DPC Monitor Description
Gain a comprehensive understanding of the portfolio, including its values, trends, and any defined limits or alerts. Investigate any downward deviations within the portfolio to identify their underlying causes. From a high-level overview, delve into the specifics of individual holdings. Engage in a visual and interactive examination of the portfolio both in current terms and throughout its historical context. Analyze aspects such as allocation, exposure, risk factors, and performance attribution. Gather and monitor data concerning all assets and liabilities, regardless of their nature, including funds, stocks, bonds, ETFs, private equity, loans, real estate, timber, precious metals, art, derivatives, and more. Create one or multiple portfolios with preferred structures and aggregates to suit your needs. Synthesize and consolidate assets and liabilities from various sources, including different accounts and custodians. Integrate investment policies and regulations into the analytical tool for enhanced guidance. Establish allocation and exposure thresholds, as well as define the benchmarks and objectives applicable at various tiers within the portfolio. This comprehensive approach ensures meticulous tracking and management of the investment landscape.
DPC Monitor Alternatives
Allvue
Allvue Systems is a global leader in AI-driven alternative investment management software, designed to optimize fund operations and accelerate business growth. Its end-to-end solutions support every phase of the investment lifecycle—from fundraising and portfolio management to investor reporting and compliance. Powered by the Allvue Agentic AI Platform, the software embeds intelligence and automation into critical workflows, helping fund managers focus on strategy rather than administration. Whether managing private equity, venture capital, private credit, or CLO portfolios, Allvue delivers accuracy, scalability, and insight through one integrated ecosystem. The platform’s cloud-based design ensures seamless updates, continuous performance optimization, and enterprise-grade security. With deep industry input from 500+ global clients, Allvue has evolved into a multi-asset system of record that centralizes data and enables better collaboration. Its partnerships with consultants, fund administrators, and technology providers expand its capabilities for specialized needs. By combining AI innovation, compliance strength, and financial expertise, Allvue enables firms to operate more intelligently, efficiently, and profitably.
Learn more
Sharesight
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.
Learn more
PORTAX After-Tax Portfolio Analysis
Optimizing after-tax portfolios and asset allocation involves evaluating investment strategies across multiple periods, focusing on metrics such as asset weight, market value, cost basis, cash flows, management fees, turnover, taxes, and after-tax returns for each individual asset. This comprehensive analysis can encompass up to 100 different assets over 120 distinct periods, with intervals that can vary from daily assessments to annual evaluations. Additionally, the framework allows for the creation of sub-portfolios tailored to various tax implications and ownership scenarios. By incorporating international asset class return series, one can enhance forecasting model inputs, while Monte Carlo simulations enable the testing of constructed portfolios under various market conditions. Furthermore, the "What If" portfolios feature allows for the development and comparison of customized investment strategies tailored to specific goals. The model also accommodates international currencies and tax rates, providing a global perspective on asset allocation. To account for economic cycles and shifts, the approach integrates time-varying asset returns and standard deviations, ensuring that strategies remain relevant in changing markets. Ultimately, this process culminates in extensive client reporting, tailored to meet the specific needs of each private client.
Learn more
StockMarketEye
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...
Learn more
Integrations
No Integrations at this time
Company Details
Company:
Digital Portfolio Control
Year Founded:
2015
Headquarters:
Sweden
Website:
www.digitalportfoliocontrol.se/dpcmonitor/
Media
Recommended Products
Gen AI apps are built with MongoDB Atlas
MongoDB Atlas is the developer-friendly database used to build, scale, and run gen AI and LLM-powered apps—without needing a separate vector database. Atlas offers built-in vector search, global availability across 115+ regions, and flexible document modeling. Start building AI apps faster, all in one place.
Product Details
Platforms
Web-Based
Types of Training
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support
DPC Monitor Features and Options
Investment Management Software
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
DPC Monitor User Reviews
Write a Review- Previous
- Next