Formula Stocks

Denmark HQFounded 2009

Deployment

WindowsMacLinux

Best for

SmallMedium

Overview

About Formula Stocks

Formula Stocks Intelligent investing with a technological advantage. Our strategy finds and invests in wonderful growing companies selling for less than they are worth. Intelligent portfolio management is designed to build wealth through a model portfolio that you can easily replicate. We systematically buy low and sell high, combining higher reward with lower risk. You can also pick better stocks individually via AI investment reports and recommendations. He who has the best information wins.

At a glance

Software information

Industries served, licensing and the support Formula Stocks provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Quote Based

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (1)
English
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Capabilities

Formula Stocks features

The full feature set, grouped by module.

Stock Portfolio Management Software

  • Client Management
  • Data Warehousing
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management

Investment Management Software

  • Client Portal
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management

Plans

Formula Stocks pricing

Price Type
Month
Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)
Standard$49 / month

Media

Screenshots & video

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