optionlogy Overview

optionlogy is an intuitive stock portfolio management software aimed at investors and financial advisors who want to optimize their portfolios. It provides real-time market insights, portfolio tracking, and detailed performance analytics. Users can track multiple portfolios, set alerts for price changes, and analyze risk factors, enabling informed decision-making. The software also includes educational resources to enhance users’ knowledge of stock trading and portfolio strategies. optionlogy is designed with both beginners and experienced investors in mind, combining powerful analytics with a user-friendly interface, helping users maximize returns and manage investment risk effectively.

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Contact Details

  • Vendor Name Capitsign
  • Founded
  • Location India

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

Advertising & Marketing, Automotive, Banking, Computer & Network Security, Education Management, Financial Services, Information Technology & Services

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optionlogy Features

  • Arrow Icon Client Management
  • Arrow Icon Wash Sale Detection
  • Arrow Icon Risk Management
  • Arrow Icon For Traders
  • Arrow Icon Financial Analysis
  • Arrow Icon Portfolio Accounting
  • Arrow Icon Portfolio Management
  • Arrow Icon Tax Management
  • Arrow Icon Stock Management
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon For Investment Advisors
  • Arrow Icon Alerts/Notifications

optionlogy Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • INR (₹) INR (₹)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

optionlogy FAQs

optionlogy is an intuitive stock portfolio management software aimed at investors and financial advisors who want to optimize their portfolios. It provides real-time market insights, portfolio tracking, and detailed performance analytics. Users can track multiple portfolios, set alerts for price changes, and analyze risk factors, enabling informed decision-making. The software also includes educational resources to enhance users’ knowledge of stock trading and portfolio strategies. optionlogy is designed with both beginners and experienced investors in mind, combining powerful analytics with a user-friendly interface, helping users maximize returns and manage investment risk effectively.

  • No, optionlogy does not offer a free version.

  • Yes, optionlogy offers a free trial.

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

  • No, optionlogy does not offer an API.

  • optionlogy supports the following languages:
    • English

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

  • optionlogy supports the following deployment:
    • Cloud Hosted

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