Alternatives to Empower

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.

PocketGuard's main goal is to help customers spend less money than they earn. We have added the IN MY POKET feature to help customers spend less than they earn. After setting aside enough money for goals, bills, and necessities, we crunch the numbers to determine how much spendable cash you have. You can organize your bills and other spending in sections. You can personalize your budget by creating as many sections and sub-sections as you need. Find out what merchants you shop at the most and reduce that expense from your budget. It's hard to imagine how much you spend each day on your morning coffee. To keep track of your account balances and net worth, connect your banks, credit card, loans & investments in one place. You won't be asked to provide bank credentials to use the app. You can discover PocketGuard by manually tracking transactions. You can connect bank accounts later.

Banktivity gives your financial control back. You can take control of your finances immediately, long-term, and everything in between. Our easy setup will give you the most accurate and complete picture of your finances. You will always know what's coming into your account and what's going to it. Banktivity eliminates the guesswork so you can stay on track to your goals. Banktivity uses proven budgeting methods and principles to help you achieve your financial goals. Plan for retirement, save for college, and pay down your credit card debt.

Monarch makes budgeting easy for holidays. Trusted money management tools make it easy to track spending, bills, and expenses. Monarch is a modern, refreshing way to track expenses and manage money. Our finance tracker is an all in one tool that will help you achieve financial control and clarity. A customized dashboard allows you to track expenses and manage money. It is tailored to your needs so that you can focus on the most important things. With one view, you can easily track expenses, savings, and investments. A calendar of recurring expenses allows you to manage subscriptions and track bills. With a calendar view of future charges, money management is easier than ever. It doesn't have to be difficult to save money. You can track your personal finances and see how your spending, income, and savings habits change over time to affect your financial future.

Track your progress towards short- and long-term goals and keep track of it. These goals should be included in your monthly spending plan. Know where your money is going from essential expenses to occasional splurges. To make sure you aren't paying for unnecessary subscriptions, you need to uncover them. A personal budget is automatically generated based upon your income, savings, and expenses. It is highly customizable and tracks your spending. You can use insights to optimize your spending and maximize your savings. Key notifications, built in reports, and cash flow projections make it easy for you to plan ahead. Simplifi makes it easy to create a flexible spending plan. You can add your own watchlists or savings goals to personalize it. The app allows you to make smart decisions and keep track of your money.

Instantly view your totals for all account types. You can also dig in to see the balances of any account. To track your cash, investments, and property value, you can track your short-term as well as long-term changes. A complete overview of your income, bills, and transactions is available in one place. NerdWallet allows you to see how much you have and how you are spending it. Get the information you need to make the most out of your money. All your financial accounts can be viewed on one screen. Start with the big picture. Zoom in to see details about your cash flow, expenses, and net worth. Get Nerd-approved tips for building it all. Find out how to keep building, whether you're increasing your credit utilization or paying off your bills sooner. Find out how to optimize your spending and recognize when it's not working.

All your transactions and balances can be viewed in one place. You can also see your upcoming expenses so you are prepared. Get a complete overview of your finances to see where you are and what's ahead. Interactive reports that can be customized to show you where your money is going. The bill reminder calendar makes it easy to remember to pay your bills. You can set a budget, track it in real time, and reach your goals. The mobile app allows you to manage your money wherever you are with ease. Moneyspire is compatible with all currencies and regions. It makes it easy to manage your money from anywhere. Moneyspire is fully customizable so you can set up your finances exactly how you want. Moneyspire allows you to import your existing personal finance software.

Robinhood believes that the financial system should work for everyone. We believe that investing should be done at your own pace and on your terms. We believe everyone should have equal access and use of financial tools. No matter how much money you plan to invest, there will be no account minimums nor commissions for buying or selling stocks, ETFs or options on Robinhood. Robinhood Crypto allows you to buy and sell Bitcoin, Ethereum and Dogecoin 24/7. You can manage your cryptos with confidence. Your coins and personal data are safe. You can immediately use the funds to purchase cryptocurrencies in Robinhood Crypto accounts when you make a deposit or sell investments in your Robinhood Financial brokerage.

