Alternatives to Formula Stocks

Sharesight, 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.

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.

StockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors. StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions. * Import your accounts from brokerages to get started quickly * View prices, performance, allocations, and many other details. * Track the change in value over time for your investment portfolios. * Keep a watchful eye on securities that are on your buy list. * Analyze historical price data. * Companion apps available for Android and iOS. * And many more...

Boosted.ai is a company that harnesses the power of artificial intelligence to assist investment managers by delivering insights driven by AI, aimed at improving portfolio performance. Their innovative platform, known as Boosted Insights, employs unique machine learning algorithms specifically designed for the financial sector, allowing users to seamlessly incorporate AI into their investment strategies without any need for coding skills. Among its standout features is the AI stock picker, which meticulously evaluates and ranks stocks to uncover lucrative trading opportunities; personalized portfolio workspaces that deliver tailored recommendations based on current holdings, risk tolerance, and investment approaches; and AI-driven stock research that utilizes advanced language models to condense vast amounts of information from various news outlets, earnings reports, and company filings into clear, actionable insights. Additionally, the platform equips investment managers with tools for dynamic stock screening, portfolio optimization, and effective risk management, enabling them to make informed and timely decisions based on data. This comprehensive approach not only enhances the decision-making process but also positions investment professionals to navigate the complexities of the market with greater confidence.

Risk Shell is one of the most sophisticated and comprehensive risk management and portfolio construction platform currently available on the market. It is an all-in-one analytical platform offering advanced risk management, portfolio construction & optimization, accounting and CRM for hedge fund of funds and multi-asset investment portfolios. With more than 500,000 financial instruments covering alternative investments, CTAs, mutual funds, ETFs and global equities Risk Shell is capable of constructing many multi-asset portfolios.

Expand your operations to enhance the cost efficiency of managing assets valued at billions, particularly in mergers and acquisitions. Utilize your research team more effectively to mitigate the impact of rising mid-back office expenses. Adjust risk budgets strategically to align closely with quarterly benchmarks. Aim to improve the quality and quantity of investment decisions relative to your staffing levels. Implement data science techniques now to encode valuable investment insights. Embrace innovative technologies to enhance knowledge accumulation in a cost-effective manner. Butterwire is designed to uphold a long-term, stable, and fundamental strategy for active investing. The goal is to boost the likelihood of certain portfolio holdings significantly outperforming over a 12-month period while minimizing the number and effects of underperforming assets. Seek stocks that display appealing fundamentals, provoke debate, and align with your investment philosophy and guidelines. Make sure your risk budget is diversified across various unrelated stock-specific risks, and explore methods to enhance the expected active return versus active risk ratio while maintaining a disciplined investment approach. This comprehensive strategy will not only optimize performance but also ensure resilience in changing market conditions.

PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.

Venn, developed by Two Sigma, empowers investors to adopt a contemporary, data-driven methodology for managing multi-asset portfolio risks and making informed investment choices. Enhance your investment assessment workflow while fostering collaboration among your team members. Venn features a user-friendly interface and an intuitive factor-based risk framework designed to assist investors in identifying potential risks within their portfolios and adjusting their strategies to align with future goals. By comparing managers against your specific objectives, you can utilize conventional risk metrics alongside factor analysis, requiring only a set of returns to begin. Gain deeper insights into the risk factors influencing your portfolio through the Two Sigma Factor Lens™️, and perform optimization analyses tailored to your organization's unique constraints and objectives. Venn not only enables you to proactively mitigate undesired or unremunerated risks but also provides clarity on how variations in your strategic asset allocation can impact anticipated performance and allows for the optimization of your current investment positions. Ultimately, Venn serves as a crucial tool in refining your investment strategy and enhancing overall portfolio performance.

