Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Alpha offers AI-enhanced summaries and overviews of the investments that matter to you. Simply click the Alpha button found at the bottom of any news alerts in your inbox to get started. Now available on every asset page on Public, Alpha allows you to pose any questions you might have and make informed investment choices based on accurate financial information. Explore how Alpha can improve your investment research process. Instantly retrieve any stock’s financial fundamentals and filter bonds according to your investment preferences. Receive summaries of earnings calls immediately after they occur and discover the reasons behind unusual price movements of the assets you monitor. Stay updated on the market's leading movers, gainers, and losers. Public members enjoy complimentary access to Alpha seamlessly integrated into their investment experience. Additionally, download the Alpha app to create a personalized watchlist of assets you want to follow. Alpha not only collates financial data but also enhances it with contextual insights, delivering this information through a user-friendly, natural language interface designed for ease of understanding. With Alpha, your investment decisions can be backed by comprehensive data analysis and insights like never before.
Description
The Portfolio Performance tool is a free and open-source application that helps users assess the overall performance of their investment portfolios across multiple accounts. It allows individuals to meticulously track their entire transaction history, documenting various activities such as purchases, sales, fees, and taxes. The tool can retrieve historical quotes from a variety of platforms including Yahoo Finance, Finnhub.io, Quandl, and AlphaVantage, and it also has the capability to scrape data from HTML pages or JSON files. Data management is facilitated through XML storage, allowing for easy exports to formats like CSV or JSON for further analysis. Users can adjust their investment portfolios according to a custom asset allocation strategy and manage foreign currency accounts by utilizing exchange rates provided by the European Central Bank (ECB). Additionally, the application supports data imports from both CSV files and PDF documents, while generating comprehensive reports that feature detailed asset statements and performance metrics. This functionality makes it a versatile tool for anyone looking to optimize their investment strategies.
API Access
Has API
No
API Access
Has API
No
Integrations
Alpha Vantage
No
Finnhub
No
GPT-4
Yes
Google Sheets
No
HTML
No
JSON
No
Microsoft Excel
No
Quandl
No
XML
No
Yahoo Finance
No
Integrations
Alpha Vantage
Yes
Finnhub
Yes
GPT-4
No
Google Sheets
Yes
HTML
Yes
JSON
Yes
Microsoft Excel
Yes
Quandl
Yes
XML
Yes
Yahoo Finance
Yes
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
Free
Free Trial
No
Free Version
Yes
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Public
Founded
2019
Country
United States
Website
public.com/alpha
Vendor Details
Company Name
Portfolio Performance
Country
Germany
Website
www.portfolio-performance.info/