News Archive

You will now have access to marketboards on your InvestorClerk account. Marketboards will give you a quick overview of markets that are relevant to you whenever you need it. You can forget about switching between watchlists and scrolling endlessly to review the daily moves. Each active balance sheet on your account allows you to create a marketboard. You will be able to place symbols on your marketboard which includes equities, currencies, commodities and cryptos. You can also include your own balance sheets, assets and liabilities.  Read more...

We have officially released the first iteration of the universal importer. It will allow you to quickly import data from files. The model system allows you to import any file out there as long as it has the necessary data. You will be able to create new models for your own files. We do provide some premade models for your convenience and we will continue to add them as we get access to more files across different brokerages.  Read more...

A minor update has been released to include asset and liability conversions to deal with corporate actions such as mergers, acquisitions and restructurings. While it was possible to deal with those prior to the introduction of conversions, conversions makes it faster and cleaner for you. There has been the introduction of numerous quality of life improvements once again and we will keep making those as we always strive to save you time while providing you with best in class security by never sharing your data with any third party.  Read more...

You will be now be able to benchmark your balance sheets, assets and liabilities with a wide range of instruments. Benchmarks allows you to evaluate your performance over timelines that are relevant to you. You will be able to add up to three instruments per benchmark. We have also added support for indices so you will have access to a multitude of indices around the world.  Read more...

The InvestorClerk store is now offering subscriptions for you to acquire your Clerk Points on a monthly basis. The subscribe feature combined with automatic renewal on your balance sheets offers the most convenient way to own balance sheets. After setting up your subscription, you simply need to set the automatic renewal on your balance sheets and you won't need to spend a second ever again on transactions.  Read more...

We have officially released presentations on InvestorClerk. The presentations page allows you to present your balance sheets to lenders, business partners, landlords or anyone else that might want to see your books. You will be able to customize your presentations based on the format and the attributes you want to include.  Read more...

We are now open to the public. Please note that this is a public beta meaning that you could encounter issues. We are ready to hear from you so if you are having issues, you may contact us at your convenience. We will be rolling out many new features in the coming weeks and months.  Read more...

We are planning to open InvestorClerk for a public beta before the end of the year. An announcement will be made when the platform becomes open to the public. You can expect the beta to be missing some features which will be added gradually after the launch.  Read more...