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Average Ratings 0 Ratings
Description
Stock Expert AI serves as a complimentary platform for U.S. stock research tailored for self-directed investors. Its public stock pages integrate company details alongside dated analyses generated by artificial intelligence. Certain qualifying companies can receive a current five-pillar MoonshotScore, which encapsulates various research elements without forecasting future returns. Users can access stock pages, screening tools, and the Journal archive without needing an account. By creating a complimentary account, individuals can enhance their experience with features like watchlists, portfolio management tools, Moon AI chat, War Room discussions, and options for paper trading. The AI functionalities are subject to rolling 24-hour limitations, including a maximum of 30 conversations with Moon AI, 30 messages in the War Room, and 5 portfolio scans. It’s important to note that the refresh rates for prices, score calculations, and AI-generated write-up dates are all separate entities. Additionally, the release of new Journal editions is currently on hold. Comprehensive information regarding pricing and methodology can be found on the official website, and while the platform offers educational research, it does not function as a brokerage or a registered investment advisor. This distinction is crucial for users seeking to understand the nature of the services provided.
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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$0 (usage limits apply)
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
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
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Stock Expert AI
Website
www.stockexpertai.com
Vendor Details
Company Name
TJPS Software
Country
United States
Website
tjpssoftware.com/features.asp
Product Features
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
Yes
Portfolio Rebalancing
No
Risk Management
No
Tax Management
Yes
Technical Analysis
No
Wash Sale Detection
No