Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$6.70 per month
For Investors: $12.50
10 Portfolios
Unlimited Holdings
Unlimited Custom holdings
Full Benchmarking
Top dividend stocks, no limits
10y company fundamentals
30+ years backtests
Priority Support
For Professionals to manage and analyze client’s portfolios and share results: $299 per month
10 Portfolios
Unlimited Holdings
Unlimited Custom holdings
Full Benchmarking
Top dividend stocks, no limits
10y company fundamentals
30+ years backtests
Priority Support
For Professionals to manage and analyze client’s portfolios and share results: $299 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
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
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
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
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
Yes
Portfolio Rebalancing
Yes
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No