Discover new investment prospects, optimize your time, and focus on the most promising opportunities. Incorporating StarMine into your investment strategy is akin to enhancing your team with the expertise of a full research division composed of PhD-level professionals. Our comprehensive collection of quantitative models and analytics addresses essential factors such as value, momentum, ownership, risk, and quality. By utilizing StarMine’s data-driven insights, you can enhance the speed and quality of your investment decisions, making the stock selection process significantly more efficient. For instance, SmartEstimates prioritizes the latest predictions from top analysts, enabling you to forecast future earnings and anticipate analyst changes accurately. Furthermore, StarMine empowers you to explore innovative approaches to your investment tactics, rigorously test your investment theories, and validate your quantitative approaches against industry benchmarks, ensuring a well-rounded investment strategy. This multifaceted tool not only streamlines your decision-making but also fosters a deeper understanding of market dynamics.

How should you allocate assets within your investment portfolio? MarketRisk makes it easy to decide how. It uses a unique algorithm to evaluate the risk inherent in each asset based on its current market price. MarketRisk limits the risk to your portfolio to the level of your risk tolerance. You can choose up to seven investable assets, including stock indexes, precious metals, and bonds. MarketRisk calculates your position size in each asset by entering the market price and your risk tolerance. MarketRisk does not replace a financial advisor. However, it is a useful research tool. The past 50-year performance averages 16.3% per annum. Each portfolio combination is backtested from 1929 to 2020. The last 50 years of performance are shown.

Using a flat fee structure can lead to significant savings on brokerage costs, allowing you to potentially earn an additional 1-2% in returns annually by avoiding extra fees. Our platform leverages international research and advanced tools, ensuring you stay ahead in your investment journey. You can enjoy a seamless and integrated experience across mobile, desktop, and web, or even tap into our developer APIs for more customized solutions. With real-time reporting on your gains and losses, you can make informed decisions by comparing your performance against benchmarks, along with personalized suggestions tailored to your risk appetite. All your investments, including stocks, mutual funds, commodities, currencies, futures and options, bonds, gold, and insurance, are consolidated into a single account with one statement and one fee. Enhance your wealth with stock baskets curated by seasoned experts, and receive timely recommendations for buying and selling stocks suited for intraday, short-term, and long-term strategies. Access in-depth fundamentals and research on over 4000 stocks, and gain insights through step-by-step courses designed to teach you how to trade in stocks and derivatives effectively. Utilize a comprehensive suite of powerful drawing tools that will aid you in making informed decisions, along with smart options tools to help guide your trading choices. In addition, our platform fosters a community of investors where you can share ideas and strategies, further enhancing your investment experience.

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.

Our investment portfolios have consistently outperformed the benchmark by significant margins through a disciplined long-term approach. They have surpassed the benchmark across various time frames and every year since their inception, achieving considerably higher returns for each unit of risk undertaken. Additionally, the maximum drawdown experienced is lower than that of the overall market during the same period. Over the past five years, we have successfully generated multiple multi-bagger investments. In our selection process, stocks not only need to have high ratings but also require approval from our investment committee to guarantee that only the finest stocks are included. This ensures that you receive top-quality stocks across all market capitalization categories, as well as the highest-rated selections available. Our portfolio optimizer is designed to assist you in building a more resilient portfolio by guiding you on the appropriate investment amounts for each selected stock. By staying invested in the highest-quality stocks that exhibit strong short-term positive trends, you can adapt to the rapidly changing market dynamics, ensuring that your portfolio thrives in this environment. In doing so, we prioritize maximizing your returns while minimizing risks.

Clockwork Universe serves as a digital investment hub for private markets, aggregating a variety of alternative investments such as private equity, venture capital, direct private transactions, operating companies, syndicate or SPV deals, real estate, public equities, cash holdings, collectibles, and more within one comprehensive platform. The platform enhances portfolio oversight through a dynamic dashboard that integrates both quantitative and qualitative insights, managing transactions at individual holdings and portfolio levels, tracking opportunities with investment profiles, and organizing pipelines with tagging while offering custom metrics for each holding alongside overall portfolio performance metrics. Among its innovative features are Suggested Updates, which leverage AI to extract valuable insights from unstructured inbox information, a Chrome extension facilitating effortless data capture from sources like LinkedIn and Crunchbase, and a chat function tailored for portfolio collaboration that fosters focused discussions around investments. Additionally, this platform not only streamlines data management but also empowers investors with tools that enhance decision-making and strategic planning.

