Alternatives to MarketRacoon

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.

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.

StockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors. StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions. * Import your accounts from brokerages to get started quickly * View prices, performance, allocations, and many other details. * Track the change in value over time for your investment portfolios. * Keep a watchful eye on securities that are on your buy list. * Analyze historical price data. * Companion apps available for Android and iOS. * And many more...

How should you allocate assets within your investment portfolio? MarketRisk makes it easy to decide how. It uses a unique algorithm to evaluate the risk inherent in each asset based on its current market price. MarketRisk limits the risk to your portfolio to the level of your risk tolerance. You can choose up to seven investable assets, including stock indexes, precious metals, and bonds. MarketRisk calculates your position size in each asset by entering the market price and your risk tolerance. MarketRisk does not replace a financial advisor. However, it is a useful research tool. The past 50-year performance averages 16.3% per annum. Each portfolio combination is backtested from 1929 to 2020. The last 50 years of performance are shown.

Marketlog is a product of a project that has been meticulously designed and developed over a period of 2 years by the team that created Myfxbook.com – the leading forex portfolio service. Marketlog has been built from the ground-up to match the quality of our users' experience over the last 15 years. The service is free (with paid plans also available) and allows you analyze and compare your portfolio of stocks in a completely automatic way. It is also very easy to use and allows you to track trading portfolios across different brokerages. (Over 10,000 supported!) You can view all your stock portfolios in one dashboard, and you can even see other traders who share their stock portfolios with you! We've invested more than $3,000,000 in research, development and we hope you like the results as much as us. We are constantly adding new features to the service!

SuisseTechPartners, a market-leading cloud-native Portfolio Management System, was developed by industry experts with decades-long market experience. PMplus is a front-to-back wealth and asset management system. We offer a wide variety of products, including: Portofolio management System Accounting and Multi-jurisdictional NAV Investment Book of Record Partnership Accounting OMS Order Management IRM and Regulatory Compliance Management Fees and Billing Cash Management Multi-asset class Integration Data Management Platform Reconciliation Services Client Reporting and Web Portal Customer Onboarding and KYC GIPS Performance and VAR Modeling

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.

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.

CONSOLIDATION Centralize all your activities in one single solution while addressing your business issues – including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. AUTOMATION Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes with full-STP workflows and real-time data sharing between all your Front, Middle and Back office teams. PERFORMANCE OPTIMIZATION Steer your performance and mitigate risks thanks to decision making tools based on IBOR real-time calculation engines (simulation, ex post and ex ante market risk monitoring, performance analysis, stress tests) REGULATORY COMPLIANCE Benefit from an embedded library of pre-configured ratios to monitor your regulatory and statutory commitments in pre and post trade CUSTOMER REQUIREMENTS COMPLIANCE Take advantage of a flexible and scalable rules engine to ensure compliance with customer requirements – in terms of risk-taking, asset allocation, blacklists, etc. and automate customized reports generation for each customer

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.

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.

The Fundamental Portfolio Manager (FPM), an innovative, end-to-end Investment Management Solution, utilises modern technology. It supports the Front, Middle, and Back Office needs of wealth managers, unit trusts, fund managers, mutual funds, hedges, multi-managers, pension funds, and unit trusts. Many of the top Investment companies in Southern Africa have made us their clients, with assets under management of over R1 trillion. FPM is the most technologically sophisticated end-to-end investment management platform on the market. Our ability to continuously improve FPM and adapt it to the latest international technology has made us a success in a dynamic market.

Funds-specific operating system. You can connect directly to your back-office and keep track of your investments. Automate the data collection process to track your companies' progress and better serve their needs. With our powerful report builder, you can create custom LP reports or access real-time data from Excel. To align your investment team, centralize your deal pipeline and save hours of manual entry every day. Your firm's network can be leveraged to help you with sourcing deals and recruiting.

PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.

