News Archive

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...

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...

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...

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...

The api access is now available. You will have access to 43 endpoints to manage your balance sheets. You need to create an api key to get started. Make sure to keep your api keys hidden and never expose them to anyone. You can find the documentation here. We are open to adding new endpoints so feel free to let us know what you need.  Read more...

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...