---
description: Page 3 - Compare the top Stock Portfolio Management Software software and providers on Capterra Israel. Our free interactive tool makes software selection fast and easy. Filter by price, feature or user rating.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Page 3 - Stock Portfolio Management Software - Compare Prices & Top Sellers - Capterra Israel 2026
---

Breadcrumb: [Home](/) > [Stock Portfolio Management Software](https://www.capterra.co.il/directory/31242/stock-portfolio-management/software) > [Page 3](https://www.capterra.co.il/directory/31242/stock-portfolio-management/software?page=3)

# Stock Portfolio Management Software

Canonical: https://www.capterra.co.il/directory/31242/stock-portfolio-management/software

Page: 3 / 4\
Prev: [Previous page](https://www.capterra.co.il/directory/31242/stock-portfolio-management/software?page=2)\
Next: [Next page](https://www.capterra.co.il/directory/31242/stock-portfolio-management/software?page=4)

> Stock Portfolio Management software is used by traders and investment managers to monitor and optimize performance of their own and their clients' investments.

-----

## Products

1. [ByAllAccounts](https://www.capterra.co.il/software/209692/byallaccounts) (0 reviews) — Data aggregation solution that collects client information to provide insights into cash flows and calculating performance returns.
2. [Morningstar Office Cloud](https://www.capterra.co.il/software/210687/morningstar-office-cloud) (0 reviews) — Web-based portfolio management solution that assists advisors to manage risk analysis, portfolio accounting and reporting.
3. [Smarttbot](https://www.capterra.co.il/software/216010/smarttbot) (0 reviews) — SmarttBot is a platform for traders to trade on the exchange in an automated way. The trader sets up his strategy on our robots.
4. [ATrad](https://www.capterra.co.il/software/1011947/atrad) (0 reviews) — ATrad delivers AI-powered, compliant stockbroker solution operating in Sri Lanka, Nepal, Kenya and expanding globally.
5. [Statmetrics](https://www.capterra.co.il/software/1012542/statmetrics) (0 reviews) — Statmetrics is an all-in-one mobile solution for portfolio analytics and investment research.
6. [AMDIS](https://www.capterra.co.il/software/1012860/am-dis) (0 reviews) — Solution that helps asset managers produce high-quality analytics and reporting combining return, risk and ESG.
7. [INDIS](https://www.capterra.co.il/software/1012918/in-dis) (0 reviews) — The integrated solution IN-DIS complies with management needs and reglementary directives for insurance companies.
8. [Abbove](https://www.capterra.co.il/software/1015965/paxfamilia) (0 reviews) — Abbove is a collaborative wealth planning platform uniting financial advisors, their clients, wealth data and technology in one place.
9. [Beanvest](https://www.capterra.co.il/software/1018232/beanvest) (0 reviews) — Portfolio performance tracker that enables investors to track investments, including stocks, ETFs, mutual funds, and cryptocurrencies.
10. [Sterling Trader Pro](https://www.capterra.co.il/software/1024901/sterling-trading-pro) (0 reviews) — Sterling Trader® Pro is a trading platform for equities, options, and futures.
