Alternatives to Portfolio Visualizer

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.

PortfolioMetrics is an online tool designed to assist users in assessing and enhancing their investment strategies. By entering a few simple parameters, you can project historical portfolio performance, benchmark it against various standards, and conduct comprehensive simulations such as Monte Carlo analyses. This platform serves a diverse audience including individual investors, financial professionals, and content creators, providing essential resources to analyze risk and performance, refine asset allocation, and generate shareable insights. Users can benefit from features such as: - Backtesting historical data drawn from actual market conditions - Comparative analysis of different strategies and benchmarks - Calculation of vital metrics like compound annual growth rate (CAGR), drawdowns, and Sharpe ratio - Advanced simulation tools, including Monte Carlo methods - Options for exporting data in formats like PDF and CSV, alongside public sharing capabilities In essence, PortfolioMetrics empowers its users to make informed investment decisions by leveraging robust analytical tools.

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...

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.

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.

Receive investment signals customized to your specific needs. Utilize our specialized toolkit to develop and outline investment strategies that facilitate complete automation of your backtesting and portfolio rebalancing activities. Generate reports on performance metrics for the instruments you specify. Set up alerts tied to market movements for your portfolio. We also offer insights into carbon emissions at the portfolio level. With our service, you can access performance ratings for every listed instrument in the collateral pool, enhancing the personalization of the lending experience and boosting confidence in collateral quality. Our platform supports in-app analytics and investment strategies, including performance assessments and historical backtesting, allowing you to generate actionable investment signals. Maintain a competitive edge with tailored analytics designed for each client. Adjust alerts and signals while constructing portfolios that align with individual requirements. Additionally, showcase the ESG and carbon emissions performance at both the instrument and portfolio levels, ensuring a comprehensive understanding of your investments' impact. This holistic approach empowers you to make informed decisions while considering sustainability factors.

Diversiview by LENSELL is a cloud-based portfolio analysis and optimisation platform that empowers both retail investors and investment professionals to enhance the performance and robustness of their portfolios. Using Diversiview, investors can: - Compute comprehensive portfolio metrics, including expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, and drawdown recovery time. - Assess diversification in detail at the individual holding level. - Explore projected performance for the current allocation and compare it with thousands of alternative portfolio scenarios. - Identify efficient allocations along the Efficient Frontier — such as the Minimum Risk and Optimal Portfolios — using our proprietary Dual-Objective Optimisation Approach (DOOA). - Backtest allocation strategies to evaluate how they might have performed historically. For advisers, Diversiview also offers the ability to store unlimited portfolios, link them to clients, set benchmarks, build and maintain model portfolios, and easily rebalance or re-optimise them when needed.

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.

Efficient Solutions is a provider of advanced portfolio optimization and retirement planning software. The platform includes VisualMvo for single-period portfolio optimization, MvoPlus for multi-period strategies with rebalancing, and MCRetire for Monte Carlo-based retirement simulations. These tools cater to professionals and individuals aiming to apply Modern Portfolio Theory in real-world investing scenarios, with support for Windows 95 through Windows 11.

PortfolioPilot serves as an innovative financial advisory tool powered by artificial intelligence, specifically tailored for self-directed investors who seek thorough, impartial, and budget-friendly financial advice. This platform encompasses a variety of functionalities, including portfolio monitoring, investment recommendations, tax efficiency strategies, estate planning assistance, and modeling of various financial scenarios. Users have the ability to consolidate their overall net worth by integrating diverse assets like brokerage accounts, retirement plans, cryptocurrencies, and real estate, which ultimately presents a complete picture of their financial situation. The unique Recommendation Engine of PortfolioPilot provides customized investment suggestions by examining a vast array of data sources and economic models, with the objective of enhancing returns, minimizing risks, and ensuring a well-diversified investment portfolio. Additionally, PortfolioPilot offers ongoing tax optimization methods, such as tax-loss harvesting, aimed at boosting after-tax investment returns. The platform’s scenario modeling features enable users to explore various possible financial outcomes by simulating different investment approaches and market dynamics, further empowering them in their financial decision-making. With these comprehensive tools, investors are better equipped to navigate the complexities of the financial landscape.

