4.0 out of 5 stars
(566 Ratings)
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.
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NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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Folio.ink
Folio.ink was developed as a quick and efficient platform for sharing a curated collection of images in a sleek format, fulfilling this singular purpose entirely free of charge. This service allows users to effortlessly upload images for sharing without the need for email accounts or registration, enabling anonymous folio creation. While we prioritize user privacy, we actively monitor the platform to eliminate any illegal content, swiftly removing any folios that breach our terms of service. The images uploaded to Folio.ink are preserved in their original format on our servers, making them available for download, while those displayed in the folio's slideshow and interface are compressed to enhance loading speed. Additionally, PDFs provide a preview of the first page, and clicking on any file directs users to the original high-resolution image or the full PDF document. This user-friendly approach ensures that sharing images is not only simple but also visually appealing.
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FolioSure
FolioSure provides Private Equity (PE) or Venture Capital (VC), firms an advantage in portfolio monitoring, data operations functions, and portfolio monitoring. FolioSure, a cloud-based portfolio-monitoring system that tracks and compares portfolio companies' performance, is an end-to–end cloud-based tool. It can be integrated into your existing tech stack and processes and customized according to your requirements.
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