Global Predictions is creating the first-ever commercially accessible digital twin of the global economy, which aims to enhance decision-making for policymakers, corporations, and investors by offering impartial insights and tools to analyze economic changes, manage investment portfolios, identify risks, and predict future trends. The company's unique Recommendation Engine, developed by top quantitative economists and machine learning experts, intricately links and extracts relationships from millions of varied data streams, macroeconomic models, and simulations. Additionally, this advanced engine fuels PortfolioPilot, a complimentary multi-asset net worth management platform designed specifically for individual investors, enabling them to better understand their financial health and opportunities. As a result, both institutions and retail investors can benefit from advanced analytics that inform their strategic choices in a rapidly evolving economic landscape.

Investment management software must effectively manage a wide array of investments, such as stocks, mutual funds, and more. In this discussion, we will outline the key features to consider when selecting the investment management software that best suits your needs. SYNDi Investment Ledger provides a robust solution for managing the buying and selling of various financial instruments, including stocks, bonds, short-term notes, and fixed deposits within an investment portfolio. When tracking investment history in a general ledger, it is common to create a G/L account for each security, often extending to partner-level sub-accounts for detailed tracking, which can lead to an overwhelming chart of accounts. SYNDi Investment Ledger addresses this challenge by recording individual transactions while only requiring a straightforward journal entry to the General Ledger. This innovative approach allows users to establish just one or two asset accounts for their investments while keeping all historical data organized within the sub-ledger. Ultimately, this streamlining leads to enhanced efficiency and better management of your investment records.

Discover an investing application that offers limitless commission-free stock trading, no account minimums, and a plethora of insightful ideas. Blending the functions of a brokerage, an educational platform, and a media outlet, dough embodies the essence of modern investing with its unlimited commission-free trading options and user-friendly apps for both iOS and Android. Our goal is to motivate individuals worldwide to welcome risk, take charge of their finances, and enhance their wealth. When engaging in investments such as securities, ETFs, and ETNs, it's crucial to recognize the inherent risks, including the possibility of losing money. Additionally, dough does not dispense investment, tax, or legal counsel. By referring a friend to dough, you can earn a complimentary share of stock, meaning the more friends you invite, the more stocks you can accumulate. With connectivity to over 11,500 banks, you can gain immediate access to the funds needed for trading. If you deposit $2,000 or more, you'll be eligible for margin trading, which allows you to receive up to double your deposit amount for stock trades. Just like you wouldn't learn to drive from the sidelines, it's time for you to take control of your investment journey. Now is the moment to seize the opportunity and navigate your financial future confidently.

Harness the power of advanced research, analysis, and monitoring to elevate your investment strategy. By integrating institutional-level stock analysis capabilities, you can enhance your decision-making process with top-tier tools. For over two decades, Leading Market Technologies has collaborated with premier investment firms to develop cutting-edge software designed for the research, analysis, and monitoring of securities. This comprehensive and reliable investment solution is now at your fingertips, allowing you to track stocks, mutual funds, foreign exchange, and precious metals directly from your computer! You can manage up to 100 live charts simultaneously or focus on a single chart for an in-depth analysis. Enhance your experience with live technical analysis, customizable comparisons, watchlists, and additional features. Your charts and analytics will refresh automatically and frequently, ensuring that you have a clear view of your key metrics at any moment! This software stands out as the most potent stock analysis tool accessible outside of Wall Street, making it easier than ever to apply standard analysis techniques to your charts or unleash your creativity with personalized analytics. With such robust capabilities, you can confidently navigate the complexities of the market.

