SharePad Description
SharePad is a platform that provides all-in-one information for private investors and traders. It offers in-depth data about everything, including shares, funds, and ETFs, across the UK, US, and Europe. Your subscription includes live updates from UK Alliance News, RNS, as well as access to powerful stock screening tools and portfolio management tools. There are many investment opportunities available. We created the Single Page Summary to help you find the best investment opportunities. The Single page summary displays all key information about a stock or fund, investment trust, ETF, or other asset on one scrollable page. This gives you a quick overview of the stock, fund, investment trust or ETF before you dive into the more detailed analysis in SharePad. You can set the single page to a full-screen view or a split screen view to quickly browse through a portfolio or watch list. You can even create your own custom mode to display the information that you need.
SharePad Alternatives
Ledgy
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Digitize your spreadsheets to create a transaction-based captable that's always accurate, scaleable, and can be updated in real time.
Accurate scenario and exit modeling will make your financing rounds a success. You can streamline your due diligence and manage every vesting schedule.
With custom dashboards, you can show the most recent information to all your stakeholders (investors, employees, and shareholders).
Ledgy automates equity plans and helps you attract and retain top talent. Employees can manage their equity and view their shareholdings as well as their vesting schedules and future valuations.
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Basil
Basil is a feature-rich and intuitive investment research and portfolio tracker app that can be used by both novice investors and finance professionals. Basil's core features include robust tools for managing and monitoring investment portfolios. The app offers a dynamic and seamless user experience, demystifying the complexity of financial markets.
Portfolio Tracking:
Basil provides users with real-time analytics and data on their investment portfolios. It provides a comprehensive dashboard which displays asset allocation, performance of investments, and historical growth. Users can track stocks and bonds, mutual funds, exchange-traded funds (ETFs), and other securities. All data is updated continuously. Customizable notifications keep users informed about significant changes and opportunities within their portfolio.
Investment Research
Basil is a powerful tool for research and tracking. It aggregates financial data, market data and in-depth analyses, giving users access to advanced statistics.
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Sensr Portal
Give your investors a beautiful, personalized, and modern view of their portfolio. Your investors can track their investments, projections and returns all on one page. You can drill down to the specifics of each investment. Keep your investors informed on the move or from their home. Our software is specifically designed for real estate investment firms. Everything is tailored to your needs. Automate and take control of your internal processes in order to increase efficiency and reduce errors. Manage all your contacts, entities and ownership data in one place. Your entire team can update and access it. Our powerful marketing automation engine is at your service. Sensr Portal integrates with your website and marketing materials to improve the funding process. Create instant landing pages to gain insight into prospect interest and engagement.
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StockMarketEye
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...
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Pricing
Pricing Starts At:
$36.99 per month
Integrations
No Integrations at this time
Company Details
Company:
Ionic Information
Headquarters:
United Kingdom
Website:
www.sharescope.co.uk/sharepad.jsp
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Product Details
Platforms
SaaS
Type of Training
Documentation
In Person
Customer Support
Phone Support
Online
SharePad Features and Options
Investment Management Software
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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