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

Since 2016, Kore has been pioneering the way for private companies seeking funds with its top-tier online platform. It streamlines the entire fundraising process, from issuing securities to managing shareholder relations and cap tables. Kore is an All-In-One platform to help companies in their capital raising process. Whether it's a RegCF, RegA+, or RegD offering, we can streamline the way compliantly. Also, our technology boosts investor communications, taking your investor relationships to the next level. Investors, brokers, lawyers, accountants, and investor acquisition experts all benefit from our integrated ecosystem. We also have a lot of educational content to guide companies on their fundraising journey. Our articles, videos, and webinars can assist investors in getting savvy about Private Capital Markets and their opportunities. Perfect for curious minds looking for the latest in Tech and investment insights.

EquBot AI with Watson assists asset managers navigate the exponentially growing data. EquBot AI with Watson creates explainable and customized AI-powered portfolios as a service (PaaS), indices, and signals that help them navigate the increasing amount of data. EquBot AI with Watson transforms data to better investment outcomes for other asset owners and insurance companies through explainable and customized AI powered portfolios as services (PaaS),indices, and signals. EquBot's custom AI portfolios, indexes, signals, and signals with Watson can be used to not only keep pace with, but also to thrive in an ever-changing world of data. EquBot AI with Watson enables you to harness the power of EquBot AI to build, monitor, and adjust client portfolios in order to help them reach their goals. Personal Investors can harness EquBot AI with Watson's power to transform data into better investment outcomes using AI Powered ETFs.

Advisors believe that OTC funds/indices or separately managed accounts are the best options for digital asset exposure, while keeping client assets under advisory. Advisors can manage bitcoin (and other digital assets) directly for clients while keeping assets under advisory. Fidelity Digital Assets(sm) also protects bitcoin. We have the tools to help you trade in bulk or individually. Fidelity Digital Assets (sm) and Komainu are our partners for digital asset security. We can replicate your current billing and advisory fee collection. Choice allows you to trade via Interactive Brokers and Kraken from one retirement or investment account that is in qualified custody. We can also handle REITs, physical assets, real estate, and other alternative assets for clients. You can trade stocks, ETFs, digital assets, and more all from one account. If you wish to provide a login for your client, there is no additional charge.

Trade in real-time, manage your portfolios and perform pre-trade checks. Our web platform makes it easy to trade all markets with your banks and brokers. Manage all your investments. Trade 15 million securities in all asset classes worldwide. Automate pre-trade compliance. Referential data covering over 15 million securities. Connect to external systems, access data, and place orders. QUO, a SaaS platform that runs on cloud computing, is the perfect solution for all your work-from home needs. You can manage all client portfolios anywhere. An integrated view of all your positions and exposures, including intraday gains and losses. All OTC and listed assets are accessible without the need to purchase additional data. You can connect seamlessly to your existing systems. We will connect to your existing systems by asking your bank's relationship manager to go live with QUO. Our specialists will help to optimize your alpha by recommending the best workflows.

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.

All-asset electronic trading solutions for buy-side traders that are industry-leading. Our SaaS model makes it easy to install our trading solutions. It's for those who are in urgent need of it. We are Ultimate Trading Performance together. TradeSmart, our core OEMS platform that makes it all possible, is the foundation of everything. It displays what you need, customized to your liking. BidFX is a pioneer in multi-asset FX trading, and the leading provider of broker-neutral electronic trade solutions for the global FX market. BidFX is a pioneer in multi-asset FX trade and the leading provider of broker-neutral electronic forex solutions for the global FX market.

After-Tax Portfolio Optimization, Asset Allocation. Multiple Period Investment Horizons with Per-Period Results: Asset Weight and Market Value, Cost Basis Cash Flows, Management Fee Turnover, Taxes, After-Tax Returns For Each Asset. Analyse of up to 100 assets over 120 periods. The period intervals can be from daily to annual. Sub Portfolios for Modelling Different Tax and Ownership Structures. International Asset Class Return Series to Forecast Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios are used to create and compare custom portfolios. International Currencies and Tax Rates to Model Around the World Economic Cycles and Shifts Modelling with time-varying asset returns and standard deviations. Extensive private brand client reporting.

