Customizable portfolio dashboards allow users to monitor schedules, margins, and other custom metrics. Project accounting provides profit and margin tracking, revenue forecasting, and custom ...

This creates a dashboard of their entire portfolio, even if the accounts are at multiple financial services companies. The software analyzes your cash flow and tracks your investment performance.

use the "My Portfolio" dashboard on the site to export the details of your portfolio into a downloadable spreadsheet file, which you can then import to a new application. Log in to your Yahoo ...

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Axioma is due to launch three of its products on OpenFin's operating system, the first being a portfolio risk management dashboard application. Risk analytics provider Axioma has partnered with ...

Web3 wallet MetaMask will integrate with Fireblocks’ multi-party computation (MPC) platform, allowing Fireblocks users to access the wallet’s portfolio dashboard, according to a June 6 ...