Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
SharesightSharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
-
eToroTrade popular cryptocurrencies. Discover professionally managed portfolios. Connect with more than 30M traders. With over 30 of the most popular coins, you can build a diverse portfolio. For your security and peace of mind, we offer top security. No hidden fees. To practice your strategy, you can get a $100,000 virtual portfolio. Using eToro’s revolutionary CopyTrader technology, anyone can trade crypto by copying other traders. Select a trader that you want to copy, enter a amount, and click copy. You trade when they trade! A simple interface makes it easy to manage your cryptos. You can track the trends of each coin with charts and advanced analysis tools. Integration with the eToro wallet is seamless. eToro is a trusted leader in the fintech industry for more than a decade. Your funds are protected with industry-leading security protocols. Without your consent, we will never share your private information. FDIC insured funds are held at eToro USA. You can rest assured that your cash is safe.
-
Planview PortfoliosPlanview Enterprise One™, which integrates business and technology planning, optimizes all resources, and delivers breakthrough products, services and customer experiences, enables strategic execution to be accelerated. Manage and deliver across all types and technology of work and application portfolios. Transform business requirements into standards that meet strategic objectives. This will reduce cost and mitigate risk. A complete approach to all types of work, including agile, iterative, traditional, and collaborative. Keep teams productive by balancing work and resources. Maximize your use of resources. A scalable user experience ensures that everyone is focused on the right priorities in order to achieve the desired outcomes. Ensure on-time, on-budget project delivery. Projects and people can stay on track with milestones and schedules. Dashboards provide performance insight.
-
Planview Software Product DeliveryPlanview Software Product Delivery Solution is a comprehensive enterprise platform that provides delivery intelligence by connecting strategy to execution across development toolchains. It integrates seamlessly with tools such as Azure DevOps, GitHub, and Jira to collect and unify real-time data from across teams. This allows organizations to gain full visibility into their delivery processes and make informed decisions. The platform includes features like cross-team dependency management, capacity planning, and agile planning at both team and portfolio levels. It enables users to analyze workflows, identify bottlenecks, and optimize delivery performance. Advanced analytics, including DORA metrics, provide insights into engineering efficiency and outcomes. AI-powered roadmapping helps align business objectives with execution strategies. The solution also supports connected OKRs to ensure teams stay aligned with organizational goals. Portfolio-level investment planning and scenario modeling allow leaders to evaluate different strategies. Risk signals are surfaced early through configurable thresholds and flow metrics. By replacing manual reporting with real-time dashboards, Planview improves transparency and decision-making. Ultimately, it helps enterprises deliver digital products more efficiently and with measurable impact.
-
Dynamo SoftwareUnlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs. For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting. For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making. Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights. Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.
-
Project InsightProject Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.
-
Bryt SoftwareBryt Software streamlines the Loan Servicing Process. We simplify your operation by reducing errors and improving efficiency. Bryt is a feature-rich, intuitive, and easy-to-use application. Simple but powerful. Bryt has been designed to make your life easier. Our 30 MINUTES IMPLEMENTATION has been designed to be so intuitive, you can get up and running with little or no assistance. Most of our clients are able self-implement their system without any implementation fees. If you need support, we offer unlimited free support that will amaze! We use the latest AZURE cloud technology. We believe that our customers deserve fair and honest pricing. Our fees are determined by the number of users you have and the features you require. We won't lock you into a contract that is too long. We know you will love the product and service we offer.
-
Planview AdaptiveWorkPlanview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.
-
PenseroPensero is a cutting-edge platform that leverages AI to enhance observability and performance analytics, designed specifically for engineering teams and their leaders to gain a deeper understanding of software development processes. It automates the collection and integration of "work signals" from existing tools utilized by your team, including code repositories, issue trackers, and communication platforms, translating disjointed activities into granular insights. These insights are then converted into objective metrics, live dashboards, and comprehensive reports that not only reflect the volume of work completed but also factor in complexity and workflow dynamics. With Pensero, you gain immediate visibility into ongoing projects, contributions from team members, and the overall flow of work within the organization, as well as how team productivity aligns with strategic roadmaps and business objectives. Its seamless integration and scalability enable teams to swiftly transform raw data from various tools into actionable insights that drive performance improvements. Ultimately, Pensero empowers organizations to optimize their software development efforts more effectively than ever before.
-
SBS Asset FinanceSBS Asset Finance is a cloud-native, modular platform built for banks, captives, and specialist lenders managing asset-based finance. It supports the full financing lifecycle, from digital onboarding and credit decisioning to loan servicing, portfolio management, risk control, and digital audit. SBS Asset Finance can be deployed end-to-end or module by module, making it easy to modernize legacy systems without a full replacement. The platform automates core processes, improves data visibility in real time, and integrates seamlessly with existing ecosystems through open APIs.
Description
TuringTrader serves as a platform that enables individual investors to create diversified, self-managed investment portfolios aimed at generating consistent returns while reducing potential losses over time. It provides a wide array of portfolios designed to meet various investment objectives and levels of risk tolerance, featuring options such as conservative, balanced, and aggressive strategies. Among these, the "Stocks on a Stroll" portfolio employs a momentum strategy on select stocks alongside a managed bond strategy, rebalancing its positions on a weekly basis to keep volatility at a minimum. Meanwhile, the "All-Stars XL" portfolio aims to strike a balance between robust returns and lower risk through diversification across multiple asset classes and investment approaches, including momentum, mean-reversion, and volatility targeting, with rebalancing occurring daily. For those seeking higher risk and reward, the "All-Stars Leveraged" portfolio incorporates leverage to achieve amplified returns, skillfully combining momentum strategies with mean-variance optimization to effectively control risk. Ultimately, TuringTrader equips investors with tools and strategies that cater to various preferences and goals, making it easier for them to navigate the complexities of investment.
Description
Vestiio serves as a portfolio management tool and AI-driven analyst tailored for individual investors who possess stocks and ETFs across multiple brokerage accounts.
You can easily connect your US and Canadian brokerage accounts in a read-only format via Plaid, or you can opt to import your statements manually. Vestiio provides insights into your time-weighted returns in comparison to your selected benchmarks, tracks your dividend income, and reveals the actual composition of your holdings—highlighting duplicated companies, ETF overlaps, and the genuine distribution of sectors within your portfolio.
You can engage with the AI analyst regarding your personal portfolio, which is aware of your assets, annotations, and investment strategies, offering responses informed by real-time market data. The Pro version includes a feature called Radar, which sends you news alerts related to your holdings, while the Premium version introduces Scouts, allowing you to pose questions that Vestiio will verify on a weekly basis.
Research capabilities are robust, featuring a stock screener that utilizes the V-Score, access to 13F filings from prominent fund managers, and comprehensive market briefings. Additionally, you can share your portfolio privately or compete on a leaderboard with others.
It's important to note that Vestiio operates in a read-only capacity, meaning it does not engage in trading or financial transactions. All data is securely stored in Switzerland, ensuring user privacy. You can begin with a Demo using sample data without the need for a credit card, and subscription plans start at a very affordable rate of $19 per month. This makes Vestiio a valuable resource for investors seeking detailed insights and management tools for their portfolios.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$19/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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
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
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
TuringTrader
Country
United States
Website
www.turingtrader.com
Vendor Details
Company Name
Vestiio GmbH
Founded
2026
Country
Switzerland
Website
vestiio.com/en
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
