Alternatives to Holderlab

Trade popular cryptocurrencies. Discover professionally managed portfolios. Connect with more than 30M traders. With over 30 of the most popular coins, you can build a diverse portfolio. For your security and peace of mind, we offer top security. No hidden fees. To practice your strategy, you can get a $100,000 virtual portfolio. Using eToro’s revolutionary CopyTrader technology, anyone can trade crypto by copying other traders. Select a trader that you want to copy, enter a amount, and click copy. You trade when they trade! A simple interface makes it easy to manage your cryptos. You can track the trends of each coin with charts and advanced analysis tools. Integration with the eToro wallet is seamless. eToro is a trusted leader in the fintech industry for more than a decade. Your funds are protected with industry-leading security protocols. Without your consent, we will never share your private information. FDIC insured funds are held at eToro USA. You can rest assured that your cash is safe.

BingX is a FinTech firm that aims to make crypto markets accessible and accessible to everyone. It also enables all investors from all walks of the life to invest in a simple, transparent manner. BingX offers spot and derivatives trading services. BingX began as a derivatives trading platform in 2018, but it later moved into spot trading in 2021. You can safely and efficiently buy digital currencies. You have access to the spot market and the derivatives market in crypto-world. Join the crypto social trading revolution and copy smart trading portfolio performance automatically. BingX, a crypto social trading platform, was founded in 2018. It offers both spot and derivatives trading services. BingX, a crypto social trading platform, is committed to providing users with the best cryptocurrency trading strategies. It also ensures that users invest in a transparent, easy-to-understand and engaging manner.

HaasOnline is a platform for advanced crypto trading bots. Traders can develop, backtest, paper trade, and deploy trade bots on over three dozen exchanges like FTX, Bybit, and Binance. Replicate historically proven trading strategies like scalping, grid trading, dollar cost averaging, or arbitrage. Create trade bots line-by-line with our IDE-based editor or use the visual drag and drop designer without having to write a single line of code.

Streamline your portfolio management by using automated trading strategies. By linking Shrimpy to all your cryptocurrency exchange accounts, you can implement trading tactics that enhance performance while minimizing long-term risks. Effortlessly replicate the strategies of top crypto traders on the premier social trading platform designed for straightforward portfolio management. Regardless of your level of expertise in cryptocurrency, Shrimpy offers tools to help you develop a robust portfolio strategy, assess performance, and keep an eye on market trends. From its inception, Shrimpy has prioritized your security, ensuring that every API key is encrypted and stored using FIPS 140-2 compliant hardware security modules (HSMs) to safeguard the confidentiality and integrity of your exchange API keys. Shrimpy only requires access to read data and execute trades, meaning that your assets remain safe and cannot be withdrawn from the exchange. To further enhance security, we highly recommend that all users enable our Two-Factor Authentication (2FA) service, which adds an extra layer of protection to your account access. With these features, you can trade with confidence and focus on growing your investments.

Welcome to the world’s leading cryptocurrency exchange with FREE Trading Bots! Pionex provides 16 trading bots like Grid Trading Bot which allows you to securely and automatically trade currencies like Bitcoin, Ethereum, Dogecoin and so on. ✔ 16 Free Trading Bots Grid Trading Bot, Infinity Grid Bot, and Spot-Futures Arbitrage Bot, Smart Trade bot, DCA bot, let them work for you to achieve your own crypto strategy. ✔ Good Liquidity Pionex aggregates the liquidity from Binance and Huobi near the ticker price. Pionex is one of the biggest brokers of Binance, and one of the biggest market makers of Huobi in the world. ✔ Safety First Your cryptocurrency held in your Pionex wallet is safely stored on Binance and Huobi Global, both renowned for their world-class security standards. Additionally, your account is protected with email verification, Google Authenticator, and a personal passcode for enhanced security. ✔ FEE 0.05% trading fee. Pionex.US provides the best rate to buy Bitcoin and other cryptocurrencies compared to other US regulated exchanges. ✔ Available in 47 U.S. States. Compliant with Federal and State laws and regulations.

Fusio Portfolio, developed by Blockguard, is an innovative cryptocurrency investment platform that streamlines the management of digital assets for investors at any experience level. It offers a comprehensive dashboard that allows users to monitor, evaluate, and enhance their cryptocurrency portfolios seamlessly across various exchanges and wallets. By incorporating AI-powered insights, risk management tools, and automated portfolio rebalancing features, Fusio Portfolio assists users in optimizing their returns while navigating market volatility. This platform caters to both retail and institutional investors, making sophisticated investment strategies accessible to a broader audience. As a result, users are empowered to make well-informed investment decisions in the fast-paced and ever-changing world of cryptocurrencies. With its user-friendly interface and advanced functionalities, Fusio Portfolio stands out as a vital resource for modern investors seeking to thrive in the digital asset landscape.

