Audience

Financial research platform for traders wanting to make smarter investments

About wallmine

Whether it’s an unusually high news coverage, new SEC filing, approaching ex-dividend date, or price movement, we got you covered. Keep up to date with your stocks, cryptocurrencies, ETFs, and mutual funds in single portfolio. Our daily newsletter and instantly sourced Thomson Reuters news coverage keep you informed about companies you care about. Quickly lookup similar tables in past SEC filings for an easy bulk download. Automatically merge figures from multiple tables and pick the data that interests you. Highlight any part financial document and discuss your opinions with your colleagues. Use the full-text search to find a term in any filing or transcript. Annotate in-line data points of interest for an easy export and syncing with your model.

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Pricing

Starting Price:
$50 per month

Integrations

API:
Yes, wallmine offers API access
No integrations listed.

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

wallmine
Founded: 2018
Czech Republic
wallmine.com

Videos and Screen Captures

wallmine Screenshot 1
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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Support
Online

wallmine Frequently Asked Questions

Q: What kinds of users and organization types does wallmine work with?
Q: What languages does wallmine support in their product?
Q: What kind of support options does wallmine offer?
Q: Does wallmine have an API?
Q: Does wallmine have a mobile app?
Q: How much does wallmine cost?

wallmine Product Features

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management

wallmine Reviews

Write a Review
  • A wallmine User
    Marketing
    Used the software for: 6-12 Months
    Frequency of Use: Monthly
    User Role: User, Administrator, Deployment
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Fantastic tool for tracking investments!"

    Edited 2025-01-07

    Pros: Wallmine is an exceptional platform for investors! With its sleek design, real-time data, and intuitive tools, it makes portfolio management a breeze. The platform is highly customizable, offering tailored alerts and a variety of asset tracking options. Whether you're new to investing or a seasoned pro, Wall mine's powerful features and excellent customer support make it an indispensable tool for managing investments effectively and efficiently.

    Cons: Customizable portfolio management

    Overall: Mobile app lacks some desktop functionalities

    Read More...
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