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

All your brokers and buy sides are accessible. Execute orders on over 100 markets. All you need, from automated low-touch trading through complete order and risk management. Equities trading has never been more complicated. Advanced technology is essential to grow your business. It can unify your operations, simplify workflows, and increase your efficiency. Fidessa is the perfect solution for all your equities trading needs, no matter if you are a boutique broker, global bank, or both. Our solution offers sophisticated algorithmic trading, order management, seamless processing to the middle-office, integration with third-party technologies, and seamless integration with third-party systems. Instant access to over 6,500 buy-side customers, 600 brokers. You can place orders on more than 100 equity markets.

FlexTRADER®, the industry's most trusted multi-asset execution management software (EMS), is trusted worldwide by tier-one asset managers as well as hedge funds trading equities and FX. It is known for its exceptional performance, quantitative analysis, and global connectivity to liquidity sources. FlexONE is our all-inclusive order/execution management software that facilitates and streamlines the complex trading needs of the global hedge fund community. FlexFX is an award-winning, algorithmic trading and execution management software for buy-side institutions that trade FX. FlexFX integrates seamlessly with OMSs and offers integrated post-trade allocation solutions. FlexFX is trusted by the largest asset managers in the world. It allows traders to efficiently manage large orders, regardless of their block size, and across multiple value dates.

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.

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.

All your financial information in one place. No more logging in to multiple websites. Our financial services connect with your financial institutions to simplify your financial life. We can save your transactions history, balances, and holdings. Wealthica provides a historical view of your net worth over time. This allows you to focus on the big picture and track your progress towards your financial, networth or retirement goals. Track stocks, ETFs and funds, as well as private investments, cryptocurrency, and other investments. You can keep track of your portfolio easily. Wealthica makes it easy and automated. You can create a budget and export it to Google Spreadsheet or Excel. Portfolio, rebalance with Passiv, report capital gains, income, or fees. These are just a few of the Wealthica power-ups. Wealthica is available both as a web app and as a mobile companion app for iOS and Android. Wealthica will ensure that you always have your net worth in hand.

Investors will make better decisions if financial advisors aren’t afraid to discuss risk. No more stereotyping investors based on age. It is time to act in the best interest of investors and prove that it quantitatively. No more stereotyping investors based on their age. It is time to act in the best interest of investors and prove that quantitatively. Risk Assessments are able to pinpoint the level of risk that an investor is willing to take. They eliminate all stereotypes that have made risk tolerance almost meaningless. The most scientific framework can be used to objectively determine an investor's Risk Number®, regardless of whether you are in the same room or around the globe. Portfolio analysis allows you to determine how much risk an investor is currently taking.

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.

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.

Management of business critical tasks in fixed income portfolios used US banks and other companies. Paragon is an accounting solution for fixed income portfolios. It processes bonds and money market instruments. It's based on three main business functions: trade capture and processing, reporting, and reporting. Banks can manage their exposures through accounting and position-keeping platforms. Old-fashioned paper reports can be difficult to understand and communicate concise information to stakeholders and executive board members. Paragon provides management reports with attractive graphics that include inventory, cash flow and maturity. This will give all stakeholders more insight and help decision makers.

Financial professionals who listen and tools that deliver. You can get robust technology that works seamlessly with highly-skilled fee-based financial professionals in order to deliver a truly customized solution for you. Financial transparency is now more transparent than ever. Our financial professionals will help you create a Personal Strategy based on your unique goals and preferences. Then, they'll implement it into a portfolio which is tax optimized, minimizes risk and is regularly rebalanced in order to match your constantly changing situation. We can help you create a portfolio that is diversified around the things that you care about, whether you are looking for sophisticated financial management or more advanced investment solutions.

Welcome to Co-Pilot. This is the next-generation platform for active wealth managers that offers multi-asset portfolio trading. Flyer provides a complete FIX solution that includes software, integrations and development kits, as well as support. Co-Pilot, a comprehensive investment platform, centralizes portfolio management and order management in one multi-asset application supported by Flyer Trading Network. Developers can quickly create their own trading platform using the Co-Pilot API. They can also connect with trading partners to create an accessible and easy-to-use experience for their users. Advanced order routing and allocation network that standardizes connectivity and workflows, making it easy to trade with brokers and custodians. Advanced trading tools are needed to optimize complex workflows that are inherent in managing large portfolios of mutual funds and equities. The number of possible portfolio combinations is limitless, as well as the possible allocation combinations.