11. [HRSTAQ](https://www.capterra.co.il/software/1025016/hrstaq) (0 reviews) — Manage ESOPs with ease using HRstaq. Track options, automate grants, and ensure compliance. Provide employees with a transparent view
12. [Stock Screener](https://www.capterra.co.il/software/1042144/stock-screener) (0 reviews) — Cloud-based financial analysis and stock screening tool that lets users manage stocks, generate reports, and more.
13. [Diversiview](https://www.capterra.co.il/software/1047544/diversiview) (0 reviews) — Portfolio Construction Tool that optimises allocations cross-market and cross-asset type, to a desired risk-return goal.
14. [STREAM](https://www.capterra.co.il/software/1046775/stream) (0 reviews) — Stock portfolio management platform that lets users trade Japanese \& US stocks without paying conventional stock brokerage commissions.
15. [PU Prime](https://www.capterra.co.il/software/1055642/pu-prime) (0 reviews) — PU Prime is a leading online broker with 800+ products. Award-winning for top-tier service and commitment to excellence.
16. [AllInvestView](https://www.capterra.co.il/software/1059284/allinvestview) (0 reviews) — Cloud-based solution that enables investors to manage and track assets, past performance, dividends, stock allocation, and more.
17. [AI-signals](https://www.capterra.co.il/software/1060018/ai-signals) (0 reviews) — Cloud-based stock portfolio management tool that helps investors receive trade signals, manage portfolios, handle liquidations, \& more.
18. [FantasyFunds](https://www.capterra.co.il/software/1077508/FantasyFunds) (0 reviews) — FantasyFunds is a stock trading tool where users can create leagues, build portfolios, and track performance.
19. [etops Asset Manager Pro](https://www.capterra.co.il/software/1077617/etops-Asset-Manager-Pro) (0 reviews) — etops Asset Manager Pro boosts performance, ensures EU compliance, and automates operations for asset managers and custodians.
20. [Crypto Excel](https://www.capterra.co.il/software/1080195/Crypto-Excel) (0 reviews) — Track, analyze, and manage all your crypto assets with real-time prices, customizable profit/loss alerts in one secure dashboard.
21. [PortfolioMetrics](https://www.capterra.co.il/software/1080252/PortfolioMetrics) (0 reviews) — Portfolio backtesting tool that helps investors analyze investment strategies, track performance, and optimize asset allocation.
22. [Visible for Investors](https://www.capterra.co.il/software/1034341/visible-for-investors) (0 reviews) — Investors thrive with Visible by streamlining portfolio monitoring, tracking fund performance, and reporting to stakeholders
23. [Sirius Investors](https://www.capterra.co.il/software/1085472/Sirius-Investors) (0 reviews) — Sirius Investors is an investment analysis software that provides AI-powered tools for analyzing stocks, ETFs, and cryptocurrencies.
24. [DonkyCapital](https://www.capterra.co.il/software/1086178/DonkyCapital) (0 reviews) — DonkyCapital is an investment tracking software that helps users monitor and analyze stocks, ETFs, and crypto through a dashboard.
25. [AlphaQuark](https://www.capterra.co.il/software/1087220/AlphaQuark) (0 reviews) — Stock portfolio management solution aiding SEBI-registered RAs and RIAs to create, manage, and distribute model portfolios.