Snowball Analytics is a portfolio track platform that can run detailed reports about your dividends. Snowball Analytics allows you to link your brokerage accounts and receive automatic updates. You can track thousands of stocks, funds, and cryptocurrencies around the globe. This stock tracker supports automatic brokerage connections with more than 1,000 brokers from the US, Europe, UK and Asia. You can track almost any stock, ETF, or Mutual Fund anywhere on the planet. Stock tracker supports all major stock exchanges. It also shows your portfolio performance in 25+ currencies. Snowball Analytics tracker has many tools for analysis and dividend screening Rebalancing, Calculation of the yield on cost and dividend yield Withholding tax custom Dividend rating, Portfolio performance calculation including fees and dividends. Benchmarking, Backtests, Building and testing dividend portfolios, or testing portfolios based on historical data

JStock simplifies stock investment. JStock allows you to easily track your stock investments. It offers well-organized information on the stock market to help you choose your best investment strategy. Set stock alerts and watch stock prices. Watch stock prices and set up stock alerts. Insider transactions. Know who is buying and selling stocks. Stock market news. Financial health of companies. Quarterly and annual financial reports. Compare your financial ratios with those of other companies in the same industry. Portfolio summary chart. Annualized yield in a glance. Information on the company for stock analysis. Record dividends, buy, sell and transactions. JStock Desktop seamlessly integrates with JStock. Download JStock Desktop separately. Stock market alerts are sent when the price of the stock moves above or below the threshold. Stock technical analysis can be drawn on the chart. Stock portfolio summary chart is a great way to keep track of stocks.

Financial management software that allows you to create budgets, track investments and manage bills. You also receive reminders for future payments. A new way to manage your money. You can achieve your goals with personalized insights and custom budgets, spend tracking, subscription monitoring, and other free services. You can easily add your cash, credit cards and investments to see where your money is going. Personalized Mintsights™ will help you make your money go further. We will automatically locate savings that you have missed. You can improve your spending habits by setting goals that will keep you motivated. Save for a house, reduce debt, and plan for the future. Don't pay more than what you have to. We will keep track of your bills so you don't miss any due dates. You can also get overdraft protection alerts. With customizable budgets, spreadsheets are no more. You can easily add or update your categories. Access your score 24/7 for free. We'll also let you know if there are any important changes to your report.

Portseido, a portfolio tracker, provides rich analytics and visualizations. It includes historical performance, trade analytics and allocations, as well as detailed analytics. It provides access to over 70+ stock exchanges, 20000+ cryptos, and ETFs. This allows international and global investors the ability to view all of their investments in one location. Our goal is to provide investors with an easy-to use tool that allows them to become better investors.

The world's best portfolio tracker. All your assets can be tracked in one place, both traditional and crypto. Global banks, brokerages, stocks and currencies are supported. Get your stocks in order. Connect your online brokerage accounts or add individual stocks to track the value of your stocks in real-time. You can access the latest balances of your exchange and crypto wallet accounts. Or, you can simply add coins to track the crypto portfolio's value in your native currency. Connects to more than 20,000 banks around the world. Kubera's industry-leading account aggregation technology provides reliable connectivity to thousands online banks worldwide. Zillow's real-time market data allows you to track the value of your home (only in the US). Track the real-time value and condition of your automobiles, trucks, or cars. Track the market value of web domain names that you own. Kubera supports almost every international currency. To create a global dashboard, add your Yens to your Euros and view their values in your local currency.

Investing in the same stock with other shareholders is more reliable. Share your investment insights with other certified shareholders! All my investments from stocks to coins in one glance. Expected monthly dividends and analysis of all my assets at once! The Rich's backtesting engine allows you to simulate past data before investing. With just one click, you can compare your portfolio with the S&P 500 index.

StockMaster was created in 1996. It has grown to be Australia's most popular portfolio management software. It is designed for investors who want to manage and generate tax reports. It features a unique trade record system that allows you to easily record and report trade activity and dividends within a portfolio. You can plot and execute ad-hoc queries on shares online, thanks to its online charting system and query system. StockMaster is more that a portfolio management tool. It also includes property management and cash book. This allows you to track your cash transactions, income, and expenses for investment properties. Real-time tracking of shares, managed funds and warrants, as well as options, CFDs, fixed interest, and other options. Analyze your dividend income cashflow, imputation credit over the next 12 months, as well as asset allocation in your portfolios.

