Chooly Overview

Chooly is a robust investment management software designed to help businesses and individual investors optimize their portfolios and track financial performance. The platform offers a comprehensive suite of tools to analyze market trends, assess asset performance, and make informed investment decisions. Chooly’s intuitive dashboard provides a detailed overview of investments, including real-time price updates, risk assessments, and performance metrics. The software includes features for portfolio diversification, risk management, and financial forecasting, ensuring that users can make data-driven decisions that align with their investment goals. Chooly also offers tools for tax optimization, ensuring that users maximize returns while minimizing tax liabilities. Additionally, the platform integrates with popular brokerage accounts, enabling seamless data synchronization and management. Whether you're a retail investor or a wealth manager, Chooly provides the tools needed to manage investments effectively, analyze market opportunities, and achieve financial objectives.

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Contact Details

  • Vendor Name Chooly
  • Founded
  • Location United States

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Investment Management, Real Estate, Venture Capital

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Chooly Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Chooly Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Chooly FAQs

Chooly is a robust investment management software designed to help businesses and individual investors optimize their portfolios and track financial performance. The platform offers a comprehensive suite of tools to analyze market trends, assess asset performance, and make informed investment decisions. Chooly’s intuitive dashboard provides a detailed overview of investments, including real-time price updates, risk assessments, and performance metrics. The software includes features for portfolio diversification, risk management, and financial forecasting, ensuring that users can make data-driven decisions that align with their investment goals. Chooly also offers tools for tax optimization, ensuring that users maximize returns while minimizing tax liabilities. Additionally, the platform integrates with popular brokerage accounts, enabling seamless data synchronization and management. Whether you're a retail investor or a wealth manager, Chooly provides the tools needed to manage investments effectively, analyze market opportunities, and achieve financial objectives.

  • No, Chooly does not offer a free version.

  • Yes, Chooly offers a free trial.

  • No, Credit Card details are not required for the Chooly trial.

  • No, Chooly does not offer an API.

  • Chooly supports the following languages:
    • English

  • Following are the typical users of the Chooly:
    • Self-Employed , Small-Business , Midsize-Business

  • Chooly supports the following deployment:
    • Cloud Hosted

  • Chooly supports the following devices and operating systems:
    • Web-Based