arrange their stock lists based on either name or yield. Moreover, the app facilitates users in entering the number of shares they possess for each stock, which offers valuable insights into their annual dividends and upcoming payment timelines. On the detail page, users can also record information regarding stock splits and include personal notes linked to each ticker symbol for better tracking. If a stock category is left without any stocks, users have the option to eliminate it from their list. To remove a list, users should go to Settings -> Manage Lists, then long press on the desired list name to bring up the List Delete dialog. A simple tap on the list name allows users to access a List Rename dialog for making straightforward adjustments. Additionally, Dividend Tracker has the capability to calculate and present the average dividend yield for every stock category, a feature that can be enabled through the Settings menu. This extensive functionality not only helps investors maintain organization but also keeps them well-informed about their financial portfolio. Ultimately, the app serves as a vital tool for anyone looking to enhance their investment strategies and manage their dividends effectively.

CONSOLIDATION Unify all your operations within a single platform while effectively tackling business challenges such as fund management, portfolio oversight, mandates, discretionary management, hedge funds, and interactions with multiple custodians and entities on both local and global scales. AUTOMATION Transform your manual operations by automating and streamlining business workflows, thereby minimizing operational risks and enabling seamless real-time data exchange across all Front, Middle, and Back office teams. PERFORMANCE OPTIMIZATION Enhance your overall performance and manage risks through advanced decision-making tools that utilize IBOR real-time calculation engines for simulations, retrospective and prospective market risk assessments, performance evaluations, and stress testing. REGULATORY COMPLIANCE Leverage a built-in library of pre-configured ratios to effectively oversee your regulatory and statutory obligations both before and after trade execution. CUSTOMER REQUIREMENTS COMPLIANCE Utilize a versatile and scalable rules engine to guarantee adherence to customer-specific requirements related to risk management, asset distribution, and blacklists, while also automating the generation of tailored reports for each client. Incorporating these solutions not only simplifies your operational framework but also positions your organization for sustainable growth and adaptability in an ever-evolving market landscape.

MProfit allows users to easily manage all their investment activities from a unified platform. With the ability to import financial data from over 700 brokers and institutions, detailed portfolio reports can be generated, and capital gains can be formatted for income tax returns. This comprehensive tool facilitates the management of a diverse range of asset classes, including stocks, derivatives, mutual funds, bonds, fixed deposits, NPS, and AIF. It is available on web, desktop, and mobile devices for both Android and iOS, ensuring accessibility for all users. In addition to managing investments across different categories, MProfit enables users to create individual portfolios and group them for a holistic overview of their holdings. Financial advisors can also utilize the platform to categorize and organize client investments into family-wise and category-wise portfolios. Furthermore, the system simplifies the investment management process by automatically importing contract notes and back-office files for stocks and derivatives from a vast array of brokers. Thus, MProfit not only streamlines investment tracking but also enhances the overall experience for both individual investors and financial advisors, making it an indispensable tool in modern investment management.

Numerous financial advisors assert that the most effective way to engage with digital assets while ensuring client oversight is by utilizing separately managed accounts or by investing in over-the-counter funds and indices. These professionals have the ability to directly handle bitcoin and other digital assets for their clients, guaranteeing that these investments are kept within their advisory framework and safeguarded by Fidelity Digital Assets℠. Whether you prefer executing trades in bulk or on an individual basis, we provide an array of tools tailored to meet your requirements. Together with Fidelity Digital Assets℠ and Komainu, we emphasize the importance of securing your digital assets. Our platform is designed to effortlessly mirror your current advisory fee structure and billing processes. With the Choice solution, you can carry out transactions via Interactive Brokers or Kraken using a single investment or retirement account, all of which is held in qualified custody. Moreover, if your clients have holdings in REITs, physical gold, real estate, or other alternative investments, we are fully prepared to manage those as well. This all-encompassing account allows for the buying and selling of digital assets, stocks, ETFs, and more from one unified location. Additionally, there are no additional fees if you decide to grant your client access to their own login. Ultimately, our goal is to streamline your investment management experience while providing extensive support for your digital asset trading endeavors. We understand that navigating the complexities of digital assets can be daunting, so we aim to provide clarity and assistance every step of the way.