Digrin is free dividend portfolio manager that provides dividend growth investors with a tool for tracking and managing their portfolio in real-time. Freemium model with most features available for free, and paid memberships for extra features or supporters. Your portfolio will include key statistics such as internal rate of return, yield on cost and more. Dividend reinvesting is possible for each stock and dividend. Dividends in the future can be set up to be automatically reinvested. A portfolio can be shared publicly. Check out a VR Finance portfolio. You can use a dividend-focused screener to filter stocks based on dividend yields, payout ratios, DGR3, DGR5, or sector. You can also limit the stocks that pay and raise dividends over a period of 5, 10, or 25. Simple tool for checking dividend yield every day. You will receive an email if your desired dividend yield has been met.

Gain a unique view into your portfolio. Earnings and dividends, portfolios, screeners, news, and more. Track all of your assets with one portfolio. Stocks, ETFs and commodities. Over 100k assets around the globe. Watch your portfolio's value change in real-time. Dividend tracking has never been easier. Stock Events offers the most comprehensive data on dividends in the world. We estimate future dividends so that you never miss important events, and we alert you when the ex-dates are approaching. Stock Events integrates the timeline in your portfolio. Never again lose track of important dates. View dividends and earnings, ratings, dips in prices, price changes and more on your timeline. Get detailed information and receive notifications. Track stocks, crypto, commodities, ETFs and more. We provide the most current asset data from around the world.

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.

Import and track any assets. Real-time analysis of your portfolio and trading. Exchange ideas with other like-minded members of the community. Add and track any asset, including stocks, ETFs and funds, crypto, DeFi investment, real estate, Angel investments, luxury collectibles and art, commodities and more. Use our dividend calendar for tracking cumulative payouts and to see future dividend forecasts. You can also view the growth rate of dividends over time. Find out when you will receive your payments and plan future cash flow. Find the best stocks to fit your dividend portfolio. Get detailed portfolio breakdowns by geography, industry and asset class. Track all the numbers you care about in one dashboard. Visualize your holdings with clear charts and adjust investment strategies based on intelligent data. Join our interactive community and share your ideas with other users. There's always something happening, whether it's polls or stock analyses.

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

We are the preferred share trading software for large portfolio Australian investors. We are trusted by over 60,000 customers worldwide as the backbone to their businesses. StockMarket+ is your trusted partner. Get your risk-free trial now and say goodbye to tedious share tracking spreadsheets. Your portfolio and accountant both will be grateful. Australian investors can use Share Portfolio Management Software. StockMarket Plus is an all-in-one platform that tracks, records, and forecasts your shares and dividends. It also helps you manage property financials. The best share portfolio management software Australia has available. It's easy to manage your portfolio with over 15 professional reports, cash flow forecasting, automatic broker calculation, and the ability track and log your share history. No more complicated spreadsheets, simplify and automate the process.

Fund Manager is a powerful portfolio management tool. Fund Manager is available as a personal, professional, and advisor version for the individual investor, professional trader or investment advisor. Screen shots of some graphs are available. For a fully functional trial version of Fund Manager, visit our download page. There are many tutorials available. To quickly learn how to use Fund Manager, you can watch the getting started tutorial. After you have completed an evaluation of the program, you can buy a licensed copy. You can keep track of your transactions for unlimited investments and portfolios. Track stocks, options, bonds and cash. Keep track of all your transactions including purchases, redemptions and distributions. Both long and short positions are supported.

Utluna provides valuable insights into your portfolio performance and helps you to mitigate behavioral biases. Register anonymously to sync your accounts at different financial institutions in under 5 minutes. It sounds too good to be true! Try our demo account (view only; no setup required) or sign-up for a 30-day free trial (no credit card, no email required). Monitor all your financial assets without affecting their location or how liquid they are. Any asset class, including. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, including. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10 and beyond. Both bankable and nonbankable assets, listed and not-listed. Using intuitive composition, performance and risk visualizations, you can understand what drives your portfolio. You can customize tags to make your analysis fit your personal view of the world.

