Carta
Ledgy
Vestd
Certent Equity Compensation Management
Capshare
Capdesk
Captable.io
Pulley
Diversiview Online
Portfolio Optimization
Riskturn
Accounts
RiskValue
BeamsERP Finance & Accounting Software
Portfolio Optimization Software
ForecastThis
Diversiview is a Portfolio Analysis and Optimisation software that allows investors to analyse and optimise their investment portfolios. It uses state of the art, AI-driven technology on top of Nobel prize winning research from Harry Markowitz, to enable users to check the health and the performance of their portfolios, review the expected risk-return position, view the granular diversification at investment level, and optimise the asset allocation to achieve their financial goals in line with their investment risk tolerance level - all in a few simple steps.
Diversiview is free to use for one portfolio analysis, and it uses a credit points paid system for further analyses and asset allocation optimisations. All Australian, US and Indian securities are available for cross-market analysis and optimisation. More markets coming soon.
Give it a try and analyse your portfolio today! Only by knowing where you stand you know what you can improve.
Diversiview OnlineNo features have been listed yet.
Based on our record, Carta seems to be more popular. It has been mentiond 10 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Im trying to get all of my accounts loaded into CoPilot and haven't been able to figure out how to add stock option or RSU grants from my employer. They are not publicly traded but managed through https://carta.com/. Source: 5 months ago
I heard good things about Carta. I haven't used it though. https://carta.com. - Source: Hacker News / 8 months ago
Haven't heard of carta.com. Let me check it out, thanks! Source: about 1 year ago
Https://carta.com/ could be the easiest and cheapest way. Source: over 1 year ago
Getting a refusal to connect... Anyone else getting that issue? https://carta.com/. - Source: Hacker News / over 1 year ago
Ledgy - The European equity management solution. Manage your cap table, investor relations, and equity plans professionally, from the start. Arm yourself with the best-in-class data security and streamline your equity management processes.
Portfolio Optimization - Portfolio rebalancing and optimization
Vestd - Vestd is the only platform you need to create tax-efficient share schemes and manage equity. Purpose-built for UK companies.
Riskturn - The first risk-based software dedicated to investment valuation, capital budgeting and project portfolio management. Discover a user-friendly solution for all kinds of businesses.
Certent Equity Compensation Management - Certent Equity Compensation Management simplifies and streamlines all the crucial aspects of your stock administration process.
Accounts - Simple. Powerful. Affordable