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.

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.

Implement tailored strategies that have demonstrated verified returns, enable real-time notifications, and conduct stress tests on your investment portfolio. Incorporate high-return, backtested screening tools that can enhance your portfolio. DVM strategies identify top-rated stocks, assisting you in steering clear of underperforming investments. Engage in thorough portfolio analysis to refine your investment choices. Assess your portfolio's net asset value (NAV), evaluate your buy, sell, or hold strategies, and monitor your earnings alongside valuation expansion for a comprehensive understanding of your financial health. This multifaceted approach not only optimizes your investment strategies but also equips you with the insights needed to navigate market fluctuations confidently.

Evaluate investments within a portfolio framework in just minutes. You can either import existing portfolios or create new ones, explore various models, or access your previously saved portfolios to begin the process. The 360° Evaluator allows for an objective assessment of your portfolio by examining crucial factors such as exposure distributions, costs, risk elements, and additional metrics. It also enables advisors to generate tailored client reports that illustrate the value they provide. By utilizing the 360° Evaluator, advisors can ensure that portfolios are optimized to meet their intended goals while facilitating the sharing of vital information with clients. Leveraging data and analytics from Aladdin, this tool allows advisors to efficiently identify key portfolio attributes, make comparisons with other portfolios, and adapt strategies in response to market changes and client needs. Furthermore, investment concepts can be communicated to clients in a straightforward and visually engaging manner. The client report generated by the 360° Evaluator includes a comprehensive portfolio overview that features details on holdings, analytics, insights, and more, providing clients with a deeper understanding of their investments. This streamlined approach not only enhances client relationships but also fosters confidence in the advisor's expertise.

Finominal provides a comprehensive suite of advanced portfolio analysis tools aimed at enhancing transparency and delivering actionable insights for investors in global markets. This platform includes a wide array of features, such as in-depth fund and security analysis, portfolio construction strategies, and effective backtesting capabilities. Notably, the Portfolio Analyzer helps users benchmark their performance, analyze factor exposures, and assess diversification levels. Additionally, the Fund Reviewer and Fee Reducer make it easier to compare various mutual funds or ETFs while identifying more cost-efficient alternatives. For those seeking in-depth analysis, the Alpha Analyzer and Performance Benchmarker scrutinize securities’ performance metrics, while the Diversification Booster and Risk Scorer contribute to optimizing the overall portfolio mix. Furthermore, Finominal’s Index Customizer and Volatility Optimizer support personalized portfolio construction, and the Time Machine tool allows for historical strategy backtesting, providing users with valuable insights into past performance trends. By integrating these sophisticated tools, Finominal empowers investors to make informed decisions and refine their investment strategies.

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.

Portseido, a portfolio tracker, provides rich analytics and visualizations. It includes historical performance, trade analytics and allocations, as well as detailed analytics. It provides access to over 70+ stock exchanges, 20000+ cryptos, and ETFs. This allows international and global investors the ability to view all of their investments in one location. Our goal is to provide investors with an easy-to use tool that allows them to become better investors.

PinkLion serves as an AI-enhanced investing companion, designed to assist you in effectively increasing and managing your wealth. We offer more than just portfolio tracking; our platform provides tailored insights and practical optimization suggestions, along with one-year projections and scenario modeling. Whether you are a novice investor or fine-tuning your strategies, PinkLion equips you with data-driven insights to empower your financial decisions. Among the key features of PinkLion are: - An All-Encompassing Investment Snapshot - Portfolio Configuration through brokers or manual input - Intelligent Forecasting - Comprehensive Portfolio Analytics - Tools for Portfolio Optimization - Simulations of Various Scenarios - Direct Comparisons of Investments - Regular Portfolio Health Assessments With these features, users can navigate the complexities of investing with greater ease and confidence.