Finlogik revolutionizes the investment sector by offering affordable, cutting-edge online tools and automated services, enabling both traditional institutions and self-directed firms to optimize their operations while adapting to the disruptive trends reshaping the financial industry. Partnering with an asset manager known for process-oriented investing, Finlogik empowers you to create and oversee effective, budget-friendly investment strategies that cater to both retail and institutional clients. With the help of analytical dashboards, users gain access to benchmarking capabilities, comprehensive reporting, and extensive data processing tools designed to evaluate portfolio risk, exposure, and overall performance. Whether dealing with straightforward listed securities or intricate OTC products, Finlogik is equipped to assist in managing a wide array of financial instruments, including stocks, futures, options, fixed income, money market assets, foreign exchange, and fund units. This adaptability ensures that clients can navigate the complexities of the financial market with confidence and efficiency.

Diversiview is a cloud-based Portfolio Analysis and Optimizer Software that helps retail investors and professional investment professionals take their portfolios to a higher performance level. Diversiview is a tool that allows investors to: - calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio; View detailed, granular investment diversification; - view the granular allocation, including ETF breakdown (where ETFs form part of the portfolio); - and last but not least, four options to optimize asset allocation in order to achieve a specific goal, including: minimal risk portfolio, optimal portfolio, and efficient portfolio positions, from the Efficient Frontier. Diversiview allows investors to backtest their investment strategies and compare them with major indexes, model portfolios, or other benchmarks.

The Caissa Platform stands out as the premier investment analytics solution tailored specifically for institutional allocators such as endowments, foundations, OCIOs, pension funds, and family offices. With clients managing assets exceeding $1.7 trillion, our web-based platform empowers users to conduct comprehensive analyses, including exposure, risk, liquidity, attribution, and private equity modeling, across diverse multi-asset class portfolios. Our dedicated data team ensures that all forms of transparency data—ranging from investor letters and separately managed accounts to private equity information and 13Fs—are meticulously aggregated into the Caissa Platform. This data undergoes a thorough process of cleansing, harmonization, migration, and integration, resulting in a cohesive resource for users. By providing harmonized exposures that facilitate full aggregation across various asset classes and investment vehicles, our platform enables seamless execution of exposure, risk, liquidity, attribution, and quantitative analyses, enhancing decision-making for portfolio managers and their underlying investments. Ultimately, the Caissa Platform not only streamlines analytical processes but also enhances the overall investment strategy for its users.

Receive buy, sell, and cover notifications curated from our analysts' top stock and ETF recommendations through Hedgeye's immediate alerts. These real-time notifications include buy, sell, short, or cover signals, all directly communicated to you by Hedgeye CEO Keith McCullough. Each signal is grounded in Keith's quantitative risk range model and is meticulously chosen from the finest qualitative insights provided by our team of more than 40 bottom-up equity research analysts. This essential trading resource is rooted in a risk management signaling framework that Keith McCullough perfected during his tenure as a hedge fund manager and continues to enhance. Almost every trading day, you will receive the latest market signals from Keith, encompassing buy, sell, short, or cover options. While the signals are driven by quantitative analysis, the extensive qualitative research from our analyst team offers additional macroeconomic and stock-specific context to assist you further. Subscribers also benefit from exclusive, real-time online access to Keith through "RTA Live," which enhances the overall trading experience and provides direct insights into market movements. This combination of quantitative rigor and qualitative analysis ensures that you are well-equipped to make informed trading decisions.

Engaging in online trading carries inherent risks, as the speed of system responses and access times can fluctuate due to market dynamics, system efficiency, and various other elements. It is crucial for investors to recognize these risks along with additional factors prior to making trades. Before investing, one should thoroughly evaluate their investment goals, associated risks, fees, and expenses. All investments entail risk, and it is possible for losses to exceed the initial amount invested. Historical performance of any security, industry, sector, market, or financial product does not ensure future outcomes or returns. Firstrade operates as a discount brokerage, catering to self-directed investors by providing brokerage services without offering recommendations or any form of investment, financial, legal, or tax guidance. There are no annual fees, account setup charges, or maintenance fees, allowing for commission-free trades on stocks, options, and mutual funds within your IRA. Our versatile trading platforms empower you to manage your account and execute trades seamlessly from your desktop, iPad, or smartphone, ensuring that you can stay connected and act swiftly in a dynamic market environment.

