Average Ratings 0 Ratings
Average Ratings 546 Ratings
Description
PortfolioMetrics is an online tool designed to assist users in assessing and enhancing their investment strategies. By entering a few simple parameters, you can project historical portfolio performance, benchmark it against various standards, and conduct comprehensive simulations such as Monte Carlo analyses. This platform serves a diverse audience including individual investors, financial professionals, and content creators, providing essential resources to analyze risk and performance, refine asset allocation, and generate shareable insights. Users can benefit from features such as:
- Backtesting historical data drawn from actual market conditions
- Comparative analysis of different strategies and benchmarks
- Calculation of vital metrics like compound annual growth rate (CAGR), drawdowns, and Sharpe ratio
- Advanced simulation tools, including Monte Carlo methods
- Options for exporting data in formats like PDF and CSV, alongside public sharing capabilities
In essence, PortfolioMetrics empowers its users to make informed investment decisions by leveraging robust analytical tools.
Description
Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Diversiview
Interactive Brokers
TaxTank
Xero
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$11.25 per month (annually)
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
PortfolioMetrics
Founded
2023
Country
Czech Republic
Website
portfoliometrics.net
Vendor Details
Company Name
Sharesight
Founded
2007
Country
New Zealand
Website
www.sharesight.com
Product Features
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
