Stake

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Stake Evaluation Snapshot

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User RatingNot rated yet
Starting PriceContact Vendor
Free TrialNot available
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersSouth Africa
✎
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Product Overview

Stake Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Stake

Stake is a robust stock portfolio management software designed to help investors and financial advisors track, analyze, and optimize their stock investments. The platform provides real-time data on stock prices, market trends, and portfolio performance, offering valuable insights to aid in decision-making. Stake allows users to easily add and manage multiple portfolios, monitor gains and losses, and create customized reports for tax purposes. It includes advanced tools for risk analysis, portfolio diversification, and asset allocation, helping investors build a balanced and well-rounded portfolio. Additionally, Stake offers a comprehensive dashboard that consolidates all investment information in one place, making it easy to track stocks, bonds, and other assets. With its user-friendly interface and powerful analytical features, Stake is an essential tool for anyone looking to manage their investments more effectively, whether they're an individual investor or a financial advisor managing multiple clients' portfolios.
Company Sanlam Private Wealth
Founded 1999
Headquarters South Africa
Employees NA

Support

Email FAQs/Forum

Training

NA

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 7 industries available
Advertising & Marketing Automotive Banking Computer & Network Security Education Management Financial Services Information Technology & Services
Category-Based Capabilities

Stake Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Stock Portfolio Management Software 12 selected features Open category ↗ ⌄
Client Management Wash Sale Detection Risk Management For Traders Financial Analysis Portfolio Accounting Portfolio Management Tax Management Stock Management Portfolio Rebalancing For Investment Advisors Alerts/Notifications
Pricing Information

Stake Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Contact Vendor
Preferred Currency ZAR (R)
Free Trial Not available
Free Version Not available
Payment Frequency Not available
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Frequently Asked Questions

Stake FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Stake is a robust stock portfolio management software designed to help investors and financial advisors track, analyze, and optimize their stock investments. The platform provides real-time data on stock prices, market trends, and portfolio performance, offering valuable insights to aid in decision-making. Stake allows users to easily add and manage multiple portfolios, monitor gains and losses, and create customized reports for tax purposes. It includes advanced tools for risk analysis, portfolio diversification, and asset allocation, helping investors build a balanced and well-rounded portfolio. Additionally, Stake offers a comprehensive dashboard that consolidates all investment information in one place, making it easy to track stocks, bonds, and other assets. With its user-friendly interface and powerful analytical features, Stake is an essential tool for anyone looking to manage their investments more effectively, whether they're an individual investor or a financial advisor managing multiple clients' portfolios.

  • No, Stake does not offer a free version.

  • Yes, Stake offers a free trial.

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

  • No, Stake does not offer an API.

  • Stake offers support with the following options:
    • Email , FAQs/Forum

  • Stake supports the following languages:
    • English

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

  • Stake supports the following deployment:
    • Cloud Hosted

  • Stake supports the following devices and operating systems:
    • Web-Based , iPhone , Android
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