Alternatives to Sharesight

Keep up-to-date on the latest news, research, and recommendations that are relevant to your portfolio. Available on iPhone, iPad, and Android devices. It's easy to track your investments from one place. You can monitor the performance of your portfolio from anywhere, at any time. Receive instant notifications whenever a new recommendation is published. See the most recent ASX announcements to see which directors are selling and buying shares. This section is designed to help you make informed and quick investment decisions. Use the research section to find out what Intelligent Investor's market-beating analyst are currently covering. To keep an eye on companies you are interested in, you can create your own watchlists. You can search by stock code to quickly find all the information you need about the company. Get Australia's #1 Investment App for Free on the App Store or Google Play.

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...

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

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.

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.

Google Sheets™, a free alternative to Sharesight Accurate Capital Gains / Loss Calculator ATO Compliant Any Buy/Sell Combination (cross broker Support) AMIT cost base adjustments (Deferred tax) FIFO LIFO Highest Profit Biggest Loss CGD trades highest profit first CGD trades lowest profit first Non-CGD trades with the highest profit first Non-CGD trades with the lowest profit first

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.

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.

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

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

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

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

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

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

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

Stock Portfolio, Dividend tracker is an easy and very useful tool that allows stock market investors to keep track of their stock portfolios, dividends they receive from the stocks in which they have invested. Sign in with your Google account to backup your dividend data. Stock Dividend Tracker App will send you dividend issue notifications for each stocks issued in respective days so that the user can add stock count and dividends to the app.

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

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

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

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

You can easily track and estimate your dividend income in one place. Be notified when dividends expire. Estimate dividend income one year in advance. Divide your holdings into multiple portfolios. Record shares to 8 decimal place. Our symbols cover UK and US listings, as well as European and other listings. Try us out by adding your portfolio. DiviTrack is a tool that helps you track your dividend stocks. We display market data from multiple sources against the portfolio data that you upload. We can then calculate metrics such as the yield on cost or estimated annual income and show you. We plan to add many more features in the near future. All stock prices are currently updated at 07:00 UTC using the previous close price. Dividends and prices will be adjusted to reflect splits. Currently, we do not support this. You can manually add each reinvestment by clicking on the Add Order button.

Purple Brick is a dividend tracking app which helps you to keep track of all your investments and dividend payments. Purple Brick is the perfect tool for any investor, whether you are a seasoned investor or a beginner. Our user-friendly interface, along with our robust features, will ensure that you never miss another dividend payment. Purple Brick allows you to easily add and track dividend-paying funds and stocks. Our app will take care of the rest. Just enter the ticker symbol, the number of shares that you own and our app does the rest. You can see all of your investments, including dividend rates, payout dates, and payment amounts, in one place. Our real-time updates will ensure you always have the latest information.

Save time by tracking your dividends. You can also analyze your dividend income and view estimated and upcoming dividend payouts. Get the latest news about all companies. Track all your dividends automatically in one place. View all dividends and distributions from all stocks listed in the US. View and analyze dividends, ex-dividends, and more, for past, present, and upcoming stocks. Stay up-to-date with the latest stock news from multiple sources. As soon as the dividends are announced, you can see the actual income based on the current positions in your portfolio. Projected monthly income bar chart. Sector bar chart. Stock percentage pie chart. Dividend percentage pie chart. Ex-dividend Calendar. Set your dividend income goals, 52-week low/high bar, current yield, and yield on cost. - Bar chart of projected monthly dividend income

DivTracker makes it easy to track your dividend income. View insights into your payouts and see all your portfolios in a single place. Visualize your annual and monthly dividends. DivTracker helps you visualize and track your dividend income. You don't need to manually add up your stock dividends or check your statements every day. With DivTracker you can view your entire portfolio, analyze your dividend income and view upcoming and projected dividend payouts. DivTracker will also keep you up to date with the latest news about companies that you own shares in. Your phone will send you notifications about key dividend events, such as payment dates. DivTracker can save you countless work hours when tracking your dividend income. This app is for dividend income investors that hold stocks to generate cash flow.

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

Use a modern solution instead of a spreadsheet to track your dividend income. The Dividend Tracker lets you know exactly how much dividend income you can expect and when that money will be deposited into your brokerage account. Dividend payout calendar allows users to keep track of their dividend payments. You can easily see the amount you'll get paid, the date that you'll receive it, and the breakdown of the companies that are paying out. This is important for investors who depend on dividends to supplement or replace their income. Our dividend payout calendar allows users to easily plan their finances, and keep track of their investment income. Receive notifications as soon as a new dividend payment is announced or when a company cuts or increases their dividends. With our suite of tools and calculators, you can project your dividend income in the future and see your dividends grow over time.

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

The Intelligent Portfolio Tracker for Australian Investors. Instant access to our entire suite of investment portfolio tracking and analytics tools. Access on website & mobile app. You can add and analyze stocks and funds from the ASX NASDAQ & NYSE. To automatically update your portfolio with new trades and automate reporting on dividend income, use your account's customized email address.

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.

Stock Rover is for all investors. Stock Rover is a must-have for all investors who use Yahoo Finance, MSN Money or the website of your brokerage company for investment research. Each feature we offer is built on demand from real investors like yourself. Stock Rover is an investment research and analysis tool that does more than what investors are used too from other equity research sites. Stock Rover is an advanced web platform that uses standard desktop software user interface conventions, such as right-click menus and resizable detachable and collapsable panel layouts. Stock Rover is powerful and functional while being easy to use and quick to learn. Stock Rover can also be used on smartphones, tablets, desktops, laptops and tablets. Our screening capabilities are unmatched at all price points. Stock Rover is a popular choice because of its powerful screeners, which can rank and find stocks.

Dividend Tracker allows you to create several lists of stocks, and view their dividend history. Dividend payment history allows you to view a stock’s prospective yield and sort your list of stocks by name or yield. The app allows users to enter the number of shares they own for each stock, and view annual dividends as well as upcoming dividend payments. You can add notes and information about stock splits on the detail screen. If the stock categories are empty, you can delete them. Click on the list name in Settings->Manage Lists. A dialog will appear to delete it. A simple click will bring up a List Rename Dialog. Dividend Tracker displays the average dividend yield for each stock category. To turn on this feature, go to Settings.

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.

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.

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

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

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.

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.

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.

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.

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.

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.

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.

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.

Track stocks, equity, ETFs and currencies on the stock market. Unlisted equity is also tracked. Manage your stock portfolios, and view performance over the years, using metrics such as realized and unrealized gains. Stock market news and news for every stock quote. You can choose which international markets you want to receive news from. Convert stock portfolios into one currency by using real-time exchange rates. Mix stock quotes and holdings of different stock markets, and display them using the currency of your choosing. Pie charts allow you to see the allocation balance for each stock in your portfolio. Multiple stocks portfolios support - track multiple stock markets, stock portfolios, or watchlists.

Since 2016, KoreConX 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. KoreConX 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.

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.

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

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.

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

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.