Overseeing the performance of various investments while keeping everything organized for easy access can be a challenging and lengthy endeavor. Dion’s Portfolio Tracker presents an innovative approach that streamlines the management of investments across a variety of asset classes via a straightforward online platform. At present, many investors and financial advisors in India utilize Dion’s tools for Portfolio Tracking and Reporting to effectively manage and evaluate their assets in sectors such as equities, mutual funds, fixed deposits, loans, real estate, derivatives, borrowings, and commodities, among others. The Portfolio Tracker automatically aggregates all investments, enabling both investors and their relationship managers to seamlessly track investment performance with just a few clicks, available on any device from virtually anywhere at any time. Additionally, it delivers valuable, detailed reports that include transaction summaries organized by date, year, or industry, alongside annualized returns, significantly enhancing the user experience in investment management. This holistic strategy not only conserves valuable time but also equips investors with the necessary tools to make well-informed decisions about their financial futures. By simplifying the tracking process, Dion’s Portfolio Tracker fosters a more proactive approach to managing investments.

Fund Manager is a powerful software tool specifically crafted for efficient portfolio management. It comes in various editions designed for different types of users, including personal investors, professional traders, and investment advisors, each with tailored features to suit their needs. Users can view various screenshots that display a wide range of graphs and reports illustrating the software's capabilities. To get started with Fund Manager, you can visit the download page and try out a fully functional trial version to see how it meets your investment needs. Comprehensive tutorials are available, including a quick-start guide aimed at helping new users efficiently navigate the software's features. After evaluating its offerings, you have the option to purchase a licensed version for ongoing use. The software excels in maintaining a thorough transaction history for an unlimited number of investments and portfolios. You can keep track of a wide variety of assets, such as stocks, mutual funds, options, bonds, cash, and more. Furthermore, it allows users to monitor their investment activities, including purchases, redemptions, distributions, transfers, and intricate transactions such as splits, re-combinations, mergers, and spin-offs, supporting both long and short investment positions. This all-encompassing approach guarantees that users have the tools they need to manage every facet of their portfolios effectively while adapting to the evolving landscape of investment management.

Skilled financial advisors who truly engage with clients, along with powerful tools, foster an effective partnership. By merging cutting-edge technology with seasoned fee-based finance professionals, we offer customized solutions that emphasize your unique requirements. Experience a new level of financial insight that surpasses what you've encountered before. Our dedicated team of financial specialists focuses on developing a Personal Strategy that resonates with your distinct aspirations and objectives, ensuring its implementation through a portfolio crafted to be tax-efficient, risk-aware, and adaptable to your changing situation. Whether you're seeking a variety of investment avenues or sophisticated financial management, our goal is to help you build a comprehensive portfolio that aligns with your values and priorities. Collectively, we can traverse the intricate landscape of financial planning to fulfill your dreams and ambitions. As we work together, you'll gain confidence in your financial journey.

Diversiview is an innovative cloud-based software designed for Portfolio Analysis and Optimization, enabling both individual and professional investors to enhance their portfolio performance significantly. This powerful tool equips users to compute essential portfolio metrics such as expected returns, volatility, Alpha, Beta, and the Sharpe ratio, providing a comprehensive view of their investments. Users can also access in-depth insights into investment diversification and examine the specific breakdown of assets, particularly ETFs, that constitute their portfolio. Furthermore, the platform offers four distinct strategies for optimizing asset allocation to meet various objectives, including creating portfolios with minimal risk, achieving optimal configurations, and identifying efficient positions along the Efficient Frontier. Additionally, Diversiview empowers investors to backtest their investment strategies against leading indexes, model portfolios, or other relevant benchmarks, ensuring they can make informed decisions. By utilizing this software, investors can better navigate the complexities of portfolio management and strive for improved financial outcomes.

EquBot AI, in partnership with Watson, empowers asset managers to navigate the swift growth of data by providing explainable, customized AI-driven portfolios as a service (PaaS), along with various indexes and signals. Through the integration of EquBot AI and Watson, insurance firms and diverse asset holders can transform raw data into improved investment outcomes via these adaptable AI solutions. By harnessing the capabilities of EquBot’s pioneering PaaS, indexes, and signals, investors are equipped to not only comprehend the intricacies of the data environment but also thrive within it. This dynamic alliance facilitates the creation, oversight, and modification of client portfolios, ensuring they remain in sync with individual financial goals. Moreover, retail investors have the opportunity to leverage EquBot AI alongside Watson to innovate their investment tactics through AI-Powered ETFs, enabling them to make knowledgeable choices that yield better results. With these sophisticated resources, both institutional and individual investors are poised to secure a significant advantage in an increasingly data-centric marketplace, transforming the way they approach their financial endeavors. In this rapidly evolving landscape, the synergy between technology and investing sets a new standard for success.