Derivatas provides an end-to-end solution for financial reporting (ASC 820 and ASC 718), tax compliance, IRC 409A, deal analyses, and tax compliance. Derivatas was founded by experienced valuation professionals. It combines industry knowledge with the latest technology in cloud computing, data analytics, and other tools to provide the best valuation platform in the market. Derivatas was founded in 2011 and has been a trusted provider of valuation services by many of the top accounting and venture capital firms. Derivatas is the right partner for you, whether you need valuation services or a self-valuation platform. We specialize in valuations of venture capital funds and the companies that finance them. We are the best at what they do because of our focus. Derivatas takes away the hassles of financial compliance so you can concentrate on growing your business.

It can be a time-consuming task to keep track of multiple investments and consolidate them in one place for easy access. Dion's intelligent Portfolio Tracker was created to help investors manage multiple asset classes through an easy-to-use online platform. Dion's Portfolio Tracking & Reporting tools are used by thousands of Indian investors and financial advisors to analyze and manage their investment portfolios across various asset classes such as equities and mutual funds, FDs and loans, real estate, derivatives and borrowings. Portfolio Tracker consolidates all investments automatically. This allows Investors and their RM to monitor their investments' performance with just a few clicks on all devices. It is accessible from anywhere, at any time. Intelligent, value-added reports such as transaction reports (date-, yearly or industry-wise), annualized return, etc.

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.

You need tools to be a successful investor. We are no longer in the age of speculation and slide rules. You need the right tools to interpret the data and get a complete picture of the market. Data is also necessary. Data is what drives the financial engine. You need reliable, consistent data to support your decisions and calculations. You need insight. You are an individual, but you are not alone in this. To help you assess the validity of your opinions and to find new ideas, it is important to harness the power of a community of like-minded people. Get feedback on your company analysis and share stock investing ideas with likeminded people. Take Stock will show you how to invest quickly and easily in the stock market using a proven approach that focuses on high-quality companies.

AllInvestView is a comprehensive investment dashboard crafted to streamline the management of your complete investment portfolio. It caters to a wide range of investments, including stocks, bonds, mutual funds, and cryptocurrencies, offering a cohesive overview and detailed analytics. The platform is equipped with a fixed income module, automated dividend monitoring, and presents all these features through an intuitive interface. AllInvestView differentiates itself by accommodating a diverse array of asset types along with unique tools tailored for monitoring fixed income and yields. It introduces an effective ticketing system for swift modifications and access to transaction specifics. Additionally, the platform enhances investment strategy with advanced asset allocation tools, such as efficient frontier analysis. Future enhancements include tax reporting support, simplifying financial management for our users further.

Claritus, a technology-driven private wealth management service, allows you to track, understand and take control your wealth from one place. Claritus believes that you should be able to see your assets and investments clearly and easily without needing a master's degree in finance. We understand that privacy and security are very important to you. That is why we adhere to the highest standards in data security and encryption. Claritus allows you to know that your data is only for your eyes with Claritus. Claritus allows you to access, track, and take full control of your portfolio from one interface. Claritus is your beacon of light in a confusing sea of apps, services and spreadsheets. It's easier than ever to get real-time data from over 17,000 global financial institutions, brokerages and other financial organizations. To automatically keep track your portfolio.

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.

Comarch Wealth Management is a multi-module platform that allows you to give the best investment advice to your clients no matter who they may be or how they change. In minutes, you can make next steps. Keep in touch. Establish lasting relationships. Our system is designed to help clients and advisors make the right investment decisions step by step. No matter how many clients or which segment they are from, your service will remain at the highest level, no matter how experienced your advisors. It will take you less time than it takes. It takes only a glance to see the entire client's investment picture. This allows you to make accurate recommendations in one meeting. It will be easier to reach you. Think client app, online meetings and shared investment ideas. It's important to remember that it will be easier for you to keep your finger on what's happening.

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.