Atom was founded by investment professionals to offer unparalleled access to institutional investing resources. Large institutional investment firms have always been ahead of individual investors. Atom provides individual investors and independent investment groups access to high-quality company data and investing resources. Finance has been slower to innovate than other sectors. Atom embraces modern technology standards, and reimagines legacy terminals' outdated user interface. Our platform provides institutional-grade content, while optimizing for usability to improve workflow efficiency. We understand that investment is not a one-size fits all process. Our platform tailors the research experience to meet your needs. Financial software should be tailored to investors and not vice versa.

RIA firms today must be able to quickly respond to changing needs of their clients while remaining operationally efficient. Financial advisors are being forced to expand their business to keep up with rising costs. NetWorth's digital technology allows RIA firms to compete effectively by allowing for client collaboration and workflow efficiency. It also provides real interplay between the investment management and operational side of the business. NetWorth Advising Platform helps RIAs to be more competitive by taking advantage the rapid trajectory of Alternative Investments via its sophisticated asset management capabilities and reporting capabilities. Alternative Investments have been gaining prominence in the investment industry due to clients' desire for investments that will provide long-term income and a way to close the retirement income gap.

Set your long-term investment goals and use our software for tracking your progress. You can try it risk-free for 30 days with a 30-day refund guarantee. Learn more about investing by using our free YouTube educational resources. Our stock research tool allows you to perform a thorough fundamental analysis. Track your investments and progress towards your goals. You can achieve financial freedom and your investing goals. A solid foundation of dividend-paying stocks will help you secure your financial future. Track multiple portfolios in one place. Upload or link US brokerages manually or automatically. Analyze your entire stock portfolio. Keep track of all your shares, both bought and DRIP. Calculate the true total return on dividend reinvestment. Calculate your projected annual dividend income, overall portfolio dividend yield, yield on cost and the effect of dividend reinvestment. Dividend income and yield metrics are available for each stock within your portfolio.

With Morningstar, you can explore new opportunities, navigate market volatility and deliver exceptional client experiences. The gold standard for long-term investment information, Morningstar, will maximize client engagement. Morningstar investment intelligence enables you to conduct thoughtful investment analysis and communicate your insights with adaptable technology. With purpose-built indexes and portfolios, you can meet investors' needs. Morningstar can help you deliver personalized service at scale in a world where changing consumer expectations and modernization of experiences are key components of every business decision. Find new ways to engage clients, increase wallet share with clients, and maximize lifetime customer value for your practice. Morningstar can be your competitive advantage. With world-class investment information, you can build investments, analytics, and a story-telling platform.

Connect your brokerage account or import a spreadsheet to track your dividends, dividend safety, diversification and more. After a quick set-up, you will be able to see a detailed view of each holding, as well as a large picture of your accounts. This information is updated in real time, tailored for dividend investors, and available at your fingertips. You'll discover more the deeper you go. You're never more than a few clicks away from anything. You won't get lost in a slow, clunky, poorly organized site. Everything is neatly organized so you don't have to pull your hair out trying to manage your portfolio. Dividend Safety Scores™ are the core of our service. They provide investors with a window into dividend risk that can help them navigate these murky situations.

Dividend payments are a good indicator of a company's health, growth and value. The best dividend spreadsheet doesn't look like a spreadsheet. Imagine a tool which updates automatically, sends alerts for dividends and shows future payments. TrackYourDividends is exactly what you need. Start With the TYD Dividsafety Score and dividend-focused analysis, you can feel confident that your income stream will be safe. Our comprehensive diversification tools, upcoming dividend calendar and future value tools will help you optimize your portfolio. Dividend safety score, yield history, payout rates, and a complete history of payments are all broken down. Visualize your favorite financial metrics and their history.

Your smartphone will always show you the schedule for dividends and coupons. The value of the securities is updated daily, so you'll always know how much income you can expect from your investments. You can create a personal regular income, such as a salary, rental income, etc. The project team monitors market trends on a daily base and provides you with the latest data. Divplan allows you to keep up with the latest trends. Add the company to your Portfolio to receive all investment signals about it in your app. Dividend calculator to control your payment schedule. Market news and investing signals from Nasdaq. Frankfurt, Moex, London Stock Exchange.