Stacked provides a user-friendly platform for investing in cryptocurrency indices, utilizing trading bots, and automating the management of your portfolio. We believe that crypto investing can be straightforward, so we've simplified the process for everyone. If you're uncertain about how to set up your crypto portfolio, you can quickly allocate any portion of your investment to a curated index of cryptocurrencies with just a few clicks. Additionally, you gain immediate access to various trading bots designed by expert traders that manage long and short positions on your preferred futures exchange. Our proprietary backtesting engine allows you to identify the most lucrative historical rebalancing strategies for any portfolio and enables you to initiate rebalancing with ease. By employing encrypted API connections, we send instructions to your exchange account to facilitate trades without you needing to log into multiple platforms. Stacked centralizes all your cryptocurrency management into a single, secure platform while still allowing you to retain your assets on your choice of exchange. We never handle your assets, ensuring that you have complete access to your cryptocurrency stack whenever you need it, giving you peace of mind as you invest.

Receive investment signals customized to your specific needs. Utilize our specialized toolkit to develop and outline investment strategies that facilitate complete automation of your backtesting and portfolio rebalancing activities. Generate reports on performance metrics for the instruments you specify. Set up alerts tied to market movements for your portfolio. We also offer insights into carbon emissions at the portfolio level. With our service, you can access performance ratings for every listed instrument in the collateral pool, enhancing the personalization of the lending experience and boosting confidence in collateral quality. Our platform supports in-app analytics and investment strategies, including performance assessments and historical backtesting, allowing you to generate actionable investment signals. Maintain a competitive edge with tailored analytics designed for each client. Adjust alerts and signals while constructing portfolios that align with individual requirements. Additionally, showcase the ESG and carbon emissions performance at both the instrument and portfolio levels, ensuring a comprehensive understanding of your investments' impact. This holistic approach empowers you to make informed decisions while considering sustainability factors.

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

The investment application designed to help you achieve exceptional returns through analytical data and logic. Safeguarding your finances amidst inflation and economic fluctuations demands more than just a mechanical advisor and wishful thinking. You deserve a more intelligent solution that adapts to market changes without requiring countless hours of research or screen time. Composer provides a selection of expertly crafted investment strategies that operate based on data-driven insights. Avoid being swayed by emotions and sensational social media posts; instead, trade informed by concrete data and market dynamics. Composer is capable of reallocating your portfolio into top-performing assets when the market is thriving, while also mitigating risks during turbulent times. Acting as a vigilant overseer of your investments, Composer consistently tracks your portfolio, adjusts positions, and executes trades only when it's vital. Signing up is free—simply enter your personal information, set up and fund your Composer brokerage account. Explore a strategy to understand its mechanics, assess its performance and current holdings, and even run backtests to see how it would have performed historically. This way, you can make informed decisions that align with your financial goals.

Gain a comprehensive view of your finances with tailored tools that enable you to invest, strategize, and monitor your investment objectives effectively. Wealth Square surpasses both cryptocurrency exchanges and traditional financial advisors by consolidating all your financial services into a single platform. With a real-time overview of your financial situation, managing your money becomes seamless and efficient. Our innovative dashboard allows you to incorporate all your assets easily, ensuring everything is at your fingertips. Explore our Expert Portfolios, meticulously crafted by trading professionals, which are evaluated based on performance and risk through various metrics. Each portfolio provides insights into annual returns, risk levels, and the specific cryptocurrencies included. You also have the flexibility to adjust allocations, modify rebalancing preferences, and backtest performance, making it as versatile as any other investment portfolio. With Wealth Square, you can confidently navigate your financial journey and enhance your investment strategy.

Quad Terminal streamlines the crypto trading experience by offering a comprehensive suite of tools for both beginners and professionals. From smart order routing and real-time analytics to copy trading and portfolio rebalancing, the platform supports advanced strategies across major exchanges. With Cody AI, users can turn plain language into coded trading logic, enabling powerful automation without programming knowledge. Security and performance are top priorities, with encrypted, tested integrations ensuring a safe and efficient trading environment.

