Absolutely. We have a more detailed Cash Flow analysis feature inside the Reporting section of the software where Core and Core+ users can see portfolio cash flow by investment accounts and/or bank accounts at different intervals of time. All users can see a more simple overview of one’s cash flow related to the linked account(s) through a dashboard widget on the WealthVisual.
Vestalyze is beneficial to traders and investors from all walks of life and experience levels. We believe that education is an intrinsic part of long-term success in the Stock Market, and having the knowledge to be a confident, self-directed trader or investor comes first and foremost. If you are a brand new investor, we welcome you to learn more about our educational programs and resources to build your knowledge in the Stock Market.
One of the primary features of the Vestalyze platform is our unique dashboard that showcases a user’s total financial picture through visual elements. WealthVisual™ is a dynamic interface that displays a user’s overall economic health through all the main asset classes. You can get a top-level view of all your cash, stocks, options, mutual funds, bonds, real estate, and alternative investments. All data on the WealthVisual™ is derived from your linked financial accounts, and some manual inputs such as alternative investments, and real estate holdings.
On top of including the standard Long ( or “short”) Shares of stock owned in an investment portfolio, we pride ourselves on being able to track the following options trading strategies for you on the Vestalyze platform:
Long Call (Buy call option(s) or LEAPS® calls)
Long Put (Buy put option(s) or LEAPS® puts)
Short Call (Sell “Naked” or “Covered” call options)
Short Put (Sell Cash-Secured or “Naked” put options)
Long Vertical Call Spread (Buy a “Bull Call Spread”)
Long Vertical Pul Spread (Buy a “Bear Put Spread”)
Short Vertical Call Spread (Sell a “Bear Call Spread”)
Short Vertical Put Spread (Sell a “Bull Put Spread”)
Long Calendar Call Spread: (Buy a “Call Calendar”)
Long Calendar Put Spread: (Buy a “Put Calendar”)
Long Diagonal Call Spread: (Buy a “Diagonal Call”)
Long Diagonal Put Spread: (Buy a “Diagonal Put”)
Unbalanced Long Calendar Call Spread: (Buy an “Unbalanced Call Calendar”)
Unbalanced Long Calendar Put Spread: (Buy an “Unbalanced Put Calendar”)
Unbalanced Long Diagonal Call Spread: (Buy an “Unbalanced Diagonal Call”)
Unbalanced Long Diagonal Put Spread: (Buy an “Unbalanced Diagonal Put”)
We limit the amount of financial accounts you can add on the platform by each service level. This includes the following accounts types: brokerage accounts, bank accounts, credit cards, and any business accounts or trust accounts.
Free: Link to 1 account
Core: Link up to 5 accounts
Core+: Link up to 10 accounts
If you need to link more than 10 accounts, please reach out to our support staff so we can assist with you further.
We welcome traders and investors from all over the world to use Vestalyze for gaining more clarity and confidence with their investment portfolios. Although we cannot guarantee our software will support your brokerage account, we do integrate with over 10,000 financial institutions. If you live outside the U.S., we recommend getting started with a Free account first to confirm your bank or brokerage company can be added to the platform.
Our platform has been built to track Stocks (long and short shares), Options (trades involving calls and puts), Bonds, Mutual Funds (including ETFs and ETNs), and Cash.
Yes, of course. You can cancel your account at any time, and we will not bill you if you’re a CORE or CORE+ subscriber. Since Vestalyze offers a Free account level, we do not grant refunds on subscription fees. If you choose to cancel a Free, Core, or Core+ account, you can do so inside the application.
We take your privacy and the security of your personal financial information very seriously and will never use your information without your prior consent.
Vestalyze retrieves up to 24-months of closed historical transaction data for CORE+ users. If you remain as active Core+ subscriber, we will continually store your transactions indefinitely. Meaning you can have the past two years of data and any new ongoing trades to where after a year or two, you could have 3-4 years of closing transaction data on all your trading activities stored in the system.
We retrieve up to 12-months of historical transaction data for CORE users, and 6-months of closed historical trade data for Free users. We do not limit the time frame of any “open” investment holdings.
Sure! You have to begin at some point, right? Listen, we’re all on our own paths in life. You have to start somewhere in the Stock Market, and if you have $1,000 (or even less) to risk, that is totally fine. We’re confident you will see the value in what we have to offer through our educational programs and technology platform to provide you with the knowledge, clarity, and confidence needed to build yourself up and be a successful long-term investor.
Vestalyze™ is a cloud-based portfolio management tracking platform that provides reports, analytics, and metrics on all your investments. Vestalyze is a software tool that helps increase income potential, save time to generate complex reporting, mitigates portfolio management risk, and provides a complete suite of investment analytics that can be tailored to each specific client and stored in the cloud for on-demand future reference.
Syncing up your financial accounts, whether they be bank accounts, credit cards, or brokerage accounts, is a simple process. We access your financial information using a trusted and secure third-party vendor called Plaid. All you need to do is select the financial institution, input your username and password for the desired account you want to have tracked on the system, answer a security question, and Vestalyze handles the rest.