PackHedge™, recognized as the premier solution in the investment industry, excels in managing Alternative/Hedge and Private Equity funds, while also accommodating traditional and mutual funds as well as a variety of other investment vehicles, including UCITS, ETFs, equities, real estate, forwards, and currencies. Its capabilities empower users to conduct thorough quantitative and qualitative research and analysis, encompassing risk assessment, stress testing, scenario planning, exposure evaluation, contribution and attribution analysis, and effective asset allocation, portfolio construction, and management. Additionally, it supports shadow accounting for portfolios, managed accounts, and funds of funds, along with crucial liquidity and cash flow forecasting, due diligence, document management, workflow optimization, client relationship management (CRM), compliance needs, KYC processes, and fostering financial innovation. The platform is composed of a suite of advanced modular software tools that are seamlessly integrated, providing exceptional data management models capable of handling multi-source, multiple-frequency, and multilingual qualitative and quantitative data, ensuring that users have access to comprehensive insights and analytics. This holistic approach not only streamlines processes but also enhances decision-making across various investment strategies.

Keep track of a range of assets like stocks, equities, funds, ETFs, currencies, and even private equity in the financial landscape. Effectively oversee your investment portfolios and assess their performance over designated timeframes, employing critical metrics such as realized and unrealized gains, daily price changes, total variations, and annualized returns. Stay updated with a constant flow of stock market news, including specific updates about each individual stock you monitor. Customize your news feed to feature updates from chosen international markets, which can significantly enrich your understanding. Seamlessly convert your stock portfolios into a single currency by utilizing real-time forex rates, enabling the smooth integration of stock quotes and holdings from various markets, all presented in your selected currency. Use pie charts to visualize the distribution of each stock within your complete portfolio for enhanced clarity. With support for multiple stock portfolios, you can easily track several stock exchanges, manage various portfolios, or compile extensive watchlists. This comprehensive strategy guarantees that you maintain a well-rounded perspective of your investments while ensuring you remain informed and in command of your financial decisions. Additionally, consider implementing alerts for significant market movements to further enhance your investment strategy.

What is the best way to distribute assets in your investment portfolio? MarketRisk simplifies this decision-making process by employing a distinctive algorithm that assesses the risk associated with each asset according to its present market value. By aligning the risk exposure of your portfolio with your individual risk tolerance, MarketRisk ensures that your investments remain within your comfort zone. You can select from a maximum of seven different investable assets, such as stock indices, precious metals, and bonds. Using your specified market price and risk tolerance, MarketRisk determines the optimal position size for each asset you choose. While MarketRisk is not a substitute for a financial advisor, it serves as a valuable research tool. Over the past five decades, the performance has averaged an impressive 16.3% annually. Each potential portfolio mix has been meticulously backtested from 1929 through 2020, providing a comprehensive view of potential outcomes. The data from the last fifty years of performance is thoroughly analyzed and presented for your consideration.

Elevate your comprehension and management of investment information with iLEVEL, an innovative software solution that enhances transparency and provides insights into alternative investment portfolios. Functioning as the core of our private market offerings, iLEVEL allows general partners and limited partners to effectively collect data, oversee portfolios, execute analytics, carry out valuations, and produce reports. By promoting efficient data flow, iLEVEL creates a single source of truth that equips users to make informed decisions while encouraging transparent communication with investors, auditors, boards, and other essential stakeholders. Transform your data collection practices through automated services that standardize and streamline the acquisition and management of information. Our cutting-edge technology, in conjunction with an experienced data team, assists both GPs and LPs in maintaining the accuracy and thoroughness of their data, ultimately fostering more impactful investment strategies. With iLEVEL, you not only achieve control but also gain valuable clarity in navigating the intricate landscape of your investments, leading to improved outcomes and enhanced investor confidence.

