Nosis
Xantos Labs
MoneyMade
Delta
Robinhood
Basket
Caena
CoinTracker
Docoh
BamSEC
OpenInsider
EdmundSEC
alphasense
Sentieo
MarketChameleon Insider Trades Screener
AlphaResearch.io
The only investor management software you'll ever need. Say goodbye to quarterly reports and ugly spreadsheets. Nosis gives your members a window into their portfolio and fund updates, all in one place bringing a whole new level of transparency to the managed account model.
Nosis DocohNo features have been listed yet.
Since I started using Nosis to help better communicate and report to my investors, our fund has seen a rise in investor engagement. The trading bots have also allowed us to safely enter the crypto market through their smart trading strategies.
Nosis has been a game-changer for me. It's easy to use, and the updates are always on point. Would recommend it to anyone💯
We were an advisory business who always wanted to offer managed management services but the costs are just way too high. We started using Nosis which allowed us to offer the products and services that we wanted out of the box. We cant charge % based fees which is a shame because the way Nosis works we never actually take custody of the users funds but regardless of that we were able to charge double over night so it doesnt really matter.
Based on our record, Docoh seems to be more popular. It has been mentiond 18 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.
You can find other great investors' holdings here: https://www.dataroma.com/m/home.php or https://capedge.com/ or https://www.reddit.com/r/SecurityAnalysis/search?q=Letters%20and%20Reports%20author%3A%22Beren-%22&restrict_sr=on&sort=new&t=all. Source: over 1 year ago
You can try docoh.com (here's Google for example). Source: almost 2 years ago
Thanks for your help. Didn't know about the docoh.com site. Looks pretty useful. Source: about 2 years ago
Good insight on dilution. Most frequent way is through an offering you can use this website to check each. Source: about 2 years ago
I also spoke to the CEO of docoh.com multiple times. They have MANY users per month with great SEO. Source: about 2 years ago
Xantos Labs - Xantos Labs is an active investment platform that manages your money so that you don’t have to.
BamSEC - Financial research made easier
MoneyMade - Discover and compare investment opportunities
OpenInsider - OpenInsider is an SEC Form 4 insider screener that allows you to monitor the insider trading filings for insider buying and selling.
Delta - Delta is the ultimate cryptocurrency portfolio management tool.
EdmundSEC - The most powerful search tool for financial documents, with free access to transcripts and table downloads!