Nitrogen serves as a robust platform tailored to equip financial advisors with essential tools that assess risk tolerance, create individualized proposals, and perform comprehensive investment research, all while ensuring a seamless user experience. This platform boasts sophisticated analytics and research capabilities, allowing advisors to engage in detailed investment evaluations that cater to clients with a strong analytical focus. By aiding in the modeling of risk capacity, timeframes, and likelihoods of success, Nitrogen plays a crucial role in guiding clients toward their retirement aspirations. Additionally, it provides customizable marketing resources, such as client-oriented videos and templates, to bolster client outreach and acquisition strategies. Among its notable features is the Insights Dashboard, which presents growth and risk analytics across managed assets, offering advisors a retrospective view of their performance metrics. Furthermore, Nitrogen's ability to integrate with various financial planning and portfolio management tools enhances its utility, making it an indispensable asset for advisors striving to optimize their client services. Ultimately, this comprehensive solution fosters deeper client relationships and supports advisors in navigating the complexities of financial planning.

All your investment management needs can be met by one platform. Online investment portfolio tracking solution for Limited Partnership investors. Analyzing your financial documents. Integration of investment accounts. Reports can be generated and exported. Automated transaction tracking. Vyzer integrates a high level of security in order to protect your sensitive data. Vyzer provides investors with a secure platform which delivers transparency and clarity across all of their holdings on a single holistic dashboard. AI-driven, unbiased and honest insights will maximize your return on traditional investments as well as real estate syndications, private equity, cryptocurrency, and other traditional investments. Vyzer, the only digital wealth platform, combines public and privately held investment performance tracking with financial planning tools, projections, and very soon benchmarking into one powerful solution. This makes it easy to track the money.

Marketlog is a product of a project that has been meticulously designed and developed over a period of 2 years by the team that created Myfxbook.com – the leading forex portfolio service. Marketlog has been built from the ground-up to match the quality of our users' experience over the last 15 years. The service is free (with paid plans also available) and allows you analyze and compare your portfolio of stocks in a completely automatic way. It is also very easy to use and allows you to track trading portfolios across different brokerages. (Over 10,000 supported!) You can view all your stock portfolios in one dashboard, and you can even see other traders who share their stock portfolios with you! We've invested more than $3,000,000 in research, development and we hope you like the results as much as us. We are constantly adding new features to the service!

Sharpee is a powerful portfolio management platform that simplifies backtesting, performance analysis, and bond screening for European investors. With Sharpee, users can backtest various portfolio allocations, view historical performance, and optimize strategies for better risk-adjusted returns. The platform also includes an advanced bond screener, allowing users to filter bonds based on factors like yield, duration, and credit rating. Ideal for long-term investors, Sharpee offers in-depth portfolio analysis and optimization tools to help maximize investment returns.

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.

HolderLab elevates your Bitcoin and cryptocurrency portfolio management to new heights. By providing tools such as portfolio optimization, correlation analysis, and a trading bot designed for rebalancing strategies, users can effectively manage their crypto assets. Additionally, the platform allows for backtesting trading strategies and exploring social portfolios, all essential components for a successful crypto investment. With the capability to analyze between 5,000 and 50,000 portfolios, HolderLab seeks to identify the most optimal cryptocurrency combinations. Users can discover the ideal allocation of their crypto investments using an efficient frontier tool, which enhances decision-making. You also have the flexibility to develop a personalized rebalancing approach, whether through a set calendar period or by utilizing deviation thresholds, and even combine both methods for greater effectiveness. Furthermore, HolderLab boasts one of the largest databases of Bitcoin and cryptocurrencies for trading, allowing for comprehensive market insights. By using HolderLab, investors can save over 336 hours each year that would otherwise be spent on manual asset rebalancing, streamlining their investment process significantly. This efficiency not only maximizes potential returns but also allows users to focus on other important aspects of their financial strategy.

