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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

StockFly enables you to monitor your investment portfolio using any currency, comprehend stock information with simplicity, and strategize your next actions within a secure, ad-free environment. Every transaction—whether a purchase, sale, or dividend—is adjusted according to the exchange rate applicable on that specific date, ensuring that the returns displayed reflect your genuine earnings. You can easily upload your historical data in one go, analyze money-weighted returns, benchmark your performance against various indexes and ETFs, and keep an eye on dividends after tax deductions. The Explorer feature allows you to assess trends, company valuations, financial health, risks, and the safety of dividends. Additionally, you can create hypothetical scenarios, establish target allocations, and generate tax summaries for exporting in PDF or Excel formats, making your investment management more comprehensive. Furthermore, StockFly supports users in making informed financial decisions by providing insights that are tailored to their specific portfolio needs.

Description

Managing a stock portfolio for high net worth clients is an essential offering for many accounting firms. The difficulty lies in executing this crucial and often time-consuming service while keeping costs manageable. Thankfully, Write-Up emerges as the leading stock portfolio accounting software, designed to streamline and accelerate the accounting processes related to tracking, recording, and reporting stock transactions for holding companies, trusts, and estates. It simplifies year-end procedures and provides access to historical data, making financial management more efficient. With Write-Up, users can close a fiscal year in both modules and seamlessly carry forward open security positions in the broker module into the next year. Historical data from prior years remains accessible in both modules for review. This software also accommodates multiple currencies and manages the necessary foreign exchange entries, facilitating effortless investment oversight. Moreover, Write-Up supports three primary transaction types: broker transactions, banking transactions, and adjusting entries, ensuring comprehensive management of the investment portfolio. As a result, accounting firms can offer enhanced services to their clients while optimizing their operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gemini
Google
Microsoft Excel
Yahoo Finance

Integrations

Gemini
Google
Microsoft Excel
Yahoo Finance

Pricing Details

$0
The entire dashboard is free permanently, with no limit on the number of holdings. Portfolio tracking, money-weighted returns, automatic dividend recording net of withholding tax, benchmark comparison and the broker file import are all on the free tier.

Every new account gets 30 days of Pro with no card required.

Pro is $4.99 per month or $49 per year (save 18%). Pro adds the year-end tax summary as PDF or Excel, target allocations, what-if scenarios, the plain-language insight cards in Explorer, the AI news brief, and the Value vs Invested and Winners & Losers reports.

Nothing is deleted or hidden when a trial or a subscription ends.
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

StockFly

Founded

2026

Country

United Arab Emirates

Website

stockfly.app

Vendor Details

Company Name

TJPS Software

Country

United States

Website

tjpssoftware.com/features.asp

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

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

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