LUSID is a portfolio management system that goes beyond the standard systems. It gives confidence in positions, P&L, exposure and cash. It also provides tools to improve efficiency in investment operations. You can access core investment data from a single location, easily access positions, cash and reconcile positions, and produce shadow NAVs. You can access all the tools and processes to carry out day-to-day operations within the middle and the back office, including position lifecycle management tools and reconciliations. We offer tax-lot accounting, which includes a suite P&L reports and cash reports as well as shadow NAV. Our PMS is built on LUSID. This means that it is an append only, immutable database, which captures data with two time stamps. Even when deleted, data is never lost. Use powerful tools such as our data virtualization engines to analyze your data and create your own customizable analytics and reports.

XTERP, CMMS software (Computer assisted maintenance management) XTERP is a management system for any type business. It has many modules. XT-ERP was designed and built to be used as a SaaS solution. It allows you to federate information and share it within your company. Its simplicity and optimized process result in time savings, increased efficiency and cash flow, and a precise short- and medium-term vision. Virtual installation - No hardware investment - No technical support - SaaS mode offers a faster return on investment but the real benefit is in saving internal resources. This flexibility allows for the functional scope to be reduced, extended, and the application extended to new employees. To optimize Working Capital Requirements (WCR), keep an eye on sales and purchases. The Workflow manages the sales circuit, and allows you to easily create commercial documents using a drag-and-drop process. It also respects your rules.

Swissquote Bank Ltd. is more than a broker. The Swiss Federal Banking Commission granted the company banking and transferable securities trading licences in 2001. It is also subjected to supervision by Swiss Financial Market Supervisory Authority FINMA and is a member the Swiss Bankers Association. Since May 2000, Swissquote Group Holding Ltd. (SQN), has been listed on SIX Swiss Exchange. Transfer fees will be reimbursed up to CHF 500 Zero account maintenance fees. Trade over 3 million products at competitive prices Swissquote will open your trading account. Send the bank documents showing the transfer fees to marketing@swissquote.com. We will pay up to CHF 500 for the costs. Our multilingual Customer Care Center can assist you with any technical questions, order placement assistance, and financial advice.

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.

Invest in stocks. Learn from others. The stock market is social because it is open to the public. Follow other investors, find companies to trust, and invest with any amount. {We're on the mission to open the stock market to everyone by making it inclusive, educational, and fun.|We are on a mission to make the stock market accessible to all by making it inclusive, educational and fun.} Public is an investing social network that allows members to own fractional shares in stocks and ETFs, follow top creators, and share their ideas with other investors. Public makes the stock exchange an inclusive and educational space. It also has social features that allow you to share your ideas with others as you grow your investor confidence.

We have you covered, whether it's unusually high news coverage, a new SEC filing or approaching ex-dividend dates. You can keep up-to-date with all your stocks, cryptocurrencies and ETFs in one portfolio. You will be informed about the companies you care about through our daily newsletter and Thomson Reuters news coverage. You can quickly search for similar tables in previous SEC filings and download them as a bulk file. Merge figures from multiple tables automatically and select the data you are interested in. Highlight any financial document you are interested in and share your thoughts with colleagues. To find a term in any file or transcript, use the full-text search. For easy export and syncing to your model, annotate in-line points of interest.

MProfit allows you to track all of your investments from one place. MProfit allows you to import data from 700+ financial institutions and view detailed portfolio reports. You can also access capital gains in ITR format. MProfit allows you to manage your investments in stocks, F&O mutual funds, bonds fixed deposits, NPS and AIF, as well as F&O, F&O, mutual fund, bonds, fixed deposit, NPS, AIF, and other assets. MProfit is available for web, Android and iOS mobile devices. Manage your investments in Stocks and F&O, Mutual Funds. Traded Bonds, Fixed Deposits. NPS, PMS, AIF, and many other asset classes. Manage your Stocks, F&Os, Mutual Funds and Traded Bonds. Fixed Deposits, NPSs, PMSs, AIFs, and many other asset classes. Investors can manage their own portfolios or create portfolio groups to view all of their consolidated holdings. Advisors can manage client investments in category-wise and family-wise portfolios. From 700+ brokers, auto-import contract notes and back-office files for Stocks & F&O.