The Portfolio Performance tool is a free and open-source application that helps users assess the overall performance of their investment portfolios across multiple accounts. It allows individuals to meticulously track their entire transaction history, documenting various activities such as purchases, sales, fees, and taxes. The tool can retrieve historical quotes from a variety of platforms including Yahoo Finance, Finnhub.io, Quandl, and AlphaVantage, and it also has the capability to scrape data from HTML pages or JSON files. Data management is facilitated through XML storage, allowing for easy exports to formats like CSV or JSON for further analysis. Users can adjust their investment portfolios according to a custom asset allocation strategy and manage foreign currency accounts by utilizing exchange rates provided by the European Central Bank (ECB). Additionally, the application supports data imports from both CSV files and PDF documents, while generating comprehensive reports that feature detailed asset statements and performance metrics. This functionality makes it a versatile tool for anyone looking to optimize their investment strategies.

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.

Establish clear asset allocation guidelines and ensure your portfolio operates as planned. Adjust your investment portfolios based on comprehensive risk metrics or the risk levels of individual assets. Refine your asset allocations by focusing on risk or evaluating risk-adjusted return metrics. Aim to minimize your infrastructure expenses to nothing. Portfolio managers can effortlessly initiate and rapidly expand their operations while maintaining low overhead costs. System updates and maintenance processes are handled automatically, allowing you to manage your portfolio with ease and enhanced efficiency. It's important to remember that risks can emerge unexpectedly, making a systematic risk management strategy crucial for maintaining control over your portfolios. The risk management engine delivers timely updates regarding the monetary amount at risk. Rather than relying on rough estimates, portfolio managers can observe portfolio volatility and asset price risks directly from the dashboard. Our capital management software is designed with the needs of your clients at the forefront, ensuring an optimal experience for both managers and investors alike. With these integrated solutions, you can effectively navigate the complexities of asset management and significantly enhance your decision-making process.

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.

Every expert understands that incremental improvements are achieved through a series of thoughtful choices made over extended periods. Kwanti empowers users to examine all risk elements, holdings that aid in achieving success, and avenues to rethink a portfolio. By focusing on the details, the overall vision becomes clearer. Risks manifest in various ways, and readiness for each type is essential. Conduct stress tests on your portfolios and models using historical scenarios to enhance your decision-making when balancing a client's desires with their risk tolerance. Meeting client goals hinges on their commitment to staying invested and aligned with appropriate benchmarks. Additionally, by simulating the effects of various trading strategies on past returns, you can equip yourself to make savvy decisions regarding future portfolio management. This proactive approach not only informs your strategies but also builds client trust through demonstrated diligence.

FastTrack serves as a comprehensive investment research and portfolio analysis platform, providing both investors and financial professionals with access to top-tier market data, advanced analytics, and various tools for screening, comparing, and modeling investments across a wide array of asset types, including stocks, mutual funds, ETFs, and indexes, backed by over 35 years of validated, dividend-adjusted historical data. This tool streamlines the investment research process by enabling users to efficiently navigate through thousands of securities utilizing advanced comparison features, develop personalized rankings based on factors like risk, return, and expenses, and conduct in-depth portfolio analysis to assess performance or explore new strategies throughout different market cycles. FastTrack further enhances its functionality by offering flexible time-frame analysis that extends beyond traditional intervals, along with a suite of comprehensive risk and return metrics, and visual aids such as dashboards, charts, heatmaps, and detailed reports to help users interpret their findings. Additionally, it provides APIs and Excel add-ins for seamless data integration and export, as well as model portfolios, empowering users to implement and visualize their investment strategies effectively. Overall, FastTrack is designed to equip users with the essential tools needed for informed investment decision-making and strategic planning.

