PortfolioShop vs. Statmetrics vs. VBScript Comparison


PortfolioShop	Statmetrics	VBScript Microsoft	+
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Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place. 5,366 Ratings Visit Website CoinStats CoinStats is the leading crypto portfolio management tool trusted by over 1.2 million active users worldwide. With CoinStats, users can easily track their crypto, DeFi, and NFT assets in real-time by connecting more than 300 wallets and exchanges. The CoinStats DeFi wallet also allows users to securely store, buy, and swap cryptocurrencies, making it a one-stop-shop for all your crypto needs. With more than $100m worth of assets already managed through the app, CoinStats is committed to empowering people to effectively manage their crypto portfolios through an easy-to-use platform. From a single dashboard, you can keep a bird's eye view of all your investments and take steps to improve your crypto investing picture. 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In addition to lease accounting, the platform includes tools to manage loans, FX contracts, guarantees, and interest rate derivatives. Built-in cash forecasting, liquidity planning, and automated treasury accounting provide complete control and visibility. With fast onboarding, an intuitive interface, and strong security, ZenTreasury is trusted by enterprises globally. 9 Ratings Visit Website Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible. 1,614 Ratings Visit Website NaviPlan Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. 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About PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data Aggregation	About Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. 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.	About VBScript is a programming language included with Microsoft Internet Explorer. For other browsers, contact your vendor about support. VBScript 2.0 (or later) is recommended for use with Agent. Although earlier versions of VBScript may work with Agent, they lack certain functions that you may want to use. You can download VBScript 2.0 and obtain further information on VBScript at the Microsoft Downloads site and the Microsoft VBScript site. With VBScript (2.0 or later), you can verify whether Microsoft Agent is installed by trying to create the object and checking to see if it exists. The following sample demonstrates how to check for the Agent control without triggering an auto-download of the control.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Hedge Funds, Fund Administrators, Prime Brokers, Investment Advisers	Audience Investors who want to gain insight into the risk-return profile of their investments	Audience Programming Language solution for developers
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $1500/month Free Version Free Trial	Pricing No information available. Free Version Free Trial	Pricing Free Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 4.0 / 5 support 4.0 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information PortfolioShop Founded: 1998 United States www.portfolioshop.com	Company Information Statmetrics Founded: 2010 Germany www.statmetrics.org	Company Information Microsoft docs.microsoft.com/en-us/windows/win32/lwef/using-vbscript
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Categories Crypto Portfolio Management General Ledger Hedge Fund Investment Management Stock Portfolio Management	Categories Algorithmic Trading Charting Crypto Crypto Portfolio Management Crypto Screeners Financial Research Financial Risk Management Hedge Fund Investment Management Portfolio Analysis Stock Portfolio Management Technical Analysis	Categories Programming Languages
Show More Features Hedge Fund Features Compliance Management Contact Management Investor Accounting Investor Reporting P&L Calculation Partnership Accounting Performance Analysis Portfolio Analysis Portfolio Management Investment Management Features Accounting Management Benchmarking Bonds / Stocks Client Management Commodities Compliance Reporting Data Import / Export For Investment Advisors For Investors & Traders Fund Management Modeling & Simulation Payroll & Commissions Performance Metrics Portfolio Management Risk Management Stock Portfolio Management Features Billing & Invoicing Client Management Data Warehousing For Investment Advisors For Traders Order Management Portfolio Accounting Portfolio Rebalancing Risk Management Tax Management Technical Analysis Wash Sale Detection	Show More Features Algorithmic Trading Features 2-Click Trading Analyst on Demand Auto Fibs Auto Trend Lines Backtesting Basket Trading Drawing Tools Pattern Tools Stock Screener Trading From Charts Financial Risk Management Features Compliance Management Credit Risk Management For Hedge Funds Liquidity Analysis Loan Portfolio Management Market Risk Management Operational Risk Management Portfolio Management Portfolio Modeling Risk Analytics Benchmarks Stress Tests Value At Risk Calculation Hedge Fund Features Compliance Management Contact Management Investor Accounting Investor Reporting P&L Calculation Partnership Accounting Performance Analysis Portfolio Analysis Portfolio Management Investment Management Features Accounting Management Benchmarking Bonds / Stocks Client Management Commodities Compliance Reporting Data Import / Export For Investment Advisors For Investors & Traders Fund Management Modeling & Simulation Payroll & Commissions Performance Metrics Portfolio Management Risk Management Stock Portfolio Management Features Billing & Invoicing Client Management Data Warehousing For Investment Advisors For Traders Order Management Portfolio Accounting Portfolio Rebalancing Risk Management Tax Management Technical Analysis Wash Sale Detection
Integrations Activeeon ProActive Advanced Email Parser Alpha Vantage Altap Salamander Auth0 CodePal CodeSession CoinTracking EditPlus EmEditor Overleaf Slack SlickEdit SmartBear AQTime Pro TestComplete Typora UEStudio Xignite phase 5 Show More Integrations View All 6 Integrations	Integrations Activeeon ProActive Advanced Email Parser Alpha Vantage Altap Salamander Auth0 CodePal CodeSession CoinTracking EditPlus EmEditor Overleaf Slack SlickEdit SmartBear AQTime Pro TestComplete Typora UEStudio Xignite phase 5 Show More Integrations	Integrations Activeeon ProActive Advanced Email Parser Alpha Vantage Altap Salamander Auth0 CodePal CodeSession CoinTracking EditPlus EmEditor Overleaf Slack SlickEdit SmartBear AQTime Pro TestComplete Typora UEStudio Xignite phase 5 Show More Integrations View All 16 Integrations
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