Formula Stocks Overview

Formula Stocks is a sophisticated investment management software that helps investors and financial advisors optimize their investment strategies. The platform leverages advanced algorithms and data analytics to provide users with detailed insights into market trends, stock performance, and portfolio risk. Formula Stocks enables investors to create and manage diverse portfolios, set financial goals, and track their investments in real-time. It offers customizable dashboards that display key metrics such as asset allocation, performance benchmarks, and risk levels, helping users make informed decisions. The software also includes tools for rebalancing portfolios and conducting scenario analyses to test different investment strategies. Designed for both novice and experienced investors, Formula Stocks simplifies the investment process, enhances decision-making, and helps users achieve their financial goals.

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Contact Details

  • Vendor Name Formula Stocks
  • Founded
  • Location Denmark

Support

  • 24x7 Support 24x7 Support
  • Chat Chat

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

Consumer Goods

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Formula Stocks 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

Formula Stocks Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • DKK (kr) DKK (kr)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$50 Per Month

Formula Stocks FAQs

Formula Stocks is a sophisticated investment management software that helps investors and financial advisors optimize their investment strategies. The platform leverages advanced algorithms and data analytics to provide users with detailed insights into market trends, stock performance, and portfolio risk. Formula Stocks enables investors to create and manage diverse portfolios, set financial goals, and track their investments in real-time. It offers customizable dashboards that display key metrics such as asset allocation, performance benchmarks, and risk levels, helping users make informed decisions. The software also includes tools for rebalancing portfolios and conducting scenario analyses to test different investment strategies. Designed for both novice and experienced investors, Formula Stocks simplifies the investment process, enhances decision-making, and helps users achieve their financial goals.

  • No, Formula Stocks does not offer a free version.

  • Yes, Formula Stocks offers a free trial.

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

  • Formula Stocks offers the following pricing plans & packages:

    Basic

    $50 Per Month

  • Formula Stocks supports the following payment frequencies:

    • Monthly Subscription

  • No, Formula Stocks does not offer an API.

  • Formula Stocks offers support with the following options:
    • 24x7 Support , Chat

  • Formula Stocks supports the following languages:
    • English

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

  • Formula Stocks supports the following deployment:
    • Cloud Hosted

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