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Top 7 products relevant to Portfolio Management and Portfolio Reporting

  1. Simple and powerful portfolio tracker for investors. Dividend tracker, portfolio performance and quick portfolio rebalancing. Supports thousands of stocks, funds and cryptocurrencies from all over the world.

    freemium $7.99 / Monthly (1 portfolio, automatic brokerage connection)

    /snowball-analytics-alternatives
  2. PPM Express is an integrated project portfolio management software. High-level portfolio view, agile portfolio management, prioritization, and efficient resource planning. Protect your existing investments and increase ROI.

    freemium $30.0 / Monthly ("Pro". Starting at 5 users.)

    /ppm-express-alternatives
  3. Risk Shell 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. .

    paid Free Trial

    /abc-quant-risk-shell-alternatives
  4. Complete cryptocurrency monitoring and automated bot trading platform that lets you keep track of your assets in real time, 24/7. You can execute your trading strategy using our automated bots.

    /cryptoshed-app-alternatives
  5. Crypto data intelligence.

    /nuant-alternatives
  6. See your unrealised and realised profit of your stock investments. Download live pricing from Yahoo Finance.

    Open Source free

    /stock-profit-alternatives
  7. Advanced portfolio tracking, investment analytics & reporting tools. Track performance, dividend income, currency gains & more. Get started now!

    /navexa-io-alternatives

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