Copy traders can effortlessly manage all their exchange accounts while utilizing market-making strategies, engaging in exchange and market arbitrage, and conducting simulations or backtests for their trades. Experience rapid automated trading and effective portfolio management across Bitcoin, Ethereum, Litecoin, and over 100 additional cryptocurrencies available on premier crypto exchanges. You have the opportunity to invest in every cryptocurrency offered by your chosen exchange, while also gaining access to a comprehensive suite of expert tools, including innovative trailing features that enhance your buying and selling capabilities. Your funds are securely held within your exchange, and with Cryptohopper, you can oversee all your exchange accounts and execute trades seamlessly from a single platform. Embrace the Social Trading movement by subscribing to trading signals, collaborating on trading strategies through our internal chat, and acquiring strategies and bot templates from our marketplace. You don't have to possess extensive expertise to trade like a seasoned professional. Furthermore, market makers serve as invaluable allies for every exchange or crypto initiative, allowing you to easily trade on the spread and actively contribute to market dynamics. With these tools at your disposal, you are well-equipped to navigate the complexities of cryptocurrency trading.

TuringTrader serves as a platform that enables individual investors to create diversified, self-managed investment portfolios aimed at generating consistent returns while reducing potential losses over time. It provides a wide array of portfolios designed to meet various investment objectives and levels of risk tolerance, featuring options such as conservative, balanced, and aggressive strategies. Among these, the "Stocks on a Stroll" portfolio employs a momentum strategy on select stocks alongside a managed bond strategy, rebalancing its positions on a weekly basis to keep volatility at a minimum. Meanwhile, the "All-Stars XL" portfolio aims to strike a balance between robust returns and lower risk through diversification across multiple asset classes and investment approaches, including momentum, mean-reversion, and volatility targeting, with rebalancing occurring daily. For those seeking higher risk and reward, the "All-Stars Leveraged" portfolio incorporates leverage to achieve amplified returns, skillfully combining momentum strategies with mean-variance optimization to effectively control risk. Ultimately, TuringTrader equips investors with tools and strategies that cater to various preferences and goals, making it easier for them to navigate the complexities of investment.

Expert financial advisors who actively listen, combined with effective tools, create a powerful synergy. By integrating advanced technology with experienced fee-based financial professionals, we provide tailored solutions that prioritize your individual needs. Discover a level of financial clarity that you haven't experienced previously. Our team of financial experts is dedicated to crafting a Personal Strategy that aligns with your specific goals and preferences, and we ensure its execution through a portfolio designed to be tax-efficient, risk-sensitive, and regularly adjusted to suit your evolving circumstances. Regardless of whether you're in search of diverse investment opportunities or advanced financial oversight, we are here to assist you in constructing a well-rounded portfolio that reflects your values and priorities. Together, we can navigate the complexities of financial planning to achieve your aspirations.

Best crypto trading bot with a hedge funds advantage Profitable trading requires you to control your emotions. Stoic automates crypto investing. This allows you to get rid of FOMO, FUD, regular rebalancing, well tested hedge-fund-grade strategies and a secure execution platform. The hedge fund team has developed the Altcoins strategy. The strategy was developed by Cindicator Capital's team. It rebalances top-20 cryptocurrency assets, taking into account forecasts of 156,000 Cindicator analysts. 24/7 portfolio monitoring and withdrawals. The Stoic app allows you to view your portfolio at any time. You can withdraw funds immediately from your Binance account if you change your mind, or want to take profit. No lockups, zero hassle. Market updates to keep your informed. You'll receive an easy-to-read update on Mondays that explains in plain English the most important events within crypto. You can understand the market without having to follow news 24/7.

Kryll³ is your Web3 AI Sidekick, designed to simplify the complex world of cryptocurrencies for everyone. Our advanced AI tools provide clear, actionable advice on Web3 investments, empowering users with the knowledge to manage digital assets confidently and effectively. Key Features: X-Ray: A comprehensive tool that offers clarity in crypto investing by analyzing smart contracts, on-chain data, social activity, and financial indicators. Gem Detector: Identifies emerging tokens with high growth potential using advanced algorithms and deep-learning models, evaluating on-chain data and social media trends. Harpoon: An AI-enhanced wallet tracker that monitors the movements of top traders, providing deep market insights and strategic guidance. SmartFolio: Tracks and optimizes your entire Web3 portfolio across Ethereum, Solana, and EVM-compatible Layer 2 solutions. Powered by AI, SmartFolio provides real-time insights and personalized financial guidance. Kryll³ continues to evolve from its origins as an automated strategies building platform to a comprehensive suite of tools designed to help users navigate and excel in the world of digital assets. Visit kryll.io for more.

