Average Ratings 2 Ratings
Average Ratings 0 Ratings
Description
Claritus offers a technology-focused private wealth management solution that enables you to monitor, comprehend, and manage your financial resources seamlessly! We at Claritus strive to ensure that you can easily grasp the details of your assets and investments without needing an advanced finance education! Understanding how crucial privacy and security are for you, we uphold the highest standards of data protection and encryption. With Claritus, your information is strictly confidential and accessible only to you. Our platform empowers you to manage, track, and maintain complete oversight of your investment portfolio, all through a single, user-friendly interface. In a confusing landscape filled with numerous apps, services, and spreadsheets, Claritus serves as your guiding light. By providing real-time data from over 17,000 global financial institutions, brokerages, and other financial entities, tracking your portfolio has never been more straightforward or effortless! Plus, our commitment to user-friendly design ensures that everyone can benefit from financial clarity without any hassle.
Description
Monitor various assets including stocks, equities, funds, ETFs, currencies, and even unlisted equity in the financial market. Effectively manage your investment portfolios and analyze their performance over specified periods, utilizing key metrics such as realized and unrealized gains, daily fluctuations, total changes, and annualized returns. Stay informed with a continuous stream of stock market news, including updates specific to each stock you track. Tailor the news feed to include updates from selected international markets to enhance your insights. Effortlessly convert your stock portfolios into a single currency by leveraging real-time foreign exchange rates, allowing for seamless integration of stock quotes and holdings from diverse markets, all displayed in your preferred currency. Visualize the allocation of each stock within your entire portfolio using pie charts for better understanding. Support for multiple stock portfolios enables you to monitor various stock exchanges, manage different portfolios, or create comprehensive watchlists. This multifaceted approach ensures that you have a holistic view of your investments while keeping you informed and in control.
API Access
Has API
No
API Access
Has API
No
Integrations
Bank of America Business Advantage
Yes
Bitcoin
No
Charles Schwab
Yes
Chase Business Complete Banking
Yes
Ethereum
No
Fidelity
Yes
Google Drive
No
Interactive Brokers
Yes
Litecoin
No
Robinhood
Yes
Integrations
Bank of America Business Advantage
No
Bitcoin
Yes
Charles Schwab
No
Chase Business Complete Banking
No
Ethereum
Yes
Fidelity
No
Google Drive
Yes
Interactive Brokers
No
Litecoin
Yes
Robinhood
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
Free
Free Trial
No
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
No
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)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Claritus
Country
United States
Website
claritus.io
Vendor Details
Company Name
Peeksoft
Website
peeksoft.co
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
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
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
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No