Walker Crips vs Finextra Pro

- Account overview: Get a clear overview of your investment portfolio, including asset and cash balances and overall valuations. - My holdings: A breakdown of each of the individual holdings in your portfolio, displaying the number of units held, the cost of the holding, its current price* and your gain/loss. - Transaction history: Track and review your investment transactions with our comprehensive Transaction History page. - Communications: Stay organised and informed with this feature which conveniently lists all important account-related correspondence, such as trade confirmations, statements and letters. - Account management: Take control of your account with our Account Management section, enabling you to easily update contact details, manage linked accounts and regularly change your password for added security. At Walker Crips, we are committed to providing exceptional investment management services. Our app is designed to offer you a seamless and intuitive experience, combining convenience with powerful features. *Current price is based on 15-minute delayed price, or last available price as provided by our market price vendor. Walker Crips Investment Management Limited cannot be held responsible nor liable for the accuracy of the price data. If you notice market price discrepancies, please notify your investment manager.

Your go-to place for financial insights and market updates. Favorite Features: - Monitor your portfolio for timely news, analyst estimates, events, and buyer/seller activity. - Evaluate quarterly and annual financial metrics to assess performance trends. - Quickly explore stock trends using a variety of charts and indicators. - Compare competitor performance across a range of financial metrics. - Create watchlists to monitor investment themes you care about. - Assess the sustainability score of your stocks. Helpful Tips: - Use "Stock Stories" to get AI-generated stock overviews. - Leverage "MacroScore Insights" for insights on global supply chain factors. Finextra Pro gives you the tools to follow the stocks and themes you care about. AI-produced Stock Stories provide instant overviews, while our MacroScore overlay highlights how global trends such as supply chains and macroeconomic forces may affect performance.