You can forget about complicated spreadsheets and data entry. You can easily track over 83100 stocks & ETFS within your dashboard. This is a convenient way to keep track of a portfolio, regardless of size, estimate future earnings, calculate diversification and stay up-to-date with all updates. A web-based advanced dividend calculator with many features. Calculate any stock under any scenario with just a few clicks. Every investor should know his dividend income. Smart investors are always looking for useful metrics to help them make the best decisions. All the information you need about your monthly dividends is available in one place, along with useful metrics that are automatically recalculated each 24 hours. Build your portfolio by buying and selling popular dividend stocks. Track all important metrics such as dividend yield, yield on cost, income from dividends, P/E ratio and more. Calculate dividend income as well as other metrics. Estimate your monthly income. Diversification of your dividend portfolio and keeping track.

Professional wealth managers can report, bill, rebalance, and publish client portals. Dashboards, reports and trading. All you need is one app. FinFolio makes wealth management simple. Simple, intuitive, and clean. Not all RIAs are the same. FinFolio is completely customizable. FinFolio embraces a broader definition of portfolio management. This includes reporting, rebalancing and trading, billing, and a mobile-ready client portal. All elements of your backoffice are integrated into one platform. FinFolio offers flexible hosting options that allow you to manage it yourself or let FinFolio handle it. White-labeled with your branding. You can automate the work and monitor data quality if you decide to run FinFolio by yourself. You can extend the software by using an open API, which allows you to customize and interface with external services.

Stash is a personal finance application that simplifies investing. It makes it simple and affordable for everyday Americans, making it easy to build wealth and reach their financial goals. Fractional shares allow you to invest what your budget allows, on a specific schedule. We can help you bank more efficiently with no hidden fees and early paydays through direct deposit. Everyday card that lets you earn stock while you shop. Our three subscription plans make it easy to take stock of your life. Our retirement options will help you move into a more secure future. With our children's investment accounts, you can stay focused on your long-term goals. Stash was founded with the simple idea that everyone should have access investment. Fractional shares allow anyone to invest in the stock exchange with as little as $5. Stash has helped more than 5,000,000 people achieve their financial goals. Stash can help you build wealth over the long-term.

Portfolio Trader, a stock portfolio tracking app for iPhone or iPad, provides detailed analysis of your share holdings as well as other investments. Portfolio Trader is a powerful portfolio manager that can also be used to track and analyze stock positions. It offers a variety Profit & Loss views as well as chart options.

Enjoy Tech. Enjoy Investing. No minimum deposit and no commissions. Smart tools for smart investing are available to everyone. Diversifying your portfolio using a wide range of investment products, including options, stocks, ETFs, ADRs, and ETFs. You can invest in thousands of companies with our trading tools and analytics. Options offer a strategic alternative for investing in equity. Diversify your holdings with the same ease as trading one stock. Webull Traditional, Roth, or Rollover IRAs can help you save for retirement. An individual brokerage account allows you to trade securities and assets. Webull supports extended hours trading. This includes pre-market (4:00 AM to 9:30 AM ET) as well as after-hours (4:00 PM to 8:00 PM ET). Webull offers intuitive and powerful advanced charts, multiple indicators and the premier Level 2 Advance (Nasdaq TotalView), to assist users.

You can now have greater control and visibility over your investment data. iLEVEL is a transformational software solution that provides new transparency and insight into alternative investment portfolios. iLEVEL is the core of our private markets solutions. It helps general partners and limited partnerships streamline data collection, portfolio monitoring and analytics, valuation, reporting, and valuation. You can manage the flow of data to create a single source for truth and make informed decisions. Services that automate and standardize data management and acquisition will transform your data collection. With our sophisticated technology and experienced data team, we help both GPs as well as LPs to achieve complete and quality information.

One Solution to All Your Asset Management Technology Needs. We are a financial technology and service provider that provides integrated, multi-asset classes workflow solutions to Asset Managers. Our Mission is to simplify the investment process. Our solution seamlessly integrates front, back, and middle-office solutions tailored for a wide range of financial firms, including Hedge Funds and Asset Managers, Family Offices and Prime Brokers. Nirvana allows clients to consolidate disparate data across multiple counterparties and multiple accounts, as well as multiple asset classes, all from one easy-to-use platform. Our solution also includes a back-office and middle-office service that we provide to our clients to help them manage these tasks. Asset Managers and Asset Owners are able to manage complex portfolios with one view thanks to customized dashboards and integrated compliance. This allows for confident decision making.

