What is wallmine?

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.

Pricing

Price Starts At:
$50 per month

Integrations

Offers API?:
Yes, wallmine provides an API
No integrations listed.

Screenshots and Video

wallmine Screenshot 1

Company Facts

Company Name:
wallmine
Date Founded:
2018
Company Location:
Czech Republic
Company Website:
wallmine.com

Product Details

Deployment
SaaS
iPhone
iPad
Android
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

wallmine Categories and Features

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

wallmine Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Marketing
    Has used product for: 6-12 Months
    Uses the product: Monthly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Fantastic tool for tracking investments!

    Updated: Jan 07 2025
    Summary

    Mobile app lacks some desktop functionalities

    Positive

    Wallmine is an exceptional platform for investors! With its sleek design, real-time data, and intuitive tools, it makes portfolio management a breeze. The platform is highly customizable, offering tailored alerts and a variety of asset tracking options. Whether you're new to investing or a seasoned pro, Wall mine's powerful features and excellent customer support make it an indispensable tool for managing investments effectively and efficiently.

    Negative

    Customizable portfolio management

    Read More...
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