Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Value Research serves as a sophisticated tool for portfolio management, aimed at making the tracking and evaluation of your investments more straightforward. It features seamless and automated imports of transactions, robust performance analytics, and side-by-side comparisons, alongside comprehensive tax statements that are ready for filing. Additionally, it automatically captures all dividends, bonuses, rights issues, and stock splits, thereby streamlining the investment management process. Users can efficiently oversee and monitor both their own and their family's investment portfolios in a single platform, cementing its position as India's premier portfolio management system. The tool accommodates a diverse range of investment types, such as mutual funds, equities, NPS, PPF, sovereign gold bonds, and various fixed income instruments including InvITs and REITs. With an organized overview of your investments, it reveals performance levels and helps highlight any areas that may require attention. The dashboard not only provides insights into how your investments are categorized but also presents key performance signals over time, along with a clear visual representation of your transaction history. Ultimately, this platform empowers users to make informed decisions about their investment strategies.

Description

Gain unique access to private markets with Yieldstreet, which provides a carefully selected range of alternative investment options that were once exclusively available to institutions and affluent individuals. In light of bond yields hovering at historic lows and equity valuations reaching unprecedented heights, AQR estimates that the forward-looking return for the traditional 60/40 portfolio stands at a mere 1.4%. It's time to rethink your investment strategy and diversify beyond the conventional 60/40 model by incorporating private market investments designed to enhance your portfolio's future performance. Yieldstreet caters to various investment goals, whether you're aiming to generate steady income, increase your overall portfolio value, or a blend of both. The platform features an extensive selection of alternative investments, all of which have undergone thorough review and analysis by a team of over 20 investment experts. Additionally, Yieldstreet collaborates with top industry professionals to evaluate and conduct due diligence on every investment opportunity presented, ensuring transparency and reliability. With the potential for high monthly or quarterly income, Yieldstreet positions itself as a compelling option for those looking to innovate their investment approach.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
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

Value Research

Founded

1990

Country

India

Website

www.valueresearchonline.com/my-investments/

Vendor Details

Company Name

Yieldstreet

Country

United States

Website

www.yieldstreet.com

Product Features

Alternatives

Alternatives

Masterworks Reviews

Masterworks

Masterworks.io
PinkLion Reviews

PinkLion

InnovationCraft UG (haftungsbeschränkt)