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Average Ratings 0 Ratings

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ease
features
design
support

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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AWS Marketplace
AliExpress
Alpha Vantage
Auth0
BitMEX
BlockFi
Bybit
CoinTracking
Coinbase
HitBTC
Ledger
Microsoft 365
MyEtherWallet (MEW)
Nifty
PayPal
Slack
Trezor
Trust Wallet
Wise

Integrations

AWS Marketplace
AliExpress
Alpha Vantage
Auth0
BitMEX
BlockFi
Bybit
CoinTracking
Coinbase
HitBTC
Ledger
Microsoft 365
MyEtherWallet (MEW)
Nifty
PayPal
Slack
Trezor
Trust Wallet
Wise

Pricing Details

$12 per month
Free Trial
Free Version

Pricing Details

$1500/month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Kubera

Website

www.kubera.com

Vendor Details

Company Name

PortfolioShop

Founded

1998

Country

United States

Website

www.portfolioshop.com

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

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

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

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

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

Alternatives

Alternatives

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