When financial advisors openly address risk, investors feel more confident in making informed choices. The era of categorizing investors based solely on age-related assumptions is behind us. It is essential to prioritize the interests of investors and substantiate this through quantitative measures. By employing Risk Assessments, we can accurately determine an investor's desired level of risk, thereby dismantling outdated stereotypes that render traditional risk tolerance assessments ineffective. Utilizing a cutting-edge scientific framework, you can objectively establish an investor’s Risk Number® from anywhere, whether you’re in the same room or miles apart. Additionally, thorough portfolio analysis allows for a comprehensive evaluation of the current risk exposure of an investor, enabling better alignment with their financial goals. Ultimately, this approach leads to a more personalized investment strategy that reflects individual preferences and circumstances.

Expert financial advisors who actively listen, combined with effective tools, create a powerful synergy. By integrating advanced technology with experienced fee-based financial professionals, we provide tailored solutions that prioritize your individual needs. Discover a level of financial clarity that you haven't experienced previously. Our team of financial experts is dedicated to crafting a Personal Strategy that aligns with your specific goals and preferences, and we ensure its execution through a portfolio designed to be tax-efficient, risk-sensitive, and regularly adjusted to suit your evolving circumstances. Regardless of whether you're in search of diverse investment opportunities or advanced financial oversight, we are here to assist you in constructing a well-rounded portfolio that reflects your values and priorities. Together, we can navigate the complexities of financial planning to achieve your aspirations.

Capitally offers a comprehensive investment management platform that empowers users to monitor, comprehend, and enhance their investment strategies effectively. By consolidating all accounts in a single interface, it facilitates the tracking of diverse asset classes simultaneously, enabling users to analyze their allocations across different categories and observe fluctuations over time. The platform delivers key performance indicators, including realized and unrealized returns, ROI, TWR, MWR, and IRR, and allows for comparisons against any selected benchmark. Additionally, users can scrutinize investment fees and passive income streams, keep tabs on forthcoming and projected dividends, and assess various income sources such as dividends, rent, and interest, alongside a summary of yield, yield on cost, and growth. Capitally also accommodates automatic reinvestment options and Dividend Reinvestment Plans (DRIPs), ensuring that users can maximize their investment growth. With advanced charting capabilities and comparison tools, users can identify factors that influence returns, focus on specific time frames, and break down returns into components like capital gains, currency fluctuations, dividends, and fees for a more detailed analysis. This all-encompassing approach to investment management positions Capitally as a valuable resource for both novice and experienced investors seeking to optimize their financial outcomes.

Utilize innovative technology that reflects your distinct investment methodologies, principles, and data resources. Seamlessly blend your exclusive data, analytical models, and insightful visual representations to craft a compelling narrative. Capitalize on the extensive reach, efficiency, and robust security offered by cloud-based open architecture, facilitating large-scale portfolio creation and teamwork. Jacobi is poised to enhance your investment strategy through a modern, scalable cloud platform. Create and assess portfolios with specific objectives within a fully cohesive visual framework. Enhance the depth and significance of your analysis regarding the ramifications of your decisions across various portfolios. Conduct and expand tailored, forward-thinking, and retrospective analyses while effectively managing portfolio risks. Engage dynamically with stakeholders, including clients, to ensure active participation. The platform features sharp, customizable visualizations that can be white-labeled for branding purposes. Effortlessly share access and permissions among individuals and teams to foster collaboration. This approach empowers both portfolio solutions and sales teams, ultimately driving better investment outcomes.

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.

Value Research serves as a sophisticated tool for portfolio management, aimed at making the tracking and evaluation of your investments more straightforward. It features seamless and automated imports of transactions, robust performance analytics, and side-by-side comparisons, alongside comprehensive tax statements that are ready for filing. Additionally, it automatically captures all dividends, bonuses, rights issues, and stock splits, thereby streamlining the investment management process. Users can efficiently oversee and monitor both their own and their family's investment portfolios in a single platform, cementing its position as India's premier portfolio management system. The tool accommodates a diverse range of investment types, such as mutual funds, equities, NPS, PPF, sovereign gold bonds, and various fixed income instruments including InvITs and REITs. With an organized overview of your investments, it reveals performance levels and helps highlight any areas that may require attention. The dashboard not only provides insights into how your investments are categorized but also presents key performance signals over time, along with a clear visual representation of your transaction history. Ultimately, this platform empowers users to make informed decisions about their investment strategies.

