Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
PortfoliosLab serves as an all-encompassing platform aimed at empowering users to create, assess, and oversee their investment portfolios through a user-friendly, data-centric methodology. It provides an array of tools for evaluating performance, encompassing portfolio assessment, performance tracking, and stock comparisons, which enable users to backtest returns, analyze drawdowns, and explore diverse risk metrics while also benchmarking their results. To further enhance investment decisions, risk analysis tools are available to gauge stock volatility and mitigate the chances of unexpected losses. Additionally, optimization capabilities, including asset correlations and various strategies like portfolio optimization, risk parity optimization, and Hierarchical Risk Parity (HRP) optimization, leverage sophisticated mathematical algorithms and financial models to craft ideal investment portfolios that strive for a balance between targeted returns and tolerable risk levels. This holistic approach ensures that users can not only manage their investments effectively but also adapt to changing market conditions with ease.
Description
Stockle is an advanced investment management platform aimed at streamlining the management, tracking, and optimization of various investments. Its features include the ability to aggregate multiple accounts, allowing users to see all their accounts at once or tailor their views to their preferences. The platform supports the monitoring of a wide range of assets, including stocks, ETFs, mutual funds, indices, and cryptocurrencies from around the world. With thorough analytics, Stockle provides insights like dividend yield, yield on cost, and the performance rates of both open and closed positions. Users can compare their portfolios against any asset, take advantage of an upgraded command menu for smoother navigation, and review detailed transaction logs that include historical data. The user-friendly interface and adaptable data structure of Stockle accommodate diverse investment strategies, enabling users to organize their portfolios based on different criteria such as strategy, account type, investment goals, or other concepts. Furthermore, the platform continually evolves to meet the changing needs of investors, ensuring that they have the most effective tools at their disposal.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$7.99 per month
Free Trial
Free Version
Pricing Details
$5.67 per month
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
PortfoliosLab
Founded
2018
Country
The Netherlands
Website
portfolioslab.com
Vendor Details
Company Name
Stockle
Founded
2023
Country
United Kingdom
Website
stockle.app/
Product Features
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