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Average Ratings 0 Ratings
Description
PinkLion serves as an AI-enhanced investing companion, designed to assist you in effectively increasing and managing your wealth. We offer more than just portfolio tracking; our platform provides tailored insights and practical optimization suggestions, along with one-year projections and scenario modeling. Whether you are a novice investor or fine-tuning your strategies, PinkLion equips you with data-driven insights to empower your financial decisions.
Among the key features of PinkLion are:
- An All-Encompassing Investment Snapshot
- Portfolio Configuration through brokers or manual input
- Intelligent Forecasting
- Comprehensive Portfolio Analytics
- Tools for Portfolio Optimization
- Simulations of Various Scenarios
- Direct Comparisons of Investments
- Regular Portfolio Health Assessments
With these features, users can navigate the complexities of investing with greater ease and confidence.
Description
Managing a stock portfolio for high net worth clients is an essential offering for many accounting firms. The difficulty lies in executing this crucial and often time-consuming service while keeping costs manageable. Thankfully, Write-Up emerges as the leading stock portfolio accounting software, designed to streamline and accelerate the accounting processes related to tracking, recording, and reporting stock transactions for holding companies, trusts, and estates. It simplifies year-end procedures and provides access to historical data, making financial management more efficient. With Write-Up, users can close a fiscal year in both modules and seamlessly carry forward open security positions in the broker module into the next year. Historical data from prior years remains accessible in both modules for review. This software also accommodates multiple currencies and manages the necessary foreign exchange entries, facilitating effortless investment oversight. Moreover, Write-Up supports three primary transaction types: broker transactions, banking transactions, and adjusting entries, ensuring comprehensive management of the investment portfolio. As a result, accounting firms can offer enhanced services to their clients while optimizing their operational efficiency.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Binance
Charles Schwab
Coinbase
Kraken
Robinhood
Pricing Details
$15/month
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
InnovationCraft UG (haftungsbeschränkt)
Founded
2023
Country
Germany
Website
pinklion.xyz/
Vendor Details
Company Name
TJPS Software
Country
United States
Website
tjpssoftware.com/features.asp
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