wallmine Description

From unusually extensive news coverage to new SEC filings, approaching ex-dividend dates, or notable price fluctuations, we ensure you have all the information you need. Stay informed about your stocks, cryptocurrencies, ETFs, and mutual funds within a single portfolio. Our daily newsletter, complemented by real-time updates from Thomson Reuters, keeps you aware of developments regarding the companies that matter most to you. You can quickly access historical SEC filings to facilitate bulk downloads of relevant tables. The platform allows you to automatically consolidate figures from various tables while selecting the data that piques your interest. Engage with your colleagues by highlighting sections of financial documents and sharing your insights. Utilize the comprehensive full-text search feature to locate specific terms in any filing or transcript conveniently. Furthermore, you can annotate important data points inline, making it easier to export them and synchronize with your analytical model, enhancing your overall productivity. This way, you can make informed decisions based on comprehensive insights.

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Pricing

Pricing Starts At:
$50 per month

Integrations

API:
Yes, wallmine has an API
No Integrations at this time

Reviews - 1 Verified Review

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
wallmine
Year Founded:
2018
Headquarters:
Czech Republic
Website:
wallmine.com

Media

wallmine Screenshot 1
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Product Details

Platforms
Web-Based
iPhone App
iPad App
Android App
Customer Support
Online Support

wallmine Features and Options

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

wallmine User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: Marketing
    Length of product use: 6-12 Months
    Used How Often?: Monthly
    Role: User, Administrator, Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Fantastic tool for tracking investments!

    Edited: Jan 07 2025

    Summary: Mobile app lacks some desktop functionalities

    Positive: Wallmine is an exceptional platform for investors! With its sleek design, real-time data, and intuitive tools, it makes portfolio management a breeze. The platform is highly customizable, offering tailored alerts and a variety of asset tracking options. Whether you're new to investing or a seasoned pro, Wall mine's powerful features and excellent customer support make it an indispensable tool for managing investments effectively and efficiently.

    Negative: Customizable portfolio management

    Read More...
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