Effortlessly consolidate all your investment accounts, including equities, cryptocurrencies, and forex, into a single platform for seamless management and automation. Discover and assess ready-made investment strategies that come with proven results. We take care of the complex aspects, allowing you to concentrate on creating, testing, and profiting from your concepts. You can evaluate your strategy over various timeframes, whether it’s a pre-existing model or your own custom scenario, to analyze its performance and gain valuable insights for improvement. Additionally, rebalancing and tax loss harvesting are automatically managed in the background, ensuring a hassle-free experience for users. This comprehensive approach not only simplifies your investment journey but also enhances your potential for success in the financial markets.

INDATA's iPM Portfolio Architect AI stands out as the pioneering order and execution management software in the investment sector, enabling portfolio construction, modeling, rebalancing, compliance, trading, and reporting through the use of artificial intelligence and machine learning. By utilizing natural language processing, Architect AI accelerates intricate workflows, allowing portfolio managers, traders, compliance officers, operations, and executives to enhance their efficiency, drastically minimizing the number of clicks and keystrokes needed in any process, which translates to substantial time savings. This innovative fund manager software is tailored to optimize the portfolio management process according to the distinct needs of each firm and their specific investment strategies, ultimately boosting productivity. With the investment management industry poised to leverage various technological advancements, there exists a significant opportunity to refine and improve the investment management process. As firms continue to embrace these advancements, they can expect not only enhanced efficiency but also a competitive edge in a rapidly evolving market.

Get a better understanding of the risk-return profile for your investments. Use comprehensive technical, fundamental, and quantitative analysis to make better investment decisions. Statmetrics is a comprehensive solution for portfolio analysis and investment research. Statmetrics is optimized to be used on Android mobile devices. It allows you to access global market data, news, monitor and screen markets and perform charting and technical analyses, build and backtest multi-asset portfolios. You can also apply portfolio risk-return optimization strategy, analyze the fundamental characteristics of portfolios or potential investments.

Elevate your investment strategy with the premier cryptocurrency portfolio management platform designed to streamline the oversight of your exchanges and wallets seamlessly across all devices. Gain access to a diverse range of over 45 exchanges, allowing you to manage your assets effortlessly. Coinigy’s extensive connectivity within the cryptocurrency ecosystem offers up-to-the-minute pricing information, robust spot trading capabilities, an Arbitrage Matrix, and a suite of portfolio management and aggregation tools. As a comprehensive solution for all your portfolio management needs, Coinigy keeps you informed with SMS and email alerts for price changes and trade opportunities, ensuring you remain proactive in your trading endeavors. Additionally, Coinigy acts as a powerful anti-theft measure for your crypto assets, enabling you to monitor multiple exchanges and wallets from a single dashboard. With no extra trading fees when using Coinigy, you only pay for the subscription that suits you once your trial period concludes. Overall, Coinigy stands out as the most extensive trading and portfolio management tool for bitcoin and other cryptocurrencies available today. Investing becomes more efficient and secure with Coinigy, as it consolidates all your trading activities into one user-friendly interface.

Our SMA partners serve as a seamless entry point for those interested in digital asset investments. For those seeking the ease of participating in a trust or fund while enjoying the benefits of tax efficiencies, flexibility, and a variety of asset options akin to direct ownership of digital assets, this pathway is highly appealing. With specialized knowledge in digital assets, SMA partners oversee every phase of your client's investment experience, from initial onboarding to ongoing portfolio management. The BITRIA digital turnkey asset management platform enhances digital asset investing by providing top-tier portfolio management features, granting advisors, asset managers, and CIOs distributed access and control over both firm and client accounts, as well as model strategies. It enables the onboarding of client funds, the adoption of either pre-designed or personalized portfolio allocations, and the rebalancing of positions, among other capabilities. All client accounts can be managed through a unified interface, facilitating multi-tiered allocations and rebalancing tasks, ensuring a streamlined investment process. This integrated approach makes it easier for professionals to navigate the complexities of digital asset management efficiently.

WunderTrading allows you to trade and invest in cryptocurrency seamlessly. Trade the top crypto traders with transparent track records, copy trade them, trade yourself using TradingView's advanced trading terminal, or create a fully automated trading bot using TradingView. Platform is built on top crypto exchanges and includes the following features: 1. Advanced trading terminal 2. Copy-trading: Traders can copy trade other traders and bots. 3. TradingView users can create trading robots and automate them using Wunderbit Trading 4. API allows exchanges to be connected. 5. Connected exchanges: Binance, ByBit, Deribit, Coinbase, OKX, Kucoin, Bitget, BingX, Phemex, Kraken, Woo X.