-----

Page: 3 / 4\
Prev: [Previous page](https://www.capterra.co.il/directory/31242/stock-portfolio-management/software?page=2)\
Next: [Next page](https://www.capterra.co.il/directory/31242/stock-portfolio-management/software?page=4)

## Related Categories

- [Artificial Intelligence Software](https://www.capterra.co.il/directory/30938/artificial-intelligence/software)
- [Financial Reporting Software](https://www.capterra.co.il/directory/30050/financial-reporting/software)
- [Investment Management Software](https://www.capterra.co.il/directory/20010/investment-management/software)
- [Risk Management Software](https://www.capterra.co.il/directory/30665/risk-management/software)
- [Fund Accounting Software](https://www.capterra.co.il/directory/30114/fund-accounting/software)

## Links

- [View on Capterra](https://www.capterra.co.il/directory/31242/stock-portfolio-management/software)
- [All Categories](https://www.capterra.co.il/directory)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra Israel helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.co.il","url":"https://www.capterra.co.il/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.il/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":null,"url":"https://www.capterra.co.il/","@id":"https://www.capterra.co.il/#website","@type":"WebSite","publisher":{"@id":"https://www.capterra.co.il/#organization"},"potentialAction":{"query":"required","target":"https://www.capterra.co.il/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Stock Portfolio Management Software","description":"Page 3 - Compare the top Stock Portfolio Management Software software and providers on Capterra Israel. Our free interactive tool makes software selection fast and easy. Filter by price, feature or user rating.","url":"https://www.capterra.co.il/directory/31242/stock-portfolio-management/software?page=3","about":{"@id":"https://www.capterra.co.il/directory/31242/stock-portfolio-management/software?page=3#itemlist"},"breadcrumb":{"@id":"https://www.capterra.co.il/directory/31242/stock-portfolio-management/software?page=3#breadcrumblist"},"@id":"https://www.capterra.co.il/directory/31242/stock-portfolio-management/software?page=3#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.capterra.co.il/#website"},"inLanguage":"en-IL","mainEntity":{"@id":"https://www.capterra.co.il/directory/31242/stock-portfolio-management/software?page=3#itemlist"},"publisher":{"@id":"https://www.capterra.co.il/#organization"}},{"@id":"https://www.capterra.co.il/directory/31242/stock-portfolio-management/software?page=3#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Stock Portfolio Management Software","position":2,"item":"https://www.capterra.co.il/directory/31242/stock-portfolio-management/software","@type":"ListItem"},{"name":"Page 3","position":3,"item":"https://www.capterra.co.il/directory/31242/stock-portfolio-management/software?page=3","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Page 3 - Stock Portfolio Management Software - Compare Prices &amp; Top Sellers - Capterra Israel 2026","@context":"https://schema.org","@id":"https://www.capterra.co.il/directory/31242/stock-portfolio-management/software?page=3#itemlist","@type":"ItemList","itemListElement":[{"name":"ByAllAccounts","position":1,"description":"Data aggregation solution that collects client information to provide insights into cash flows and calculating performance returns.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0b2950f6-c446-429b-9280-30649b2d88eb.png","url":"https://www.capterra.co.il/software/209692/byallaccounts","@type":"ListItem"},{"name":"Morningstar Office Cloud","position":2,"description":"Morningstar Office is portfolio management software for registered investment advisors. The software integrates independent investment research and analysis from Morningstar with tools to manage client relationships, build portfolios, and automate reporting. Key features include client relationship management, tax-aware trading and rebalancing, fee billing, and risk assessment capabilities. Morningstar Office aims to help advisors validate investment recommendations while streamlining back-office tasks.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9f33b435-ca60-4ae1-b5e6-1466266dea8c.png","url":"https://www.capterra.co.il/software/210687/morningstar-office-cloud","@type":"ListItem"},{"name":"Smarttbot","position":3,"description":"SmarttBot is a platform for traders to trade on the exchange in an automated way. The trader sets up his strategy on our robots.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2ed7e281-865d-4c98-a72b-c668a719177c.png","url":"https://www.capterra.co.il/software/216010/smarttbot","@type":"ListItem"},{"name":"ATrad","position":4,"description":"ATrad offers a robust product suite designed to empower stockbroker firms, wealth managers, and primary dealers in both emerging and frontier capital markets. The suite includes an Order Management System, Risk Management Module, Broker BackOffice, Wealth Management System, and Primary Dealer System. These solutions are available across desktop, web, and mobile platforms, ensuring seamless access and management for investment advisors and retail investors alike.\n\nATrad's AI offering for smart trading and robotics trading and risk assessment and ranking of stock performance is built with cutting edge technologies in AI.