Average Ratings 2 Ratings
Average Ratings 0 Ratings
Description
Claritus offers a technology-focused private wealth management solution that enables you to monitor, comprehend, and manage your financial resources seamlessly! We at Claritus strive to ensure that you can easily grasp the details of your assets and investments without needing an advanced finance education! Understanding how crucial privacy and security are for you, we uphold the highest standards of data protection and encryption. With Claritus, your information is strictly confidential and accessible only to you. Our platform empowers you to manage, track, and maintain complete oversight of your investment portfolio, all through a single, user-friendly interface. In a confusing landscape filled with numerous apps, services, and spreadsheets, Claritus serves as your guiding light. By providing real-time data from over 17,000 global financial institutions, brokerages, and other financial entities, tracking your portfolio has never been more straightforward or effortless! Plus, our commitment to user-friendly design ensures that everyone can benefit from financial clarity without any hassle.
Description
Begin monitoring your cryptocurrency portfolio in just moments without the need for tedious data entry regarding transactions. You can effortlessly add your coin balances or link your exchanges to observe your crypto assets in real-time. Unlike other portfolio trackers that require you to input your complete transaction history just to determine your crypto's value, you can avoid this inconvenience and start tracking the fiat value of your assets almost immediately after installation. With Cryptograf, you have the flexibility to retrieve price data across more than 25 fiat currencies sourced from numerous cryptocurrency exchanges. Regardless of where your digital assets are kept, you can swiftly obtain precise valuations for your portfolio. Forget about the monotonous task of entering transaction data; simply input your exchange API keys once. Stay informed about the worth of your cryptocurrency holdings in real-time, as Cryptograf's exchange integration continuously updates your latest coin balances while you trade, invest, or withdraw from your preferred exchange, offering a seamless experience for managing your investments. Moreover, this innovative tool streamlines the process, saving you both time and effort.
API Access
Has API
API Access
Has API
Integrations
Bitstamp
Bibox
Chase Business Complete Banking
Coinbase
EXMO
Fidelity
HTX
Interactive Brokers
Kraken
KuCoin
Integrations
Bitstamp
Bibox
Chase Business Complete Banking
Coinbase
EXMO
Fidelity
HTX
Interactive Brokers
Kraken
KuCoin
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Claritus
Country
United States
Website
claritus.io
Vendor Details
Company Name
Cryptograf
Founded
2018
Country
United States
Website
cryptograf.io
Product Features
Stock Portfolio Management
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