Discover exceptional stocks, keep up with leading investors, conduct rapid business assessments, and manage your investments efficiently with TIKR. Gain exclusive insights into the holdings of over 10,000 investors, which encompass company insiders, hedge funds, and numerous multi-billion dollar enterprises worldwide. TIKR expands its reach beyond just US 13F forms by tracking any disclosed stocks from investors globally, covering regions including Europe, Asia, Australia, and beyond. Utilize our advanced screener to sift through more than 100,000 stocks worldwide, helping you to uncover hidden opportunities with the potential for significant returns. Leverage thousands of filters such as country, industry sector, financial metrics, ratios, predictions from Wall Street analysts, valuation multiples, capital structure, growth rates, and profit margins to fine-tune your search. Streamline your investment analysis process with precise financial information powered by S&P Global CapitalIQ, encompassing over 100,000 stocks across 92 countries and 136 stock exchanges. With TIKR, you can effortlessly analyze and visualize comprehensive financial data, including ratios, valuation metrics, and analyst predictions, all in one convenient platform. This makes it easier than ever to make informed investment decisions based on thorough research and analysis.

Chronograph transforms private capital portfolio monitoring by centralizing data, automating workflows, and delivering powerful analytics for both GPs and LPs. Its platform harmonizes quantitative and qualitative data across portfolio companies, enabling a unified view of performance, valuation drivers, and operational trends. GPs use Chronograph to capture KPIs, streamline valuation cycles, generate LP-ready reporting, and integrate seamlessly with downstream systems via APIs and data warehousing. LPs gain complete visibility into commitments, exposures, and performance across funds, strategies, managers, and underlying companies. Chronograph’s extensible analytics engine enables investors to run insights instantly without relying on ad-hoc tools or manual modeling. ESG data collection becomes structured and reliable, ensuring consistency across managers and regulatory frameworks. Built on modern cloud infrastructure, the platform offers fast implementations, intuitive interfaces, and enterprise-grade reliability. With technology designed by experienced private equity practitioners, Chronograph helps firms elevate decision-making and implement institutional-grade data governance.

Arbor's institutional Portfolio Management System (PMS) allows hedge funds and family offices to manage complex portfolios from one system. We have created a Crypto Portfolio Management (Crypto PMS) that allows you to manage both traditional and digital assets together on one platform, giving you years of future proof investing. This includes complex Crypto derivatives with many exchange connections. Detailed FX products along with many traditional securities like Fixed Income, CFDs, Futures, Options, Loans, Invoices etc. The hedge fund crypto portfolio management system includes comprehensive portfolio analysis, performance contribution, compliance (pre & post trade), order management and middle office functionality. Realtime, mobile and portal reporting give you constant access to your funds. Along with many Crypto exchange connections we provide, API, FIX and multiple market data feed choices enable us to configure the Portfolio Management System exactly as you require.

Discover the ultimate modern portfolio tracker designed to manage all your assets seamlessly—both traditional and cryptocurrency. With the ability to connect to a multitude of global banks, brokerages, stocks, and currencies, you can keep your investments organized effortlessly. Link your online brokerage accounts or manually input individual stocks to monitor their current values in real-time. Access up-to-date balances from your cryptocurrency wallets and exchange accounts, or simply add your coins to keep tabs on your crypto portfolio's worth in your preferred currency. Kubera is compatible with over 20,000 banks across the globe and employs cutting-edge account aggregation technology, ensuring dependable connectivity to numerous online financial institutions worldwide. In addition, you can track the current value of your properties using real-time market data sourced from Zillow (available for the US only) and monitor the estimated market worth of your vehicles. Kubera also allows for the assessment of the market value of any web domain names you possess. Supporting almost every currency globally, you can combine your Japanese Yens with your Euros to create a comprehensive dashboard that displays their values in your local currency, providing you with a clear overview of your financial landscape. This holistic approach to asset tracking empowers you to make informed investment decisions with ease.