Coinmatics is a financial technology firm that offers a service enabling cryptocurrency traders to replicate the trades of others. This innovative tool allows seasoned traders to enhance their earnings, while novice traders can benefit without needing extensive expertise or experience. With our cutting-edge copy trading platform, successful cryptocurrency trades can be executed automatically, applying profitable strategies directly to your trading account. Users can select from a diverse array of unique strategies put forth by meticulously vetted crypto traders who have proven their effectiveness. This platform creates a distinctive opportunity to achieve capital growth, merging the realms of cryptocurrency and traditional investments seamlessly. Experience the rewards of active cryptocurrency trading while enjoying a more relaxed approach to investing. You can diversify your investments by allocating funds among various traders, each employing different trading methods. Additionally, you have the flexibility to adjust your risk tolerance for each strategy you choose to follow. Importantly, our platform operates without requiring direct access to your funds, ensuring a secure trading experience. Finally, enjoy the peace of mind that comes with automated trading backed by reliable strategies.

We create a diverse investment portfolio tailored to your needs, utilizing established strategies to enhance your financial growth. This includes a mix of global equities, Australian stocks, and government bonds to ensure broad exposure. Stockspot stands as the premier online investment advisor in Australia. Our approach involves constructing a personalized portfolio with ETFs (exchange-traded funds), allowing you to tap into various investment opportunities while minimizing fees. The key to successful investing lies in maintaining a diversified portfolio coupled with the discipline to remain committed to it, which may seem mundane but is incredibly effective. Stockspot's portfolios are strategically designed to focus on both capital appreciation and income generation through dividends. Our advanced technology streamlines essential tasks such as portfolio rebalancing and reinvesting dividends, ensuring your investments remain robust and costs remain minimal. Each dollar saved on fees translates directly into increased returns for you. We conduct regular assessments of your assets and the market landscape to maintain a well-balanced portfolio. Additionally, we encourage you to continue adding to your investments, accelerating your journey towards wealth accumulation. By staying proactive and informed, you can maximize your financial potential.

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.

Arbor's institutional Portfolio Management System (PMS) allows hedge funds and family offices to manage complex portfolios from one system. We have created a Crypto Portfolio Management (Crypto PMS) that allows you to manage both traditional and digital assets together on one platform, giving you years of future proof investing. This includes complex Crypto derivatives with many exchange connections. Detailed FX products along with many traditional securities like Fixed Income, CFDs, Futures, Options, Loans, Invoices etc. The hedge fund crypto portfolio management system includes comprehensive portfolio analysis, performance contribution, compliance (pre & post trade), order management and middle office functionality. Realtime, mobile and portal reporting give you constant access to your funds. Along with many Crypto exchange connections we provide, API, FIX and multiple market data feed choices enable us to configure the Portfolio Management System exactly as you require.

Introducing your automated cryptocurrency portfolio management and trading solution: BitUniverse. As one of the pioneering apps in portfolio tracking, BitUniverse enables effortless monitoring of your balances and profits across various exchanges and wallets. Additionally, it allows users to toggle between fiat currency, Bitcoin, and Ethereum data seamlessly. Currently, our platform supports auto tracking for over 100 exchanges and Bitcoin/Ethereum wallets. If you find yourself constantly navigating between platforms like Binance, Huobi, and OKEx, BitUniverse is the perfect remedy for your trading needs! Furthermore, BitUniverse now facilitates trading on more than 22 exchanges, enhancing your options. With the newly introduced Grid Trading Bot feature, you can maximize your profits even in volatile market conditions. Users who utilize the Grid Trading feature experience an impressive average annualized return exceeding 100%, demonstrating the effectiveness of this innovative tool. Take control of your cryptocurrency investments today and experience the benefits of automated trading!

Agilis Wealth Management's philosophy centers on empowering you to oversee your clients' wealth effectively while simultaneously fostering greater wealth for them and yourself. Recognizing the importance of adding a personal touch to client interactions, Agilis WM provides an innovative platform designed to give you a comprehensive 360° perspective on your investors, allowing for first-degree management. With features such as Portfolio Rebalancing that keeps you aligned with smart Trade Recommendations, and Trade Order Management that streamlines workflows for swift transactions in response to market dynamics, the platform enhances your operational efficiency. Additionally, our Risk Management tools ensure adherence to both regulatory standards and internal policies, while our Analytics capabilities equip you with essential technical insights. Finally, the Model Portfolio feature allows for effective benchmarking against indices or custom models, ensuring that you are always positioned for success in wealth management. With these resources, you can elevate your practice and deliver exceptional value to your clients.

