Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Chaka is an innovative digital investment passport that enables users to access more than 5,000 stocks and ETFs from Nigerian, U.S., and global markets, allowing for seamless global equity investment from a single platform with low minimum investment requirements. It features a robo-advisory service that efficiently constructs, monitors, rebalances, and reinvests dollar portfolios tailored to users' individual risk tolerance with minimal user input, while also providing Chaka Equity for active traders to directly buy, sell, and manage their positions on both Nigerian and U.S. exchanges. The platform adheres to both local and international regulations, utilizing a licensed Nigerian brokerage for domestic stocks and a U.S. partner regulated by FINRA/SEC and backed by SIPC insurance for international assets, ensuring robust protection of user data through bank-level AES encryption. In addition to these services, Chaka enhances user experience with quick withdrawal times—often within 48 hours—alongside features such as fractional shares and various integration options to facilitate a more flexible investment approach. This combination of services positions Chaka as a versatile solution for investors seeking diverse opportunities across multiple markets.

Description

PSVTracker serves as a comprehensive portfolio management tool designed for investors with diversified assets across both public markets and private investments. Unlike most personal finance applications that limit themselves to tracking brokerage and bank accounts, PSVTracker includes a broader range of assets, such as real estate syndications, private equity and venture funds, direct property holdings, cryptocurrency, precious metals, vehicles, and liabilities, all integrated seamlessly alongside linked brokerage accounts. The software automatically computes various financial metrics including XIRR, TVPI, DPI, RVPI, cash-on-cash returns, equity multiples, and CAGR for each investment as well as for the entire portfolio. Additionally, it enables users to assess their performance by comparing expected outcomes against actual results based on sponsor projections, meticulously tracks all capital events—including contributions, distributions, and returns of capital—manages complex ownership structures and nested entities, and efficiently marks the status of K-1 forms, whether received or pending. Connections to banks and brokerage accounts are securely facilitated through Plaid, while data is protected through encryption both in transit and at rest using AWS services. Furthermore, users can share read-only access with their CPA, spouse, or financial advisor for collaborative management. A free plan is available, allowing users to explore the tool without the need for a credit card.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial
Free Version

Pricing Details

$249/year/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Chaka

Country

Nigeria

Website

chaka.com

Vendor Details

Company Name

PSVTracker

Founded

2023

Country

United States

Website

psvtracker.com

Product Features

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

FinPadi Reviews

FinPadi

FinPadi Technologies