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7329794a-c1a3-42a3-b678-f8234a93ca9c.png","url":"https://www.capterra.co.il/software/1011947/atrad","@type":"ListItem"},{"name":"Statmetrics","position":5,"description":"Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ad24c94c-1927-4a33-9452-be07d780b466.png","url":"https://www.capterra.co.il/software/1012542/statmetrics","@type":"ListItem"},{"name":"AMDIS","position":6,"description":"Thanks to its computation engine dedicated to ESG, performance and risk metrics, AMINDIS provides asset managers with AM-DIS, a solution that automates their business process. This unique solution complies with evolving business challenges by producing high-quality analytics and reports.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d0f4879e-5160-487c-9d35-415205abd26d.png","url":"https://www.capterra.co.il/software/1012860/am-dis","@type":"ListItem"},{"name":"INDIS","position":7,"description":"The IN-DIS solution is dedicated to insurers and mutuals. Fully integrated, it automates business processes and thus meets management needs and regulatory guidelines by producing high quality analyses and reports, using financial and non-financial data. IN-DIS allows you to simultaneously combine in all your management processes the 3 key axes of modern management: Impact on sustainability, Return and Risk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3fd04c4-21b4-4ac5-9731-c5a7b581a9ab.png","url":"https://www.capterra.co.il/software/1012918/in-dis","@type":"ListItem"},{"name":"Abbove","position":8,"description":"Abbove develops an all-in-one wealth planning platform for financial advisors that want to serve their clients with a structured and holistic approach to their wealth. With structured data inventories connected to planning and reporting tools and an intuitive client interface, Abbove helps financial advisors to understand, serve and follow-up their clients with holistic wealth management services. Thus, the platform guarantees a new wealth planning experience for both advisors and their clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4fcc3a64-614a-4106-a44b-a0f99788317a.png","url":"https://www.capterra.co.il/software/1015965/paxfamilia","@type":"ListItem"},{"name":"Beanvest","position":9,"description":"Beanvest is portfolio tracking software that helps investors monitor and analyze their investment portfolio performance. The software tracks over 250,000 assets including stocks, ETFs, mutual funds, and cryptocurrencies. It provides tools for performance benchmarking, allocation analysis, broker account synchronization, and fundamental data. Beanvest enables investors to gain insights into their portfolios.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f33d40ee-7084-406a-9785-9121afaf9dad.jpeg","url":"https://www.capterra.co.il/software/1018232/beanvest","@type":"ListItem"},{"name":"Sterling Trader Pro","position":10,"description":"Sterling Trader® Pro is a trading platform for equities, options, and futures. Used world-wide by proprietary trading firms, broker-dealers, and active traders, Sterling Trader® Pro gives traders the performance and functionality they need to compete in today’s markets. Sterling Trader® Pro is available for trading in the US, Canada, Brazil and Europe.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ce0a820f-0090-4060-912a-76ebf71cacb9.png","url":"https://www.capterra.co.il/software/1024901/sterling-trading-pro","@type":"ListItem"},{"name":"HRSTAQ","position":11,"description":"HRstaq simplifies ESOP administration with its robust stock portfolio management module. Track employee stock options, restricted stock units (RSUs), and other equity-based compensation plans efficiently. Automate grant administration, vesting schedules, and tax calculations. Provide employees with a secure and transparent platform to view their stock holdings, track their vesting progress, and exercise their options. Generate comprehensive reports for both employees and finance teams, ensuring compliance with all relevant regulations. With HRstaq, you can streamline your ESOP administration, enhance employee engagement, and maximize the value of your equity compensation programs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/69626769-3e2f-4dfd-b9c6-6f532a5bec56.png","url":"https://www.capterra.co.il/software/1025016/hrstaq","@type":"ListItem"},{"name":"Stock Screener","position":12,"description":"ChartMill was founded in 2008/2009 and has since grown into a cloud-based solid financial analysis tool for the American, European, and Canadian markets. Currently, we monitor more than 22,500 shares on a daily basis. In-depth screening and analysis are possible on both a fundamental and technical basis with our own technical and fundamental ratings and reports","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f37415bc-858a-4933-b0c3-80a39b4dccbb.png","url":"https://www.capterra.co.il/software/1042144/stock-screener","@type":"ListItem"},{"name":"Diversiview","position":13,"description":"Diversiview is a unique portfolio analysis and optimisation software that helps investors and investment professionals analyse cross-market and cross-asset type portfolios and optimise their asset allocation to a specific risk-return goal.\n\nIt covers all listed securities on ASX, NASDAQ, NYSE, BSE, NSE, LSE, HKEX and DFM, and over 7000 Indian Mutual Fund schemes. \n\nUsers can also add custom investments to the mix, and choose to import from over 20+ brokers and platforms.