My fantasy of wealth management business
I want to build a business in wealth management sector.
Is there an equivalent entity of Regulated Investment Company (RIC) in Vietnam?
Some interesting UI/UX that inspired me to implement
- distribution of assets
- history of transactions
- list of account, bird view
- list of accounts, detail view
- investment partner of bunq for their Easy Investments feature
- open source tool to calculate the overall performance of an investment portfolio - across all accounts
- tutorial by Index Fund (European) Investor
- personal finance app, free, local only
- SPA on GitHub Pages with no backend, where all data is stored in browser storage (plus a Dropbox sync option, as a backup)
- discussion in Hacker News
Players in the market
Robo advisor
- Titan invests you like an active manager, with the personalization of an advisor in your pocket.
- currently only available to U.S. citizens
- Management fee
- ≥$10,000 Net Deposits: 1% AUM Per Year
- <$10,000 Net Deposits: $5 per month
- robo advisor dedicated to crypto investment
- CryptoSimple is registered as a Digital Asset Service Provider (DASP) by the French Financial Markets Authority (AMF)
- Related:
- Cryptoast | CryptoSimple, l'outil qui personnalise et optimise votre portefeuille de cryptomonnaies
- My thoughts: 0,11 % de frais mensuels. It is equivalent to 1.32% per annum, which is almost double of the already high expense ratio of a thematic ETF like ARKK. I'm not sure how can they convince their customers for such a high premium without being backed by any historical performances
- Cryptoast | CryptoSimple, l'outil qui personnalise et optimise votre portefeuille de cryptomonnaies
Investing app, Funds
- Personalized financial planner
- 100% free
- Hacker News discussion
- invest in art
- Generate passive income from investing into franchise
- discover and invest in alternative assets, such as wines, game trading cards, artwork, etc.
Fundsmith equity fund
- Investment strategy: looks for companies generating high returns on capital and operating in sectors driven by a large number of everyday, repeat events and transactions, such as consumer staples and medical consumables. It avoids emerging technology firms, owing to their inherent unpredictability; it also avoids firms in heavily cyclical industries, such as airlines and real estate. Fundsmith also looks for companies with an established competitive advantage.
- Youtube | Fundsmith
Brokerage trading app
- trading platform for stock, etf, derivatives, crypto
- Analysis and trading
- multi-asset coverage: forex, cfd, crypto, digital assets, stocks, options
- Pricing starts at USD 40/month. Free plan available
- Crypto Trading Terminal
- Pricing starts at USD 42/month. 21-day free trial only
- backed by Y Combinator. Discussion on Hacker News
Brokerage apps for non-US residents to invest in US companies
- founded: 2020
- asset type: stocks
- can buy fractional share
- founded: 2007
- asset type: stocks, etf, crypto, cfd
- can buy fractional share
- backed by Futu Holdings Ltd.
- 2022-06-06, currently only open for residents in Hong Kong, Macao, Taiwan, Singapore, Japan, Malaysia
- tradable markets: US, China, Hong Kong, Singapore
Tokenized commodities, securities
- tokenized precious metal like gold, silver, platinum
- Tokenize real-world assets
- Asia’s first fully licensed and regulated digital financial ecosystem for security tokens and assets
- Licensed in two jurisdictions (Hong Kong and Labuan, Malaysia), Fusang operates a fully licensed and regulated digital ecosystem which includes Fusang Exchange, Asia’s first regulated stock exchange for security tokens.
- crypto exchange
- bundle a portfolio of many crypto currencies into 1 index coin
- bundle the trifecta of precious metals (gold, silver and platinum) into 1 index coin (60% gold, 15% silver, 5% platinum, and 20% Dacxi Coins)
Investment research platform
OpenBB terminal
- open source investment research platform for retail traders
- alternative of Bloomberg Terminal
- GitHub repo
- related news: VentureBeat
- stock investment research based on alternative data
- example: Do members of some Congressional committees have better trading performance than others?
- financial data and analytics platform for researching stocks and understanding market trends
- pricing starts at USD 25/month, with a Free tier available
- investment education and analysis platform
- pricing starts at USD 7/month, with 14-day free trial without credit card requirement
- investment stock analysis platform
- pricing starts at USD 10/month, with a limited Free plan
- investment stock analysis platform
- pricing starts at USD 20/month, with a Free plan for US data feeds
- dedicated to Fundamental Stock Analysis. Offer 30+ years of Financial Data for public Companies for FREE. Focus in Business Valuation, or determining the intrinsic value of a Company
- Supported Exchanges: AMEX, NASDAQ, NYSE, EURONEXT, NSE, XETRA, TSX, LSE
- Thoughts: indie developer, so data accuracy is questionable
- Portfolio Tracker
- research terminal similar to OpenBB or TIKR Terminal
- Pricing starts at USD 15/month
- all-in-one stock screener and backtesting tool for the DIY investors
Data API provider
- API service provider for Stock and Crypto Trading
- Pricing starts at USD 9/month. Has free plan
- US stocks and etf only
- Paper trading is a real-time simulation environment where you can test your code. You can reset and test your algorithm as much as you want using free, real-time market data. Paper trading simulates crypto trading as well. Paper trading works the same way as live trading end to end - except the order is not routed a live exchange
- Pricing starts at USD 19/month. Has free plan
- Has addon for spreadsheet apps
- Premium plan starts at USD 50/month. It also has Free API key for consumers
- Different Pricing for stocks, currencies and options. Has free plan
Algotrading
- Build and deploy programmatic trading algorithm
- open-source quantitative research, unified API for research, backtesting, and live trading
- cloud platform and software-as-a-service designed specifically for programmatic trading
- Documentation
- Typescript based
- a no code platform for creating and investing with rules-based trading strategies. It's basically algo-trading without Python or Excel. They have dozens of pre-made investing templates. But you can also build your own strategy
- Composer removes the subjectivity of buying breakouts and then having to make decisions during the heat of the moment. I’m all about rules-based investing
- With Composer you can create, backtest and invest in your own quant strategy - no code, spreadsheets or Terminal required
- no code platform for algo trade
- pricing starts USD 20/month for algo trading. Free for manual trading
- Create advanced automated trading strategies without coding
- pricing starts at USD 89/month. Free for demo trading account
- pricing starts at USD 50/month. Free demo only
- Build automated algorithmic trading strategies with no coding required
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