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Description
LUSID surpasses traditional portfolio management systems by instilling confidence in key aspects such as positions, cash, P&L, and exposure, while also providing tools that enhance efficiency in investment operations. With all essential investment data consolidated in one location, users can swiftly access information regarding positions and cash, generate shadow NAVs, reconcile accounts, and create tailored functionalities using the built-in tools. Furthermore, it offers comprehensive tools and workflows to streamline daily operational tasks in both the middle and back office, including tools for managing the position life cycle and conducting reconciliations. Our platform also includes tax lot accounting, a variety of P&L statements, cash reports, and the ability to produce shadow NAVs. Built on a robust framework, LUSID functions as an append-only, immutable data store that securely captures data with dual time stamps, ensuring that no information is ever lost, even if deleted. Additionally, you can leverage advanced tools like our data virtualization engine to delve into your data and create customized analytics and reports tailored to your specific needs. This ensures that users can not only manage their portfolios effectively but also gain deep insights from their data for informed decision-making.
Description
Get a better understanding of the risk-return profile for your investments. Use comprehensive technical, fundamental, and quantitative analysis to make better investment decisions. Statmetrics is a comprehensive solution for portfolio analysis and investment research. Statmetrics is optimized to be used on Android mobile devices. It allows you to access global market data, news, monitor and screen markets and perform charting and technical analyses, build and backtest multi-asset portfolios. You can also apply portfolio risk-return optimization strategy, analyze the fundamental characteristics of portfolios or potential investments.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
FINBOURNE
Founded
2016
Country
United Kingdom
Website
www.finbourne.com/lusid-portfolio-management
Vendor Details
Company Name
Statmetrics
Founded
2010
Country
Germany
Website
www.statmetrics.org
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
Product Features
Algorithmic Trading
2-Click Trading
Analyst on Demand
Auto Fibs
Auto Trend Lines
Backtesting
Basket Trading
Drawing Tools
Pattern Tools
Stock Screener
Trading From Charts
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
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