PackHedge™
5.0 out of 5 starsAverage Ratings 3 Ratings
Average Ratings 0 Ratings
Description
PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation.
A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.
Description
Pinegap serves as a cloud-based artificial intelligence platform tailored for institutional equity analysts, portfolio managers, and investment teams on the buy-side. It streamlines research workflows that encompass idea generation and validation, company ramp-ups, earnings and conference evaluations, as well as continuous monitoring of investment theses. The platform boasts a variety of tools such as company primers, earnings forecasts and analyses, proxy evaluations, screeners, and news tracking, alongside AI-assisted examinations of filings, financial data, and various research documents. Users are able to maintain a shared research hub containing models, notes, filings, agent alerts, and updates on their investment theses. Moreover, Pinegap features a remote Model Context Protocol (MCP) connector that enables Claude and other compatible AI systems to access its suite of equity research tools seamlessly. As a web-based service, it is designed to enhance the research processes of analysts while refraining from offering direct investment advice. This focus on facilitating research makes Pinegap a valuable asset for teams striving to optimize their equity analysis efforts.
API Access
Has API
Yes
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Bloomberg
Yes
Claude
No
Model Context Protocol (MCP)
No
Quandl
Yes
Yahoo Finance
Yes
Integrations
Bloomberg
No
Claude
Yes
Model Context Protocol (MCP)
Yes
Quandl
No
Yahoo Finance
No
Pricing Details
$5,000 per year
PackHedge™ is a modular solution allowing customers the flexibility to choose the modules they need. Both Fixed and Floating (concurrent user) licences are offered.
Free Trial
Yes
Free Version
No
Pricing Details
Subscription fees and payment schedules are specified in an executed Order Form. Fees are stated and payable in U.S. dollars.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
FinLab Solutions SA
Founded
1999
Country
Switzerland
Website
www.finlab.com
Vendor Details
Company Name
Pinegap
Founded
2024
Country
United States
Website
www.pinegap.ai/
Product Features
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Financial Risk Management
Compliance Management
Yes
Credit Risk Management
Yes
For Hedge Funds
Yes
Liquidity Analysis
Yes
Loan Portfolio Management
Yes
Market Risk Management
Yes
Operational Risk Management
Yes
Portfolio Management
Yes
Portfolio Modeling
Yes
Risk Analytics Benchmarks
Yes
Stress Tests
Yes
Value At Risk Calculation
Yes
Fund Accounting
Accounts Payable
No
Accounts Receivable
No
Activity Tracking
Yes
Asset Management
Yes
Bank Reconciliation
Yes
Budgeting & Forecasting
Yes
Compliance Management
Yes
Donor Management
No
General Ledger
Yes
Partnership Accounting
No
Purchasing & Receiving
No
Hedge Fund
Compliance Management
Yes
Contact Management
Yes
Investor Accounting
Yes
Investor Reporting
Yes
P&L Calculation
Yes
Partnership Accounting
No
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
Yes
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes
Stock Portfolio Management
Billing & Invoicing
No
Client Management
Yes
Data Warehousing
Yes
For Investment Advisors
Yes
For Traders
Yes
Order Management
Yes
Portfolio Accounting
Yes
Portfolio Rebalancing
Yes
Risk Management
Yes
Tax Management
No
Technical Analysis
Yes
Wash Sale Detection
No