A comprehensive crypto management system includes pie charts for asset allocation and historical performance graphs. It offers detailed evaluations of portfolio performance along with daily, weekly, and monthly profit and loss reports for each token and the overall portfolio. The system enables periodic portfolio rebalancing through advanced AI and deep learning techniques. Users can seamlessly convert tokens across multiple decentralized exchanges and manage their funds on various centralized platforms with ease. Features like trailing stop-loss orders and conditional trailing stop-loss orders are included, along with options for multiple standby orders. Additionally, the system supports DSL for programmable ordering. Users receive news alerts and notifications for sudden price movements related to selected tokens or their entire portfolio. The platform also provides recommended ICOs with regular updates and reminders for key timelines, while allowing participation in both private and public sales. An open API is available for third-party integrations, enabling functionalities such as prominent news curation, market sentiment analysis, and AI-driven trading recommendations for entry and exit strategies. This all-encompassing approach ensures that users are well-equipped to navigate the dynamic crypto landscape effectively.

You can now effortlessly invest in cutting-edge technology through seven newly introduced Magnifi Managed Portfolios. Esteemed figures from Wall Street and leading financial experts provide valuable perspectives on current trends featured on Magnifi as well as broader market developments. Utilize the world's first marketplace for finance, powered by semantic search, to find, compare, and invest wisely. With Magnifi, intelligent investing is conveniently at your fingertips. The introduction of these seven innovative portfolios allows users to explore investment opportunities directly. These managed portfolios are constructed around Morningstar indexes and employ thematic strategies aimed at harnessing exposure to specific innovation sectors that are transforming our world. Individual investors now have the opportunity to engage with thematic strategies and benefit from portfolio rebalancing oversight in areas like big data, robotics, fintech, health tech, and more, all without needing an ETF or mutual fund. Each managed portfolio is designed to closely follow a Morningstar Index, focusing on delivering a high level of thematic consistency and purity for investors. This innovative approach offers a fresh avenue for individuals to align their investments with the future of technology and innovation.

Streamline your cryptocurrency investments effortlessly by harnessing the combined strengths of AI and automation. Our comprehensive crypto platform presents a multitude of advantages for traders and investors, enabling them to enhance their crypto assets while reducing potential losses and risks. We have incorporated an advanced technical analysis tool to generate reliable crypto signals, with our indicator being powered by TradingView, which analyzes various technical metrics to inform your buying and selling strategies. Users can conveniently exchange their cryptocurrencies for other coins directly on our platform, eliminating the need to transfer funds to external marketplaces for conversions. We offer immediate swap options and maintain the most competitive conversion fees available. Keep track of your balances, overall dashboards, and performance metrics with ease, all while on the move. Monitor real-time crypto prices, gain comprehensive insights into your trading activities, and diversify your portfolio by making informed and lucrative trading choices. This seamless experience is designed to empower you in navigating the crypto landscape efficiently.

Upon establishing an Axos Invest account, we will suggest a tailored investment portfolio that takes into account your time frame, risk tolerance, and expected returns in order to formulate a strategy that aligns with your preferences. Although our Managed Portfolios are designed for precision and efficiency, they remain adaptable to your needs. Beyond simple rebalancing, should you revise your personal information or financial objectives, we will modify your portfolio to ensure you stay on track towards achieving those goals. It's crucial to consider both your immediate and future financial aspirations, whether that involves saving for an upcoming vacation, accumulating funds for a home down payment, or creating a safety net through an emergency fund. Our team is here to assist you in crafting an investment plan tailored to your objectives. Furthermore, we will help you assess how much you can contribute towards retirement while setting clear investment targets, whether through an individual automated investment account or a Traditional or Roth IRA, providing comprehensive support throughout your investment journey. Ultimately, our aim is to empower you to take charge of your financial future.

