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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Caspian offers an advanced trading platform tailored for experienced traders, equipped with a comprehensive Order and Execution Management System (OEMS), Portfolio Management System (PMS), and Risk Management System (RMS). This system consolidates access to all significant cryptocurrency exchanges while featuring an extensive array of sophisticated trading algorithms, along with real-time and historical profit and loss tracking, as well as exposure assessment, complemented by exceptional customer support. Your investment portfolio is shaped by extensive research, analysis, and dedication, all of which we meticulously monitor. This hands-free solution efficiently manages software, hardware, data feeds, and integrations, allowing you to focus on your trading strategies without distractions. Everything is accessible in one centralized location, providing you with the flexibility to view your data in numerous ways. Create personalized, drag-and-drop portfolio layouts in mere seconds, allowing you to view all your positions across different portfolios on a single screen. Dive deeper into the exact perspective and level of detail you desire, and explore historical data related to your portfolio for informed decision-making. With Caspian, you have the tools needed to optimize your trading experience effortlessly.

Description

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

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bit.com
Envestnet | Yodlee
Plaid

Integrations

Bit.com
Envestnet | Yodlee
Plaid

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$6.70 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Caspian

Founded

2018

Country

United States

Website

caspian.tech/product/pms/

Vendor Details

Company Name

Snowball Analytics

Founded

2022

Country

France

Website

snowball-analytics.com

Product Features

Stock Portfolio Management

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

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Alternatives

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