CircleBlack Portfolio Reporting vs Fundwave

CircleBlack Portfolio Reporting

5.4 #64 in Portfolio Management Software

About CircleBlack Portfolio Reporting

Fundwave

7.0 #20 in Portfolio Management Software

About Fundwave
CircleBlack Portfolio ReportingFundwave
Free planNoNo
Free trialNoNo
Paid from$550/mo$800/mo
Open sourceNoNo
PlatformsAndroid, iOS, WebAndroid, api, iOS, Web
Free planNo—
Asset class coveragemulti_asset—
Performance reportingYes—
Allocation analysisYes—
Tax-lot trackingYes—

Both are listed in Best Portfolio Management Software. On Inferse, Fundwave scores higher on our published basis.