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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

The Smart Portfolio Manager Designed for Australian Investors. Gain immediate access to our comprehensive range of tools for tracking, analyzing, and reporting on investment portfolios. You have the ability to incorporate as many as five different portfolios into your account, which can be accessed via both our website and mobile application. Effortlessly add and evaluate stocks and funds from various exchanges, including the ASX, NASDAQ, and NYSE, among others. Additionally, utilize a personalized email address linked to your account to automatically refresh your portfolio with new trades and streamline the reporting of dividend income, ensuring you stay updated with minimal effort. This innovative platform simplifies the management of your investments, making it easier than ever to optimize your financial growth.

Description

A successful investment portfolio is not merely a compilation of various assets; it functions as a cohesive strategy aimed at wealth accumulation. We assist you in assessing the effectiveness of your portfolio and optimizing it to maximize returns. Discover how your investments interact and evaluate your ability to balance risk with reward, while also uncovering any hidden volatility within your portfolio. Becoming an exceptional investor involves refining your skills in managing trade-offs between risk and reward. Our services provide insights into how efficiently your portfolio executes this crucial trade. Risk Efficiency measures your success in exchanging risk for rewards and offers clarity on how different assets collaborate to mitigate risk. A score above 1 is considered favorable, while a score exceeding 1.5 is regarded as excellent. The dScore metric reveals your potential monthly losses, helping you gauge your comfort level with market fluctuations, which enhances your resilience during turbulent times. For many years, we have analyzed line charts that illustrate asset growth, but now we focus on a more integrated approach to investment strategies. This perspective enables you to visualize not just growth, but also the underlying dynamics at play within your portfolio.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Navexa

Founded

2017

Country

Australia

Website

www.navexa.io

Vendor Details

Company Name

RiskSmith

Country

United States

Website

risksmith.com

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

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

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