Leading wealth management firms use HiddenLevers Advisor Platform for clients to assess risk tolerance and stress test portfolios. The platform also allows them to make recommendations that reduce risk while achieving future goals. Advisors can create branded proposals that include risk tolerance, fee assignment, stress tests, style breakdowns, sector breakdowns, and more. HiddenLevers offers true business intelligence to C-Suites of Financial Institutions. It monitors risk to assets (AUM), clients and revenue. It also provides insight into individual advisors' books of business. Executives can manage complexity and growth in real time with customizable monitoring and visualization of risks, asset flows, and asset drift.

Passiv turns your brokerage account into a modern portfolio management tool. You can create your own index, invest and rebalance at the click of one button, and manage multiple accounts seamlessly. These partner platforms allow you to connect your accounts. If your platform is not listed, you can sign up for the mailing list to be notified of when it becomes available. Maintain your target allocation and build your portfolio. Passiv's "buy only" setting allows you to identify underweight assets in your portfolio. Passiv will calculate and execute trades to maintain a balanced portfolio. We will notify you when new cash or dividend payments are made, and we use their APIs to keep your information secure. This ensures you don't violate their terms & condition.

Research-backed and validated equity signals and factors are delivered as an automated data-feed to quantitative and systematic investment professionals that is timely and cost efficient. A derived equity rating score of 0 to 9 with high K Scores indicates higher likelihood of out-performance. Quantitative buyside companies overlay K Score with investment models as buy/sell signal. We used machine learning algorithms and ranking algorithms to rank over 200 factors and signals, including fundamental, price/volume, and alternative data. You can access the most recent researched signals, anomalies, or factors in minutes, rather than weeks. You can save time and money by conducting your own research and validating factors. You will receive an automated data-feed, long-term history, and wide coverage all at your fingertips. An ETF that offers more control. Kavout can help you design index-enhancing portfolios.

Be a cold-blooded, responsible investor. You can create, backtest, then invest in your own rule-based strategies. Portfolio123 is trusted by academics and professionals alike. You can manage your accounts like never before. Everything you know and love has been reinvented. Free real-time quotes and analysis, free investor tools, multiple accounts management, sending orders to your broker, keeping track of your decisions. The best data in the industry, professional-level quant tools and a flexible workspace. We believe that the world needs a better way to invest. Our mission is to help everyone have stocks, increase their chances of better returns, and live a happy life. It doesn't matter how much time or effort you put into managing your portfolio.

Data drives profits, margins and profitability. Your team, operating companies, LPs, and you can power the intersection. Through a powerful interface, the platform can eliminate data that is trapped in siloed groups, emails, or inaccessible databases. It allows deal, IR and finance teams to collaborate in a cloud-based collaborative environment around common data sets. Providing the best-in-class visualizations and analytical tools to help you tell your story and provide a branded experience for LPs and operating businesses. Our people have deep domain expertise, which is what drives Cobalt's innovation. Our product team is skilled in building powerful private market technology, and our support team is adept at bringing it to life for clients. Request a demo today. We will show you what Cobalt GP can accomplish for your company.

VestmarkONE®, a platform that simplifies the creation and management of highly-tailored portfolios, can help wealth management organizations and their advisors deliver better outcomes for investors. Our trust is earned by the most respected wealth management firms. Support hundreds of thousands of households. Reduce inefficient legacy systems, and allow advisor efficiency and scalable customization. You can tailor your implementation and adjust the dials to create a solution that meets your needs and objectives. You control the software and services you choose. Even the smallest relationships can benefit from sophisticated solutions. You can enable fixed income modeling, options strategies and UMAs.