Making Rebalancing More Manageable Creating an asset allocation strategy for a portfolio may appear straightforward, yet adhering to that strategy can prove challenging. However, with the i3DIY platform, portfolio management and rebalancing become significantly less complicated. By establishing an i3DIY account, investors can integrate various investment accounts into the system and align them with tailored portfolio plans that feature specific asset allocations. Each of these plans is distinctly named, allowing for the flexibility to modify them as circumstances change. Users can either construct their own portfolios or select from available options on the platform. This functionality ensures that you can effortlessly monitor your investment goals throughout the year and beyond. Additionally, i3DIY provides a valuable feature that sends email notifications whenever any of your accounts fall out of balance. While minor fluctuations in the portfolio may go unnoticed, you will be promptly informed if the allocations deviate significantly beyond the set thresholds. This way, rebalancing becomes a more straightforward and manageable task for investors.

Link your accounts seamlessly to monitor your portfolio and compute your taxes efficiently, all while ensuring your data is encrypted by you alone. With direct real-time connections to exchanges, you can import trades and transactions effortlessly, allowing you to instantly assess their effects on your portfolio and tax obligations. These direct connections guarantee that your data remains private, as we don't have the ability to access or log your information. If your exchange isn't currently supported or is inactive, you can still upload your data using our tailored CSV format. For smaller batches of transactions, manual entry is also an option. We recognize the value of every asset you hold, presenting you with a comprehensive total in your preferred currency. Gain insights into your asset performance over time, reminiscing about previous successes while strategizing for future opportunities. Additionally, you can analyze the distribution of your account value across various assets, enabling informed investment and rebalancing choices. Support is available for capital gains and income tax calculations for both the UK and USA, ensuring you're well-equipped for your financial planning. With our platform, you can confidently navigate your financial landscape and make educated decisions regarding your investments.

Unify multiple accounts into a comprehensive strategy with Pontera, which enables advisors to oversee and manage 401(k), 403(b), and other held-away accounts, ensuring they effectively address their clients' requirements. By optimizing tax strategies, advisors can enhance client wealth over time. The Pontera platform allows for swift and efficient allocation of investments between taxable and tax-deferred accounts, enabling advisors to better serve their clients. Furthermore, Pontera enhances transparency by helping advisors present a clearer picture of portfolio activity to their clients. In conjunction with existing technologies, Pontera provides greater portfolio visibility, allowing advisors to offer a more cohesive service. By regularly rebalancing and monitoring retirement accounts, akin to custodial accounts, advisors can provide stability and reassurance, particularly during market fluctuations. This proactive approach not only boosts client satisfaction but also contributes to improved long-term financial outcomes. Ultimately, Pontera empowers advisors to maintain control and confidence for their clients in an unpredictable investment landscape.

Zoe Financial is a contemporary digital wealth management platform designed to provide a cohesive experience for both clients and financial advisors, facilitating effortless onboarding, investment account creation, funding, and portfolio supervision with an emphasis on achieving more favorable financial results. It links users to carefully selected independent fiduciary financial advisors and allows for digital account creation within minutes, thus removing the need for paper forms and streamlining both cash and investment transfers. After accounts are established, Zoe’s innovative technology offers features like automated portfolio rebalancing, strategic tax management approaches such as tax-loss harvesting, direct indexing, and fractional share trading, all aimed at enhancing after-tax returns and sustaining target allocations. The Zoe Model Marketplace grants users access to diverse portfolios and investment strategies curated by renowned global asset managers, while also equipping users with tools to monitor performance and manage accounts in a collaborative manner between clients and their advisors. Ultimately, Zoe Financial aims to revolutionize the wealth management experience by integrating cutting-edge technology with personalized financial guidance.

One Click Crypto is a crypto asset management company specializing in developing AI-powered trading bots. As of Sep 29, 2022, the strategies at OBC have achieved a 312.5M aggregated traded volume at a monthly outperformance of +3.62% against the market.

Introducing Jet-Bot for Binance: an innovative crypto social copy trading platform designed to facilitate safe online earnings! This dynamic platform allows you to automatically replicate the strategies of top traders on Binance around the clock. Users can explore demo accounts featuring a virtual portfolio of $100,000, and take advantage of a complimentary three-day trial. Members actively engage with each other, sharing insights and experiences, and are always eager to assist with any inquiries. The Jet-Bot team is available to provide support and guidance, ensuring you stay informed with the latest updates and crucial news in the trading world. Additionally, you can view remarkable trading outcomes and begin trading independently as you develop your own strategies and analyze your profits. The community aspect enhances the experience, fostering collaboration and knowledge exchange among users.

