InvestorClerk

The Ultimate Investment Tracker

Serving 4 investors with 8 balance sheets.
InvestorClerk features a powerful balance sheet ledger to track all your assets and liabilities giving you the relevant information to know where you stand at all times. Get your balance sheet up and running for as low as ~1.43 USD a month! Book a consultation to expand your market outlook, evaluate a real estate deal, learn the optimal processes, discuss a personal finance situation and more for as low as ~59.01 USD per hour. Do you operate a trading bot and looking to build a tracking system? Use the InvestorClerk Api to integrate your trading with InvestorClerk. Do you own a brokerage or a fund and you need a reporting platform for your clients? Contact us to offer your clients the ultimate reporting platform.
Create your balance sheet today and get 1 month free to experience IC!
InvestorClerk Interface
Accessibility
You will be up and running in no time with our highly optimized input pages and import functions. Our pages are clean and simple containing only the relevant information to make sure you will not get lost in graphics and numbers. InvestorClerk is accessible from any device with a web browser making it a universal service.
Data Security
Security starts at the design stage and many fail to understand that. The design of our platform allows us to never share your data with third parties. We will never share your data voluntarily. We understand that protecting your data has never been more important.
Service Value
We believe our balance sheets to be the most competitive investment tracking service for investors. Whether you need a single balance sheet or hundreds, we will provide you best-in-class service with unmatched pricing. Our Clerk Point system rewards long term users.
Supported Assets
Equities
New York Stock Exchange
Nasdaq Stock Market
Toronto Stock Exchange
Euronext
Tokyo Stock Exchange
Shanghai Stock Exchange
Australia Securities Exchange
Currencies
US Dollar
Canadian Dollar
Euro
British Pound
Japanese Yen
Chinese Yuan
Australian Dollar
Cryptos
Bitcoin
Ethereum
Ripple
Bitcoin Cash
Cardano
Litecoin
Dogecoin
Other Assets
Treasuries
Corporate Credit
Options
Futures
Commodities
Real Estate
NFTs
Balance Sheets
  Track & Optimize
Our balance sheet ledger will allow you to track your assets and liabilities with simplicity and precision. It has been built to support multiple currencies at every level. You will be able to track your income with revenues and expenses. You will never feel in the dark about a particular aspect of your portfolio due to the fact that we will show you all the relevant metrics allowing you to optimize. It is important for us to empower our users to do things as they wish hence we made sure to give you as many options as possible.
Balance Sheets
Universal Importer & Api
Universal Importer & Api
  Integration & Automation
You will be able to import files containing data for your balance sheets. The universal importer features a model system where you will be able to create your own model allowing you to import any file for transactions, revenues and expenses. The import process is designed to make sure you will not import bad data. Our api offers 64 endpoints to manage your account, balance sheets, assets, liabilities, adjustments and shares. You will receive api credits for every balance sheet you maintain active.
Presentations
  Close Deals
We offer you a new way to introduce yourself to lenders, landlords or any other party asking to see your books. You will be able to quickly generate a presentation in the currency of your choice with different formats available depending on your needs. The presentation is generated instantly on a clean PDF for your convenience. There is an option to authenticate the presentation with a signature under a statement declaring the validity of the numbers presented giving you extra credibility.
Presentations
Shares
Shares
  Earn a reputation
You have the option to share your balance sheets with your friends, family and community. There are two authentication methods with e-mail and password. They will be able to review your balance sheets in the same way you do. You will be able to keep your financial privacy by picking the relative display which will hide your absolute numbers. Your users will be able to sign up for notifications when you add a transaction to a balance sheet. The notifications will allow them to quickly get up to speed with your actions.
Marketboards
  Monitor Markets
You will be able to add a wide range of symbols on your marketboard giving you a full screen of space to allocate your symbols. The full screen board allows you to see more at once hence giving you more information without having to scroll a lot. You will also be able to add your own balance sheets, assets and liabilities giving you the ability to monitor the markets and track your performance at the same time. You can expand your marketboards with addons to increase the number of symbols you can allocate.
Marketboards
Consultations
Consultations
  Information & Guidance
You can count on us to be with you through out your financial journey. We will take the time to understand your situation to give you relevant information and guidance. You can rest assured that our consultations are done in a private setting and we will never expose them to the public. We can help you navigate markets, evaluate real estate opportunities, learn the optimal processes, determine the best path forward to deal with a personal finance situation and more.
Latest News
Consultations
Saturday, October 28, 2023
We have officially launched our consultation service. You will be able to book a private consultation with an InvestorClerk consultant. You do not need an active balance sheet to book a consultation. We can help you on a wide range of topics such as expanding your market outlook, evaluate a real estate deal, learn the optimal processes, deal with personal finance situations and more.  Read more...
Commentary Video
Thursday, September 28, 2023
We have our first commentary video on the YouTube channel named "The Wall Of Death". The name does sound dramatic but we think it highlights the importance of the situation. We need to spread the word to make sure that people have a plan to navigate this successfully. We are looking forward to getting your feedback on this video. You can expect many new commentary videos in the future.  Read more...
Dividend Reinvestment Plans
Thursday, August 10, 2023
We have made available dividend reinvestment plans for your assets. You will be able to customize your plans to fit your needs. You may add dividend reinvestment plans on any asset that you have, it is not limited to public equities as it will work with periods. The api has been updated with new endpoints for you to manage your dividend reinvestment plans automatically.  Read more...
Shares
Thursday, July 13, 2023
We're excited to bring you our newest feature, shares. You will now be able to share your balance sheets with your friends, family and community. You have two authentication methods available with email and password. Your users will be able to register for e-mail notifications when you make changes to your balance sheets. The relative display allows you to maintain your financial privacy while remaining very transparent.  Read more...