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e1c52d0b-a160-41b2-be5e-4d9b3ff55596.png","url":"https://www.capterra.co.il/software/1047544/diversiview","@type":"ListItem"},{"name":"STREAM","position":14,"description":"STREAM is a portfolio management platform that features numerous brands. It allows users to trade stocks of US-listed companies with high growth potential. The Japan-targeted platform connects stock traders and allows them to interact and exchange information. It features a community forum for users to post questions and answer queries on a timeline. People may also exchange opinions, gain deeper insights, and learn various trading tips by reading the news or users' comments on individual stocks. Admins can request annual transaction reports and output them in various formats. New traders may also utilize exchange meetings to connect with other stock traders.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4e08d4f8-6bbd-4111-9906-c1a89bb25d53.jpeg","url":"https://www.capterra.co.il/software/1046775/stream","@type":"ListItem"},{"name":"PU Prime","position":15,"description":"PU Prime stands as a world-renowned online broker, boasting a diverse range of over 800 products. We provide an innovative trading platform for various assets, including forex, indices, commodities, shares, and cryptocurrencies. PU Prime takes pride in its multiple award recognitions, a testament to our commitment to continuous innovation and top-tier service. We are dedicated to maintaining our promise of delivering high-quality service and will continue to do so in the future.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4b7d0475-3f59-4049-b0cf-ff3ce39be5d4.jpeg","url":"https://www.capterra.co.il/software/1055642/pu-prime","@type":"ListItem"},{"name":"AllInvestView","position":16,"description":"Explore the future of investment management with AllInvestView, your go-to web application for tracking and optimizing your portfolio. \nOur platform offers a streamlined solution, allowing you to effortlessly consolidate and monitor all your investments in a single, user-friendly dashboard. From stocks to fixed income assets, our innovative ticketing system simplifies transaction management, providing you with insightful data and analysis right at your fingertips.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a56de615-1996-4729-84d3-76c8fd03de58.jpeg","url":"https://www.capterra.co.il/software/1059284/allinvestview","@type":"ListItem"},{"name":"AI-signals","position":17,"description":"Cloud-based stock portfolio management tool that helps investors receive trade signals, manage portfolios, handle liquidations, & more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/305a0f7b-0bd2-4366-90c3-4e5796bd94c8.jpeg","url":"https://www.capterra.co.il/software/1060018/ai-signals","@type":"ListItem"},{"name":"FantasyFunds","position":18,"description":"FantasyFunds is a competitive stock trading game where users join leagues and go head-to-head each week in virtual investing matchups. Players build their portfolios using live market data, make instant trades, and track performance with clean portfolio tools and weekly recaps. Leaderboards are based on win-loss records, turning investing into a strategic, social competition.\n\nWhether you're new to the markets or testing advanced strategies, FantasyFunds makes it easy to learn, experiment, and compete — without risking real money. Users can view their friends’ trades, challenge others in their league, and explore stocks using real-time prices, charts, and company data — all in a safe, secure environment designed to make investing more fun and accessible.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0b7e697d-a0c4-44c3-92ff-44dffa934778.webp","url":"https://www.capterra.co.il/software/1077508/FantasyFunds","@type":"ListItem"},{"name":"etops Asset Manager Pro","position":19,"description":"Advanced Portfolio Management System \n\nEnhance performance, ensure compliance, and improve operational efficiency in Europe’s complex regulatory landscape. etops Asset Manager Pro is built for asset managers, investment managers, and custodians. Streamline operations with intuitive software combining expert workflows and seamless functionality. \n\nAdvanced Portfolio & Risk Management \n\nOptimize performance with real-time analytics, risk strategies, and performance attribution. Identify alpha and reduce risk through market insights. \n\nRobust Compliance & Market Connectivity \n\nAutomate compliance monitoring and access local market connectivity. Use customizable dashboards for oversight and BaFin reporting. Ensure low-latency order execution via straight-through processing and adapt workflows to your trading environment. \n\nEnd-to-End Automation \n\nAutomate tasks from portfolio management to compliance checks. Reduce errors, boost agility, and focus on high-value activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4f6f46ac-1d05-4934-ab61-f9f9c2f29676.png","url":"https://www.capterra.co.il/software/1077617/etops-Asset-Manager-Pro","@type":"ListItem"},{"name":"Crypto Excel","position":20,"description":"Crypto Excel is a powerful web-based portfolio tracker designed for crypto investors, traders, and accountants who demand precision. It centralizes all your crypto holdings in one intuitive dashboard — across exchanges, wallets, and blockchains — to give you a clear and reliable overview of your assets.\n\nWith real-time valuations, automatic transaction imports, and advanced performance analytics, Crypto Excel helps you monitor gains, losses, and profitability effortlessly. Built for both personal and professional use, it includes customizable dashboards, tax-ready exports, and support for hundreds of coins and tokens.\n\nWhether you’re managing a personal portfolio or overseeing clients’ crypto accounts, Crypto Excel simplifies portfolio management, enhances financial clarity, and saves you valuable time. Your data stays secure, your reports accurate, and your decisions smarter — all in one place.