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Average Ratings 1 Rating
Description
Introducing the ultimate accounting software for trading preferred shares, tailored specifically for Australian investors with substantial portfolios. With a user base exceeding 60,000 globally, we serve as a reliable foundation for their investment endeavors. Experience the assurance of StockMarket+ and start your risk-free trial now, freeing yourself from the hassle of tedious share tracking spreadsheets. Your investment portfolio and accountant will surely appreciate the transition. Designed by Australian investors for their peers, StockMarket Plus is a comprehensive platform that enables users to track, record, and forecast their shares and dividends while also managing property finances. Discover the premier share portfolio management software available in Australia. Benefit from a selection of more than 15 professional reports, cash flow forecasting, automatic brokerage calculations, and the capability to meticulously log your share history, making it easier than ever to gain control over your investments. Streamline and automate your investment management process without the chaos of unwieldy spreadsheets, and unlock the potential of your financial portfolio today.
Description
Manage your financial life effortlessly in a single location, eliminating the hassle of logging into various platforms. By connecting directly with your financial institutions, we streamline your financial management, allowing you to monitor your balances, holdings, and transaction histories with ease. Wealthica provides a comprehensive historical overview of your net worth's progression, enabling you to concentrate on the broader financial picture while keeping tabs on your goals, whether they relate to net worth, investments, or retirement. You can effortlessly track a diverse range of assets, including stocks, ETFs, funds, cryptocurrencies, and private investments, all without the usual complications. Wealthica automates the process, making it straightforward to maintain your portfolio. Additionally, you can create budgets, export data to Google Sheets, Excel, or Yahoo! Portfolio, rebalance investments with Passiv, and generate reports on capital gains, income, or fees, among other features. These powerful capabilities are just a glimpse of what Wealthica offers. Available as a fully-featured web application and a mobile app for both iOS and Android, Wealthica ensures that your net worth is always accessible and at your fingertips, empowering you to take control of your financial future.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Google Sheets
No
Microsoft Excel
No
Passiv
No
Yahoo Finance
No
Integrations
Google Sheets
Yes
Microsoft Excel
Yes
Passiv
Yes
Yahoo Finance
Yes
Pricing Details
$24 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$11.99 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
StockMarket Plus
Country
Australia
Website
stockmarketplus.com.au
Vendor Details
Company Name
Wealthica
Founded
2015
Country
Canada
Website
wealthica.com
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
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
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
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No