Adopt the perspective of a strategic investor by creating, refining, and implementing your personalized rule-based investment plans. Understand why both professionals and academics trust Portfolio123 for their investment needs. Experience a transformative approach to managing your accounts that you never thought possible. Each tool and feature you depend on has been creatively reimagined and greatly improved. Enjoy complimentary real-time quotes, access free investor analytics, manage multiple accounts with ease, place trades directly with your broker, and maintain a comprehensive log of your investment decisions. Leverage top-tier data, high-level quantitative tools, a flexible yet user-friendly workspace, a lightning-fast simulation engine, and the collective wisdom of an expert community. We are dedicated to changing the investment landscape for the better. Our mission is to enable individuals to invest in stocks, enhance their chances for exceptional returns, and live rewarding lives. Whether you prefer a passive "set it and forget it" strategy or wish to explore detailed concepts such as free cash flow and factor models, effective portfolio management should be within reach for everyone, regardless of their background or expertise. Ultimately, we aspire to create a more inclusive and rewarding investing environment that benefits all individuals seeking financial growth. Investing should not just be for the seasoned few but a journey that everyone can embark on with confidence.

Easily oversee your portfolios and execute real-time trades with our intuitive web platform, enabling seamless trading across all markets in collaboration with your brokers and banks. Consolidate and manage investments from various banks while having access to trade 15 million securities across diverse global asset classes. Streamline your trading process by automating compliance checks and risk management rules, which are bolstered by extensive referential data. Connect effortlessly to external systems for data access and order submissions, utilizing QUO, a cloud-based SaaS solution tailored to improve your remote work efficiency. Manage client portfolios from nearly any location, gaining a holistic view of your positions, including real-time intraday gains or losses. Access both listed and OTC assets without incurring extra data costs, and achieve a smooth integration with your current systems. Simply request QUO activation from your bank's relationship managers, and our dedicated team will take care of the setup process. Our specialists are available to assist you in crafting the most effective workflows to enhance your trading performance and boost returns. With QUO, you are guaranteed that your trading strategy will be not only efficient but also comprehensive, leading to a stronger focus on your investment objectives. This powerful platform allows you to adapt to changing market conditions and refine your strategies as needed.

Since its inception in 2016, Kore has been at the forefront of assisting private enterprises in securing funding through its premier online platform. This innovative service simplifies the entire fundraising journey, encompassing everything from security issuance to the management of shareholder relations and capitalization tables. Kore serves as a comprehensive solution for companies engaged in capital raising, adeptly navigating the complexities of RegCF, RegA+, or RegD offerings while ensuring compliance. Our advanced technology enhances communication with investors, elevating the quality of your investor relationships significantly. Various stakeholders, including investors, brokers, attorneys, accountants, and experts in investor acquisition, reap the rewards of our interconnected ecosystem. In addition to our platform’s capabilities, we provide a wealth of educational resources designed to support companies throughout their fundraising efforts. Through our extensive collection of articles, videos, and webinars, we empower investors to gain insights into Private Capital Markets and the opportunities they present, making it an ideal resource for those eager to stay informed about the latest trends in technology and investment strategies. With Kore, every step of the fundraising process is aligned with a commitment to education and support.

With extensive media coverage, recent SEC documents, upcoming ex-dividend dates, and significant price movements, we provide you with all the essential information. Keep track of your investments in stocks, cryptocurrencies, ETFs, and mutual funds effortlessly through a consolidated portfolio. Our daily newsletter, along with real-time updates from Thomson Reuters, ensures you stay updated on the companies that matter most to you. You can easily access historical SEC filings, allowing for efficient bulk downloads of relevant data tables. The platform enables you to seamlessly aggregate data from various sources while focusing on the information that interests you. Collaborate with peers by highlighting key sections of financial documents and sharing your analysis. The robust full-text search feature allows you to find specific terms within any filing or transcript with ease. Additionally, you can make inline annotations of crucial data points, simplifying the process of exporting them and aligning them with your analytical models, ultimately boosting your productivity. By leveraging these tools, you can make well-informed decisions grounded in comprehensive insights. This holistic approach cultivates a deeper understanding of the market dynamics affecting your investments.

SuisseTechPartners has established itself as a frontrunner in the realm of cloud-native Portfolio Management Systems, crafted by seasoned professionals with extensive experience in the industry. Their flagship product, PMplus, serves as a comprehensive solution for wealth and asset management, encompassing a full spectrum of capabilities. Our extensive product lineup features: - Portfolio Management System - Accounting with Multi-jurisdictional NAV - Investment Book of Record - Partnership Accounting - OMS Order Management - IRM and Regulatory Compliance - Management Fees and Billing - Cash Management - Integration across Multiple Asset Classes - Data Management Platform - Reconciliation Services - Client Reporting and Web Portal - Customer Onboarding with KYC - GIPS Performance and VAR Modeling Through this diverse array of offerings, we aim to address the evolving needs of our clients and ensure optimal performance in their investment strategies.