Robo Advisor serves as a modern investment tool that provides clients with tailored investment opportunities aligned with their individual risk tolerance and financial aspirations. Ideal for those desiring immediate digital assistance, it presents a budget-friendly investment platform specifically designed for low-net-worth individuals. This comprehensive wealth management solution is accessible to a broad audience through financial institutions. By employing sophisticated AI algorithms, it thoroughly evaluates a client's assets, liabilities, risk profiles, and investment objectives. The platform is user-friendly, catering to passive investors with its straightforward interface and real-time net asset value (NAV) updates. Furthermore, Robo Advisor harnesses advanced algorithms and reliable research to effectively align investment strategies with the user's short, medium, or long-term financial goals. It offers customized investment approaches as an economical substitute for traditional financial advisors, enabling users to engage in various goal-oriented strategies while maintaining control and the ability to rebalance their investments across different asset classes. With these features, Robo Advisor not only simplifies the investment process but also empowers users to take charge of their financial futures.

Portfolio backtesting involves the simulation of an investment strategy using past market data to evaluate how a portfolio would have historically performed, enabling an analysis of both risk and return. Utilizing tools like Portfolio Visualizer, investors can develop and compare multiple portfolio models that align with their financial objectives. This platform not only supports optimization but also helps users assess the likelihood of different investment results while gaining a clearer understanding of risk implications. Furthermore, it features Monte Carlo Simulation to forecast future portfolio performance across various scenarios. Tactical models enhance investment strategies by leveraging factors such as moving averages, momentum, market valuation, and risk management, ultimately aiming for improved risk-adjusted returns. Designed for both individual investors and institutions, Portfolio Visualizer transforms complex analyses into practical insights, making them accessible through AI-generated text and video tutorials that cater to diverse learning preferences. This ensures that users can confidently make informed decisions in their investment journeys.

It is important to choose a reliable broker. Tiger Brokers is licensed in the United States, Singapore, as well as other countries. To ensure that client funds are protected, assets are kept separate in custody accounts. Investors can access securities, including equities and ETFs, options and futures on multiple global markets, including Nasdaq and New York Stock Exchange. A shares are also tradeable under the Shanghai-Hong Kong Stock Connect or Shenzhen Hong Kong Stock Connect programs. We have created a number of new functions, including Tiger Lab (for quantitative investing strategies), an abnormal stock fluctuations list and K-Line Comparisons. These functions may be useful for investors to track market movements.

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.

Groww serves as an investment platform that simplifies the process of finding suitable mutual funds for users, allowing them to invest their money with ease. The platform offers an impartial assessment of various mutual funds but does not provide specific recommendations or advice regarding fund selection; ultimately, investors must make their own choices. It is important to note that Groww does not assure any returns or guarantee the safety of the invested capital. With Groww, users can effortlessly invest in mutual funds, stocks, and digital gold quickly and securely. The onboarding process is entirely paperless, making it convenient to invest in well-known mutual funds, stocks, and purchase gold from home in just a few minutes. Users can invest in direct mutual funds through Systematic Investment Plans (SIPs) or lump sums without incurring any commission fees. For existing investors, there is an option to transition from regular investment plans to direct mutual fund plans, potentially leading to increased returns. Additionally, Groww acts as an efficient Demat and stock trading application that facilitates the opening of a complimentary Demat account, enabling users to trade BSE and NSE listed stocks with low brokerage fees on their stock orders, which enhances the overall investment experience. Overall, the platform stands out for its user-friendly interface and commitment to making investing accessible for everyone.

Deliver tailored solutions that genuinely align with clients' desires, ensuring their investments are managed in a manner that does not exceed their acceptable risk levels. Empower wealth managers by utilizing automated investment suggestions, advanced risk analysis, and simulation tools for decision-making. Enhance the efficiency of generating investment proposals and automate regulatory compliance and reporting to broaden service offerings to new client demographics. Achieve instrument-specific portfolio recommendations that reflect the perspectives of the bank, align with client preferences, and consider the available asset universe. Conduct stress testing or simulate the effects of changes on client portfolios to identify configurations that yield the best risk-to-return ratios. Detect any portfolios that violate investment appropriateness and strategic asset class allocations. Additionally, provide insights on optimal trades that can guide the existing client portfolio towards its intended asset allocation goals, ultimately improving investment outcomes for clients. By integrating these strategies, wealth managers can significantly elevate their service quality and client satisfaction.

