Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Discover the ultimate modern portfolio tracker designed to manage all your assets seamlessly—both traditional and cryptocurrency. With the ability to connect to a multitude of global banks, brokerages, stocks, and currencies, you can keep your investments organized effortlessly. Link your online brokerage accounts or manually input individual stocks to monitor their current values in real-time. Access up-to-date balances from your cryptocurrency wallets and exchange accounts, or simply add your coins to keep tabs on your crypto portfolio's worth in your preferred currency. Kubera is compatible with over 20,000 banks across the globe and employs cutting-edge account aggregation technology, ensuring dependable connectivity to numerous online financial institutions worldwide. In addition, you can track the current value of your properties using real-time market data sourced from Zillow (available for the US only) and monitor the estimated market worth of your vehicles. Kubera also allows for the assessment of the market value of any web domain names you possess. Supporting almost every currency globally, you can combine your Japanese Yens with your Euros to create a comprehensive dashboard that displays their values in your local currency, providing you with a clear overview of your financial landscape. This holistic approach to asset tracking empowers you to make informed investment decisions with ease.
Description
Purple Brick is the premier app designed for tracking dividends, enabling you to efficiently manage your investment portfolio and monitor dividend payments. Suitable for both seasoned investors and newcomers, Purple Brick provides an intuitive platform that simplifies organization and enhances awareness of your financial activities. With its streamlined features, you can rest assured that you won’t overlook any dividend disbursements. The app allows you to effortlessly add and monitor your dividend-generating stocks and funds; just enter the ticker symbol and the quantity of shares, and Purple Brick takes care of the rest. You will gain a comprehensive view of all your holdings in one convenient location, showcasing details such as the dividend yield, payment schedule, and amount received. Additionally, our app offers real-time notifications, ensuring that you are always equipped with the latest information regarding your investments. This commitment to timely updates empowers you to make informed decisions and maximize your investment potential.
API Access
Has API
API Access
Has API
Integrations
Bitstamp
AWS Marketplace
AliExpress
Binance
BitGo
BitMEX
Bitfinex
Bybit
Gate.io
Gemini
Integrations
Bitstamp
AWS Marketplace
AliExpress
Binance
BitGo
BitMEX
Bitfinex
Bybit
Gate.io
Gemini
Pricing Details
$12 per month
Free Trial
Free Version
Pricing Details
Free
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
Kubera
Website
www.kubera.com
Vendor Details
Company Name
Purple Brick
Website
www.purplebrick.io
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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