The number of trades that you’re able to have tracked on Vestalyze depends on your service plan.
FREE: (20) OPEN Options Trades | (25) ARCHIVED Options Trades | (50) OPEN Stock Positions | (50) ARCHIVED Stock Positions | 6-months – Current
CORE: (50) OPEN Options Trades | (200) ARCHIVED Options Trades | (50) OPEN Stock Positions | (200) ARCHIVED Stock Positions | 1-year – Current
CORE+: (100) OPEN Options Trades | (500) ARCHIVED Options Trades | (100) OPEN Stock Positions | (500) ARCHIVED Stock Positions | 2-years – Current
*Note: If your investment needs require more than 100 Open options trades, and/or 500+ archived options trades please contact us for a custom quote.
Yes, you absolutely can! However our Free plan only allows you to link 1 investment account (or bank account). If you need to link up to 5 accounts you can subscribe to our CORE plan, and if you have over 5 accounts to add onto the platform (and up to 10) the CORE+ plan is going to be your best bet.
We do offer referral incentives for active subscribers that want to spread the word about Vestalyze! You can learn more about our Affiliate Program if you’re another business or publisher looking to do joint venture work together – We look forward to connecting with you!
Part of our mission is to take the complex subject of investing in the Stock Market (and specifically trading options) to a level where our Reporting tools make it very simple and straightforward for all types of investors to quickly understand their investments. Our Reporting section is comprised of customizable metrics, performance graphs, a cash flow analysis section, personalized budget builder, and dozens of pre-built Reports you can schedule, download, and share.
As you may have read about in “Our Story,” Vestalyze was conceptualized from a previous financial education business. We are firm believers in providing valuable information to people on how they can invest in the Stock Market more effectively. Our training videos and programs help investors understand the numerous trading strategies, different factors making up technical and fundamental analysis, trade execution and adjustments, risk/money management principles, and investor psychology. Our belief is the more confidence you can build as a self-directed trader or investor (which comes through learning and experience), the better off you will be in the long-term. Learn more about our educational offerings inside Vestalyze.
No, we do not have any free software program that tells you what stocks to buy or sell, per se. We do have a proprietary financial technology software in development; TradeScans® which helps users find relevant investment opportunities through pre-built screen filters, screeners, and custom scans that are designed to be in alignment with a user’s risk tolerance. We understand the importance of simplifying the investment decision making process and having essential tools in place to help investors find ongoing trade ideas in an ever-changing market environment.
Our Vestalyze Enterprise solutions are still in the preliminary stages and we anticipate our platform will be able to accommodate investment firms in 2021. Due, to the deeper custodial integration necessary for RIAs, hedge funds, family offices, etc., we are taking applications on an individual basis. We have begun direct integrations with TD Ameritrade Institutional and plan to integrate with other prominent custodians in the wealth management industry by client demand.
If you’re interested in talking more about our Enterprise solutions email us here.
Although we have discussed making it possible to execute trades on Vestalyze, we currently do not offer this capability at this time. If this is something you would like us to add in the future, please let us know here.
One of the unique ingredients of our portfolio tracking technology is our ability to organize, archive, and simplify your historic investment transaction data into beautiful reports, illustrations, and tables. Depending on which plan you’re on, we track the past 6-months of closed trades for the Free service, 1-year of closed trades for CORE, and up to 2-years (and thereafter as you stay active) of closed trading data for CORE+ users. All levels include historic tracking capabilities on open equity positions dating back to the entry date of the position.
Vestalyze does not grant refunds on any subscription fees. If you purchase an annual plan and decide to cancel a month or two in, your account will be active through the end date of the billing period and will not renew. We do not prorate refunds on monthly or annual subscriptions.
Currently all investment holdings and transactions are updated at the end of day. Meaning if you make a new trade in your brokerage account, you will likely see the transaction(s) post to your Vestalyze account later that day or the following morning. We are planning to release a real-time data feed in the next year to update quotes and position prices for in real-time.
Vestalyze™ is a SaaS investment tracking platform optimized for equity and index options trading strategies. We use a cloud-based infrastructure to deliver an organized suite of analytics, metrics, and reports on a user’s current and historical portfolio of securities. Providing automatic portfolio tracking solutions, including many of the prominent options strategies is at the heart of our value proposition and what separates us from all other investment tracking software tools.
We pride ourselves on being the first true automatic trade tracking solution in the market that caters to options traders. The only manual inputs you have to do on the platform are linking up your accounts. The software accommodates multiple investor types and trading styles; therefore, the only other manual labor involved is clicking your mouse to run reports, segment your tracking results, and understand your portfolio.
The short answer is not yet but in the near future.
We are in the process of building out a mighty “Analysis” section of the platform, allowing you to dive deeper into current and future investments. Through our Investment Models, Strategy Builder, and Testing Engine, users will be able to modify investment models and customize portfolios with individual securities and/or asset class denominations. Users can also run risk parameters on total portfolios and/or individual positions to determine capital loss scenarios, build trading strategies around one or more securities that can be saved, and compare trades with our “Trade Comparison” engine.