Basil is a user-friendly and feature-rich application designed for tracking portfolios and conducting investment research, catering to both beginners and experienced finance professionals alike. This app is equipped with powerful tools that enable users to effectively monitor and manage their investment portfolios, ensuring a smooth and engaging experience that simplifies the intricacies of financial markets. With its portfolio tracking capabilities, Basil offers real-time insights and analytics related to users' investments. The platform features a comprehensive dashboard that showcases asset allocation, investment performance, and historical growth metrics. Users can effortlessly track various securities, including stocks, bonds, mutual funds, and ETFs, with updates reflecting the latest market data. Customizable alerts notify users of significant changes and potential opportunities within their portfolios, keeping them well-informed. Furthermore, Basil functions as a robust research tool that goes beyond mere tracking. It collects a wide range of financial news and market data, providing users with in-depth analysis and access to advanced statistics that can enhance their investment decision-making process. This combination of tracking and research capabilities makes Basil an indispensable resource for anyone looking to navigate the financial landscape more effectively.

As a blend of innovator, educator, and guide in the alternatives sector, iCapital provides user-friendly, scalable digital solutions that have revolutionized the way private market and hedge fund investments are conducted. With the support of iCapital, financial advisors, wealth managers, and asset managers globally can now access the necessary tools to present high-net-worth investors with the potential for returns and diversification that alternative investments offer. This includes everything essential for presenting alternative investment options, from a carefully selected range of professionally managed funds to educational resources and advanced portfolio analytics, all housed within a leading-edge digital platform. You can choose from iCapital’s extensive collection of professionally managed funds or create your own tailored selection while benefiting from thorough advisor training and certification on a seamless digital investment interface. This empowerment not only enhances the client experience but also drives growth in the alternative investment space.

Dealpath is the industry’s most trusted cloud-based real estate investment management platform, providing real-time access to vetted, secure, up-to-date investment data to empower collaboration, strategic, and predictive decisions. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows—driving maximum performance from pipeline to portfolio management. Founded in 2014, Dealpath has supported over $10 trillion in transactions with leading institutions across the world. Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

InvestSpy provides a suite of tools designed for in-depth analysis of investment portfolios, securities, and their performance. Whether you're looking to analyze stocks, ETFs, or mutual funds, InvestSpy offers detailed insights into historical performance, risk characteristics, and correlations between securities in a portfolio. The platform also helps users explore factors contributing to portfolio returns and make smarter, more informed investment decisions. With a focus on minimizing risk, InvestSpy is ideal for investors who want to stay ahead in the market.

SharePad serves as a comprehensive platform tailored for individual investors and traders, delivering extensive insights on a variety of financial instruments such as shares, funds, and ETFs, spanning across the UK, US, and Europe. By subscribing, users gain access to real-time updates from UK Alliance News and RNS, along with robust tools for stock screening and managing portfolios. Recognizing the myriad of investment options available, we introduced the Single Page Summary feature, which consolidates all essential details about a stock, fund, investment trust, or ETF into a single, easily navigable page. This feature enables users to swiftly grasp an overview before engaging in more thorough analysis within the broader SharePad environment. Additionally, the single page can be displayed in either a full-screen mode or a split-screen layout, facilitating quick navigation through a watch list or portfolio. Moreover, our customizable mode empowers users to design their own Single Page Summary, showcasing the specific information that matters most to them, enhancing their investment decision-making process further.

