About Liquidamber
Liquidamber is a stock portfolio tracker and investing journal. It helps investors track portfolios, manage research notes, monitor SEC filings, and analyze dividend investments.
Liquidamber is a web-based stock portfolio tracker and investing journal designed for long-term investors. It aims to improve the investment process by providing tools for detailed research, journaling, and analysis, moving beyond the fast-turnover nature of typical brokerage apps. Key features include a portfolio manager supporting over 70 exchanges, an integrated investing journal for notes and sentiment tracking, an automatic SEC filings inbox, and advanced dividend analytics. The platform is a web application and offers a free tier with limited functionality, alongside paid monthly subscription plans for more advanced users and teams. Support is available directly from the founder on paid plans. While it doesn't offer native mobile apps, its focus on in-depth, process-driven analysis makes it a useful tool for serious investors.
Pros & Cons
- Offers a free-for-life plan for basic portfolio tracking.
- Includes an integrated investing journal to document research and decisions.
- Automatically aggregates SEC filings for holdings, saving research time.
- Provides detailed dividend analytics, including growth and yield-at-cost.
- Paid plans offer direct support from the founder.
- No native mobile apps for iOS or Android are mentioned.
- The product is not a substitute for official accounting or tax software.
- Options trading support is listed as a 'coming soon' feature.
Features
Key features
Track holdings, transactions, and portfolio value with support for over 70 stock exchanges and all major currencies.
Keep research notes, log investment sentiment, and attach files or URLs to portfolio holdings to maintain conviction.
Automatically receive SEC filings for all holdings to focus on primary source information.
Analyze dividend income, growth, yield-at-cost, and upcoming payments to find stable growers.
Stay proactive with a calendar of upcoming earnings reports for portfolio companies.
Additional features
Log emotions like fear, greed, or bullishness with every transaction and note to help manage emotional decision-making.
Attach financial models (e.g., Excel files) or cloud-hosted documents via URL directly to portfolio holdings.
A free tool to analyze individual stocks.
Manage unlimited separate portfolios on paid plans.
Comment on public notes with other users.
Pricing
Monthly plans
- 1 portfolio
- Limited holdings
- Limited notes
- Limited storage
- Dividend tracking
- Automatic SEC filings inbox
- Unlimited portfolios
- Unlimited holdings
- Unlimited notes
- SEC filings inbox
- Earnings calendar
- File & image uploads
- 64 GB storage
- Advanced dividend analytics
The pricing page also shows a strikethrough price of $20, suggesting the current price is a discount.
Source: vendor pricing page →- Everything in Standard
- 1 TB storage
- Options (coming soon)
The pricing page also shows a strikethrough price of $40, suggesting the current price is a discount.
Source: vendor pricing page →- Built for teams
- Permissions & group management
- Virtually unlimited storage
- Priority support from the founder
Contact for pricing.
Source: vendor pricing page →Countries & Languages
Interface languages
Billing currencies
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About Liquidamber
Liquidamber is a stock portfolio tracker and investing journal. It helps investors track portfolios, manage research notes, monitor SEC filings, and analyze dividend investments.
Liquidamber Details
Liquidamber's In-App Market Place
Does Liquidamber have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
- 1 portfolio
- Limited holdings
- Limited notes
- Limited storage
- Dividend tracking
- Automatic SEC filings inbox
- Unlimited portfolios
- Unlimited holdings
- Unlimited notes
- SEC filings inbox
- Earnings calendar
- File & image uploads
- 64 GB storage
- Advanced dividend analytics
The pricing page also shows a strikethrough price of $20, suggesting the current price is a discount.
Source: vendor pricing page →- Everything in Standard
- 1 TB storage
- Options (coming soon)
The pricing page also shows a strikethrough price of $40, suggesting the current price is a discount.
Source: vendor pricing page →- Built for teams
- Permissions & group management
- Virtually unlimited storage
- Priority support from the founder
Contact for pricing.
Source: vendor pricing page →Accepted Payment Currencies
USD
Pros & Cons
- Offers a free-for-life plan for basic portfolio tracking.
- Includes an integrated investing journal to document research and decisions.
- Automatically aggregates SEC filings for holdings, saving research time.
- Provides detailed dividend analytics, including growth and yield-at-cost.
- Paid plans offer direct support from the founder.
- No native mobile apps for iOS or Android are mentioned.
- The product is not a substitute for official accounting or tax software.
- Options trading support is listed as a 'coming soon' feature.
Liquidamber's Alternatives
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yet.market
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