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d479c01b-1820-4202-9b53-9622e91eabc6.png","url":"https://www.capterra.co.il/software/1080195/Crypto-Excel","@type":"ListItem"},{"name":"PortfolioMetrics","position":21,"description":"Cloud-based financial analysis software that enables users to backtest investment strategies against historical market data. The platform offers portfolio analysis tools including performance metrics such as CAGR and Sharpe ratio, risk assessment capabilities through volatility and drawdown measurements, and several other features such as Monte Carlo simulations and Efficient Frontier calculations for asset allocation optimization. PortfolioMetrics supports various asset types including stocks, ETFs, mutual funds, and cryptocurrencies, allowing investors to compare multiple portfolios simultaneously and generate detailed reports with AI-enabled insights. The software includes data input options for portfolio creation, visualization tools for performance analysis, and educational resources to help users understand financial metrics and investment concepts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9a87c146-a968-491b-98ff-4ad38aff2598.jpeg","url":"https://www.capterra.co.il/software/1080252/PortfolioMetrics","@type":"ListItem"},{"name":"Visible for Investors","position":22,"description":"Visible equips investors with connected AI to streamline portfolio monitoring and management across every stage of the fund lifecycle. By bringing together fund data, portfolio company updates, financials, and performance metrics in one platform, Visible surfaces meaningful insights, reduces manual work, and powers investor-ready reporting. The result is a single source of truth that keeps funds aligned internally, closely connected to their portfolio companies, and able to communicate clearly and confidently with LPs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e6828c34-403d-4c4c-a538-74e1e24815f5.png","url":"https://www.capterra.co.il/software/1034341/visible-for-investors","@type":"ListItem"},{"name":"Sirius Investors","position":23,"description":"Sirius Investors is an investment analysis platform that automates financial data analysis for stocks, ETFs, and cryptocurrencies. It transforms complex data into visual insights through verified SEC filings, real-time market feeds from global exchanges, and structured financial statements, ensuring audit-ready, compliant data at significant cost savings. The platform streamlines workflow automation, reducing manual research and portfolio management time through tools for portfolio rebalancing, risk assessment, performance tracking, and tax loss harvesting. Sirius Investors offers a comprehensive toolkit featuring real-time pricing, financial statements, valuation metrics, earnings reports, and AI-driven research capabilities. The system combines verified data, automation, and analysis tools to deliver institutional-level financial analysis in an accessible format.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/21ecad47-d88f-40c4-a7dc-bf1004cdcad4.png","url":"https://www.capterra.co.il/software/1085472/Sirius-Investors","@type":"ListItem"},{"name":"DonkyCapital","position":24,"description":"DonkyCapital is a portfolio tracking software for investments in stocks, ETFs, bonds, cryptocurrencies, and unlisted assets like real estate. It features a customizable dashboard with real-time data, advanced analytics, and multi-portfolio management. Users can connect to brokers like Fineco and Degiro to import transactions securely without sharing credentials. \n\nThe platform offers tools like performance heatmaps, profit and loss reports, and multi-period charts. It supports unlisted assets with manual price and income updates. A cryptocurrency tab tracks coins like Bitcoin and Ethereum with automatic price updates. DonkyCapital's drag-and-drop dashboard allows personalized views. Data is securely stored in Europe with encryption, and the platform functions as a progressive web app for mobile access. Users can manage multiple portfolios, import CSV transactions, and access detailed analytics, providing a robust alternative to spreadsheets.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fec9c3de-d443-46d5-a8a4-43fa51e9c12f.png","url":"https://www.capterra.co.il/software/1086178/DonkyCapital","@type":"ListItem"},{"name":"AlphaQuark","position":25,"description":"AlphaQuark is a wealth management platform for SEBI-registered research analysts and investment advisors in India. It enables advisors to create, manage, and distribute model portfolios in a structured and compliant way. Advisors can implement model portfolios across multiple clients and execute trades through integrated broker platforms, making portfolio management efficient and scalable. The platform provides real-time tracking of client investments across broker accounts through a unified dashboard.\n\nAutomated rebalancing ensures portfolios remain aligned with predefined strategies. AlphaQuark also enables teams to streamline compliance tasks such as client onboarding, documentation, and reporting. A white-label mobile app allows advisors to offer branded portfolio access to clients while maintaining their identity. Its analytics suite provides insights into portfolio performance, risk, and market trends.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/13a67d9d-8a62-446b-8afa-44509c2e3f4c.jpg","url":"https://www.capterra.co.il/software/1087220/AlphaQuark","@type":"ListItem"}],"numberOfItems":25}
</script>