Crypto SmartLife serves as a comprehensive, fully automated investment platform that allows users to quickly invest in thematic cryptocurrency baskets tailored to their risk tolerance and preferences, all in under two minutes. Utilizing sophisticated quantitative methods, data science, and machine learning techniques, the platform aims to enhance portfolio returns while reducing volatility in accordance with the selected risk profile, resulting in an engaging, straightforward, and enjoyable cryptocurrency investing experience. The assets included in these baskets are categorized according to trending themes in the blockchain, cryptocurrency, and web 3.0 sectors. Users can easily navigate through these themes, making informed investment decisions that align with their personal interests and financial goals.

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.

XENTIS is a comprehensive, modular investment management platform engineered to oversee the complete investment lifecycle. Today, it is the preferred solution among top investment firms, utilized by thousands of professionals to manage assets exceeding one trillion EUR and to calculate the pricing of over 6,000 funds and 30,000 mandates on a daily basis. With its extensive range of features, XENTIS effectively automates all aspects of the investment process, encompassing front-, middle-, and back-office operations seamlessly. This level of integration not only enhances efficiency but also ensures accuracy throughout the investment management journey.

Stay informed with every detail from earnings calls, where advanced Artificial Intelligence conducts sentiment analyses, delves into the inquiries posed, and examines individual revenue growth alongside margin reports. With just one click, access comprehensive macroeconomic data that empowers you to make informed investment choices based on indicators like CPI, unemployment figures, total retail sales, consumer sentiment, and a variety of other metrics. The design is user-friendly, allowing you to search for any stock by its name or ticker symbol and access all relevant information, stock charts, and links effortlessly. Keep track of essential documents such as SEC filings, quarterly reports, 10-Ks, 10-Qs, insider buying trends, and Twitter sentiment, all in one place. Enhance your investment portfolio management with assurance, as our robust quantitative methods utilize statistical models to pinpoint potential losses and fine-tune your portfolio for optimal risk and return. This holistic approach to investment analysis ensures you are well-prepared to navigate the financial landscape effectively.

Establish your long-term investment objectives and utilize our platform to monitor your progress effectively. With a 30-day money-back assurance, you can explore our services without any financial risk. Enhance your knowledge about investing by accessing our complimentary educational materials available on YouTube. Perform comprehensive fundamental analysis using our robust stock research tool, enabling you to evaluate your investments thoroughly. As you strive to achieve your financial aspirations, keep track of your investments consistently. Attaining your financial goals and gaining financial independence is within reach. Building a solid foundation of high-quality dividend-paying stocks can greatly contribute to your future financial security. Effortlessly manage multiple portfolios in a single location by either manually uploading data or automatically linking your accounts from US brokerages. Conduct an in-depth analysis of all your stocks while keeping an accurate record of purchased shares and those accumulated through dividend reinvestment plans (DRIPs). Calculate your true total returns from dividend reinvestment and automatically generate projections for your annual dividend income, overall portfolio yield, yield on cost, and the benefits of reinvesting dividends. Additionally, gain insights into the dividend income and yield metrics associated with each stock in your collection, ensuring you have a comprehensive view of your investments. By utilizing these tools, you are not only tracking your progress but also empowering yourself to make informed investment decisions for a prosperous future.

Pepper empowers asset and portfolio managers by providing data that enhances ROI while ensuring adherence to regulations and security protocols. As a leading cloud-native investment data platform, Pepper incorporates robust CRM and analytics features, streamlining the management of your investments. Developed by experienced professionals in collaboration with alternative asset managers, Pepper emphasizes the importance of integrity and transparency within the investment management sector. By leveraging deal data, Pepper facilitates agile and profitable deal-making, improves portfolio investments, and simplifies the complexities of investing. Our platform has consistently demonstrated the ability to boost ROI while minimizing risk. Additionally, Pepper equips alternative asset managers with valuable insights regarding investor interests in their investments, portfolios, and returns. Through our integrated data platform, we aim to enhance your investor storytelling capabilities significantly. Furthermore, our comprehensive data management solution offers a streamlined approach to navigating intricate compliance requirements, making it an indispensable tool for modern investment management.