Windham Portfolio Advisor (WPA) is a sophisticated solution for portfolio optimization and risk management that seamlessly combines independent, high-quality research within a comprehensive suite of applications. Designed for efficiency, Windham Portfolio Advisor allows users to conduct intricate analyses with ease. By utilizing this tool, users can create portfolios tailored to meet the specific needs of their clients while aligning with their investment objectives. Additionally, Windham Portfolio Advisor equips users with essential risk management tools to navigate the complexities associated with diverse portfolios. With a foundation built on groundbreaking research and unique risk management strategies, Windham is committed to developing and overseeing portfolios that enhance the likelihood of achieving investment success, regardless of market conditions. A crucial element of this process is Windham's proprietary measures of risk, which evaluate risk concentration and draw parallels to previous market downturns, ensuring informed decision-making. This comprehensive approach helps investors stay ahead in both thriving and challenging economic landscapes.

Our backtesting software is tailored for investors seeking to enhance their decision-making capabilities. Just choose your financial instruments and input your strategy details. We analyze the data and assess how well your strategy performs. The software showcases the simulated trades executed by your strategy. You will receive email notifications regarding your active orders and portfolio status. This platform is both straightforward and robust, allowing investors to customize, backtest, and implement their investment strategies seamlessly. PyInvesting empowers investors to make decisions backed by data, catering to both novices and experts in the investment field. It allows users to delve into their strategic concepts and portfolio possibilities with ease. For those who lean towards the quantitative analysis of investing, PyInvesting simplifies the process and enhances your experience. This powerful tool enables investors to backtest and launch their investment strategies without requiring any coding expertise, making it accessible for everyone. With PyInvesting, managing and optimizing your investment approach has never been more efficient.

Stock Rover stands out as an advanced investment research and analysis platform that significantly exceeds the offerings of typical equity research websites. Its screening features are unparalleled at any cost, with many users initially drawn to Stock Rover for its robust stock screening and ranking abilities. In terms of comparison, it shines uniquely, providing assessments of competing investment options that no other site matches. The platform calculates fair values and margin of safety while highlighting important trends and scoring companies based on quality, growth, value, and sentiment. Users can also monitor their performance with real-time accuracy by linking their brokerage accounts for seamless portfolio updates. In addition, Stock Rover's charting capabilities surpass industry norms, allowing users to compare screeners, portfolios, and benchmarks while also visualizing fundamental metrics. This comprehensive tool encompasses various categories such as trading, stock analysis, charting, stock portfolio management, and screening, making it an essential resource for serious investors.

The investment application designed to help you achieve exceptional returns through analytical data and logic. Safeguarding your finances amidst inflation and economic fluctuations demands more than just a mechanical advisor and wishful thinking. You deserve a more intelligent solution that adapts to market changes without requiring countless hours of research or screen time. Composer provides a selection of expertly crafted investment strategies that operate based on data-driven insights. Avoid being swayed by emotions and sensational social media posts; instead, trade informed by concrete data and market dynamics. Composer is capable of reallocating your portfolio into top-performing assets when the market is thriving, while also mitigating risks during turbulent times. Acting as a vigilant overseer of your investments, Composer consistently tracks your portfolio, adjusts positions, and executes trades only when it's vital. Signing up is free—simply enter your personal information, set up and fund your Composer brokerage account. Explore a strategy to understand its mechanics, assess its performance and current holdings, and even run backtests to see how it would have performed historically. This way, you can make informed decisions that align with your financial goals.

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.