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.
Learn more
3Commas
3Commas empowers cryptocurrency traders with cutting-edge tools that streamline their trading processes, minimize risks, and enhance the execution of optimized strategies, all within a secure, integrated platform.
Utilizing Advanced Bots, users can customize automated trading approaches with DCA, Signal, and Grid bots tailored for various market conditions.
The Unified Dashboard allows for simple connection and management of accounts across 15 top exchanges.
With Smart Trade features like Trailing Take Profit, Multiple Take Profit, and Trailing Stop Loss, traders can execute their trades with precision.
Additionally, the platform offers Mobile & API Access, enabling users to utilize their trading tools at any time through free mobile applications and accessible public APIs.
Traders can also engage in Paper Trading, allowing them to practice and refine their strategies without any financial risk.
Highly regarded by traders worldwide, 3Commas provides advanced solutions that promote intelligent and efficient trading practices, fostering a community of successful cryptocurrency enthusiasts.
Learn more
Co-Pilot
Introducing Co-Pilot, an advanced multi-asset portfolio trading platform tailored for proactive wealth managers seeking innovative solutions. Flyer offers a robust FIX solution that comprises a wide range of software, integrations, development kits, and dedicated support services. This comprehensive investment platform consolidates portfolio and order management within a single multi-asset application, all backed by the Flyer Trading Network. The Co-Pilot API allows developers to quickly create their own trading platforms while connecting with diverse trading partners, ensuring a smooth and user-centric experience. With a sophisticated order routing and allocation network, connectivity and workflows are standardized, thus simplifying trading interactions with custodians and brokers. Navigating the intricate workflows involved in managing a diverse mix of equities and mutual funds necessitates the use of advanced trading tools. When potential allocation combinations are layered together, the number of unique portfolio possibilities increases exponentially, showcasing the platform's adaptability and efficacy in wealth management. As the financial landscape shifts and evolves, Co-Pilot is prepared to transform and fulfill the dynamic needs of its users while continuing to innovate in the trading space. This readiness for adaptation ensures that wealth managers can confidently rely on Co-Pilot to enhance their trading strategies.
Learn more
RiskSmith
An effective investment portfolio transcends the mere collection of diverse assets; it serves as a unified strategy aimed at building wealth. We guide you in evaluating the performance of your portfolio and refining it to enhance returns. By exploring the interactions among your investments, you can assess your capacity to navigate the delicate balance between risk and reward while identifying any concealed volatility present in your holdings. Developing into a skilled investor requires honing your ability to manage the trade-offs between risk and potential gains. Our services offer valuable insights into the efficiency with which your portfolio engages in this vital exchange. Risk Efficiency assesses your performance in trading risk for rewards, shedding light on how various assets work together to diminish risk. A Risk Efficiency score above 1 is considered advantageous, while a score over 1.5 is deemed outstanding. Additionally, the dScore metric provides an indication of potential monthly losses, allowing you to understand your tolerance for market fluctuations, which can bolster your resilience during uncertain times. For many years, our focus has been on line charts depicting asset growth; however, we are now embracing a more holistic approach to investment strategies. This comprehensive viewpoint allows you to not only observe growth but also discern the intricate dynamics at work within your portfolio, fostering deeper insights into your financial landscape. Ultimately, this multifaceted perspective equips you with the tools needed to make informed, strategic investment decisions.
Learn more