Blackwave offers cutting-edge, contemporary, and visually appealing solutions tailored for trading, quantitative analysis, portfolio optimization, and pre-built strategies, among other services. Our team specializes in creating or integrating these solutions for hedge funds, brokers, and quantitative professionals. Committed to innovation, Blackwave delivers personalized solutions that encompass trading, quantitative analysis, portfolio optimization, cryptocurrency development, and various other Fintech applications. As a global leader in IT and advanced technology, we empower our clients to harness the vast potential of technological advancements for a better future. We prioritize our clients' needs by providing exceptional tailor-made solutions designed to enhance their operations. Our mission is to assist institutions and exchange firms in developing and implementing top-tier Fintech and trading technologies. Each day presents new challenges, which is why we continually seek fresh talent to join our team. By fostering a supportive and innovative environment, we provide opportunities for growth and collaboration within our structure. Our commitment to excellence ensures that we remain at the forefront of the Fintech industry.

The Cobo DeFi Fund (Cobo DYF Fund) is a safe and simple way to gain diversified exposure in one of the fastest growing segments of the crypto ecosystem. The Fund seeks out the most promising Decentralized Finance ("DeFi") crypto assets. It also includes a portfolio protocol tokens that aim to fundamentally disrupt large portions of the legacy financial system. We are able achieve stable returns without the headwinds of liquidity mining. Assets are screened for potential risks and weighted according to market capitalization. Monthly rebalancing is done. Our world-class secure and compliant custody is used to hold assets.

Diversiview by LENSELL is a cloud-based portfolio analysis and optimisation platform that empowers both retail investors and investment professionals to enhance the performance and robustness of their portfolios. Using Diversiview, investors can: - Compute comprehensive portfolio metrics, including expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, and drawdown recovery time. - Assess diversification in detail at the individual holding level. - Explore projected performance for the current allocation and compare it with thousands of alternative portfolio scenarios. - Identify efficient allocations along the Efficient Frontier — such as the Minimum Risk and Optimal Portfolios — using our proprietary Dual-Objective Optimisation Approach (DOOA). - Backtest allocation strategies to evaluate how they might have performed historically. For advisers, Diversiview also offers the ability to store unlimited portfolios, link them to clients, set benchmarks, build and maintain model portfolios, and easily rebalance or re-optimise them when needed.

Our passion for cryptocurrency drives us to create a sustainable income through it. This enthusiasm motivates us to share our insights and experiences. We developed the CopyTrader Pro platform, which allows you to replicate the trading strategies of seasoned cryptocurrency professionals while learning from their expertise to cultivate your own trading strategies. Become a part of our vibrant crypto trading community where you can exchange ideas, engage with other traders, and find fresh inspiration for your investment journey. Together, we can navigate the exciting world of cryptocurrency trading.

Optimizing after-tax portfolios and asset allocation involves evaluating investment strategies across multiple periods, focusing on metrics such as asset weight, market value, cost basis, cash flows, management fees, turnover, taxes, and after-tax returns for each individual asset. This comprehensive analysis can encompass up to 100 different assets over 120 distinct periods, with intervals that can vary from daily assessments to annual evaluations. Additionally, the framework allows for the creation of sub-portfolios tailored to various tax implications and ownership scenarios. By incorporating international asset class return series, one can enhance forecasting model inputs, while Monte Carlo simulations enable the testing of constructed portfolios under various market conditions. Furthermore, the "What If" portfolios feature allows for the development and comparison of customized investment strategies tailored to specific goals. The model also accommodates international currencies and tax rates, providing a global perspective on asset allocation. To account for economic cycles and shifts, the approach integrates time-varying asset returns and standard deviations, ensuring that strategies remain relevant in changing markets. Ultimately, this process culminates in extensive client reporting, tailored to meet the specific needs of each private client.

Utilizing our Investment API allows you to create investment solutions that your users will truly appreciate. Users can begin investing with as little as 1 EUR by incorporating fractional investments directly into your platform. They have the ability to execute fractional orders in real-time, while we take care of the intricate details behind the scenes. Upvest not only provides a unique trading license but also navigates the regulatory hurdles on your behalf. The concept of fractional investments fosters a more inclusive and user-centric approach, appealing to diverse investor profiles. You can merge stocks and ETFs in one cohesive portfolio, with plans to soon integrate crypto assets as well. Additionally, you have the capability to establish and manage personalized rebalancing triggers to create customized portfolio structures, thereby enhancing user engagement through options for recurring savings and withdrawal strategies. By leveraging these features, you can ensure a dynamic investment experience that caters to individual preferences and encourages long-term participation.