SS&C GlobeOp’s Total Return is a comprehensive system for portfolio management, investment accounting, partnership accounting, and general ledger operations, specifically tailored for alternative investment funds and family offices. This multi-currency platform adeptly handles complex securities and sophisticated investment strategies, catering to the intricate ownership structures and unique tax obligations that often accompany family office investments and private wealth funds. Beyond its cutting-edge portfolio management features and general ledger capabilities, the system also offers complete partnership accounting, facilitating automated valuation processes based on capital or shares, efficient income and expense allocations to partners, management fees, and the generation of detailed partnership reports. By integrating fund accounting, partnership accounting, and tax processing into a single platform, it not only streamlines operations but also mitigates potential operational risks, ultimately saving valuable time for users. This all-in-one solution is essential for those looking to enhance their operational efficiency and accuracy in managing complex investment portfolios.

RiskValue® is developed to address a wide array of trading portfolios, investment strategies, compliance obligations, and regional mandates, enhancing your investment management while maximizing the value of your portfolios through its integrated risk measurement engine. Its scalable and customizable nature makes it ideal for financial institutions of all sizes, whether they are small or large. Initially, you can implement a core engine and have the flexibility to select from a diverse range of additional modules tailored from a collection of established solutions. These independent modules can be seamlessly integrated and activated as needed, providing a responsive approach to operational requirements. This adaptability ensures that your investment management system can evolve alongside your organization's changing needs.

Equity factors and signals that are thoroughly researched and validated are provided as an automated data feed, catering to the needs of systematic and quantitative investment professionals with an emphasis on timeliness and cost-efficiency. This service generates a derived equity rating score on a scale from 0 to 9, where high K Scores are indicative of a stronger likelihood of outperformance. Quantitative buyside firms integrate the K Score into their investment models, utilizing it as a basis for buy/sell decisions. We utilize advanced machine learning techniques and ranking algorithms to analyze over 200 factors and signals, encompassing fundamental, price/volume, and alternative data. Users can access the latest researched factors, anomalies, and signals within minutes instead of weeks, significantly reducing the time and resources required for in-house research and factor validation. With a history of extensive data and wide-ranging coverage delivered through an automated feed, valuable insights are readily available. This approach offers the advantages of an ETF while providing enhanced control over investment strategies. By collaborating with Kavout, you can create portfolios that enhance indices, whether they are focused on specific sectors or span multiple sectors.

Welcome to uTrader, a reliable and trustworthy trading platform designed for your convenience. With uTrader, you can engage in trading CFDs, Forex, and Options across a wide range of assets, potentially earning up to 85% on each trade. This platform offers an excellent opportunity to begin your trading journey in just a matter of minutes, requiring only a minimal initial investment, regardless of your level of experience. The high returns available through uTrader mean that your profits can significantly surpass those typically seen in Forex markets with equivalent investments. Additionally, with clearly defined risks and returns, you can assess your options before committing your finances. These benefits have made CFDs, Forex, and Options some of the most accessible and rapidly expanding market segments, alongside Forex and stock trading. Furthermore, uTrader’s user-friendly interface ensures that both novice and seasoned traders can navigate the platform with ease.

JStock simplifies the process of investing in stocks, allowing users to easily monitor their investments. It organizes crucial stock market data to assist in formulating effective investment strategies. Users can track stock prices and set personalized alerts, making it easier to stay informed. Additionally, JStock provides insights into insider transactions, revealing who is actively buying or selling shares. The platform also offers the latest stock market news and detailed analyses of a company's financial health, including both quarterly and annual reports. Users can compare financial ratios with other companies in the same sector for a broader perspective. A portfolio summary chart presents the annualized yield for quick reference, while comprehensive information about companies aids in thorough stock analysis. You can document your buy, sell, and dividend activities seamlessly. Furthermore, JStock integrates smoothly with JStock Desktop, which is available for free download. Users can set alerts to notify them when stock prices exceed or fall below specific thresholds. The tool also features stock technical analysis options on charts, along with an outstanding portfolio summary chart to monitor stock performance efficiently. Overall, JStock serves as a robust platform for both novice and seasoned investors to enhance their trading experience.