Portfolio, a multi-asset class portfolio administration and reporting solution for asset managers, alternative investment funds, trustees, fund administrators, and agent banks. Portfolio is used by a large array of leading financial institutions, including hedge fund and asset managers; hedge fund administrators; syndicated, corporate, or real estate loan administrative agents; and agent or trustee banks. You can get detailed support for a wide range of collateral including bonds, factor-based securities, asset-backed securities, syndicated, corporate or real estate loans, credit default swaps, and equities. Trading with purchase lot tracking, global or portfolio trading wizards and pro rata and/or non-pro rata.

INDATA's iPM portfolio Architect AI software is the first order and execution management software (oms/ems). It allows portfolio construction (AI portfolio management), modeling and rebalancing as well as reporting solutions based AI and machine learning (AI trade software). Natural language processing (NLP), which Architect AI uses, allows portfolio managers, traders and compliance to perform complex workflows faster. This allows them to save significant time and reduce clicks. Our fund manager software optimizes portfolio management for each firm's unique investment strategies and maximizes productivity. The Investment Management industry is uniquely placed to take advantage of many technology trends that can streamline or enhance the investment management process.

Ghostfolio is an open-source, privacy-first dashboard for personal finances. Find out your net worth, break down your asset allocation and make data-driven investment decisions. Ghostfolio allows busy people to keep track stocks, ETFs and cryptocurrencies without being tracked. You can see all of your financial data across multiple platforms. Ghostfolio is anonymous and you can own your financial data. You will benefit from the continuous improvements made possible by a strong community. Trade stocks, ETFs, and cryptocurrencies across multiple platforms. Ghostfolio is the right tool for you if your goals are to gain insight into your portfolio composition, diversify your financial resources, or achieve financial independence. Ghostfolio is a lightweight wealth management app that allows individuals to track stocks, ETFs and cryptocurrencies and make data-driven investment decisions.

Diversiview is a cloud-based Portfolio Analysis and Optimizer Software that helps retail investors and professional investment professionals take their portfolios to a higher performance level. Diversiview is a tool that allows investors to: - calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio; View detailed, granular investment diversification; - view the granular allocation, including ETF breakdown (where ETFs form part of the portfolio); - and last but not least, four options to optimize asset allocation in order to achieve a specific goal, including: minimal risk portfolio, optimal portfolio, and efficient portfolio positions, from the Efficient Frontier. Diversiview allows investors to backtest their investment strategies and compare them with major indexes, model portfolios, or other benchmarks.

Dividend Notebook allows you to view estimated dividends and other key information from a customized stock list. Easy to use! Enter a stock price and you will see a report organized at your fingertips. View all estimated dividend payout amounts. Based on the latest stock market data, you can find out when and how much your next dividend will be paid. Sort by dividend amount or capital, company name, shares, ticker symbol, number of stocks, or company name. View the payment history and forecast of the shares in the portfolio. The next dividend company, date and payment amount will always be visible. Review your investment portfolio based on payment frequency or stock sector. Receive notifications when dividends are due on shares in your portfolio. This app focuses on dividends and covers the US stock market, including stocks, ETFs and mutual funds. This handy stock tracker allows you to analyze your portfolio in a single glance!

Era is your AI-powered personal assistant. Keep up to date with current events affecting you or your finances. Era is a global expert who writes articles tailored to your financial situation and has access to real-time knowledge. Feel more in charge of your future by receiving personalized investment advice and rebalancing. Chat-based prompts make it easy to connect all your accounts, track your budgets, and create smart AI goals for the near future. Automate anything from notifying you of market news to moving your money where you need it. Era handles transfers from your existing bank account. Ask Era to help you pay off your student loan debt, or save money for your next vacation. Era offers all your money management tools in one place. Era is free to try before you connect all your accounts. Your personal financial information will only be used to provide personalized answers and never sold or used in advertising.

Our stock portfolio tracker makes tracking and analysis of all your investments easy. EquityStat is an easy-to-use investment portfolio application. It was created by investors for investors. EquityStat was founded on the old adage that "necessity, mother of invention". We discovered that the tools available to track, manage, and evaluate investments were not adequate. The brokerage firms' portfolio management tools were too complicated, did not have useful features, and were only geared towards buying and selling stocks. The Fortune 500 investment portfolio application was initially adequate, but over time, the useful features began to disappear. Other applications could only run on Windows computers, which meant that you could only access the portfolio management software from your computer.