Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

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

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.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Bank of America Business Advantage Yes 
Charles Schwab Yes 
Chase Business Complete Banking Yes 
Fidelity Yes 
Interactive Brokers Yes 
Robinhood Yes 
TD Ameritrade Yes 
Vanguard Yes 
Wells Fargo Business Checking Yes 

Integrations

Bank of America Business Advantage No 
Charles Schwab No 
Chase Business Complete Banking No 
Fidelity No 
Interactive Brokers No 
Robinhood No 
TD Ameritrade No 
Vanguard No 
Wells Fargo Business Checking No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

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) 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

wallmine

Founded

2018

Country

Czech Republic

Website

wallmine.com

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 

Alternatives

Alternatives