In a workspace where traditional technologies have dominated, Lightkeeper, LLC® (“Lightkeeper™”) offers an intuitive, light-weight, cost effective solution. Manage and manipulate large portfolio data sets, and view innovative visualizations to inform and alert you whenever and wherever you need.

Instead of relying on static reports, Lightkeeper integrates your portfolio data and makes it visual, interactive, and mobile. With Lightkeeper, investment professionals can now analyze important information with the click of a mouse or the touch of a screen.

Bring Your Portfolio to Life

  • Lightkeeper, LLC consults with our clients to understand important firm specific ​​identifiers and relevant calculations that may not be available through their primary data source.
  • Lightkeeper has developed proprietary technology which dramatically improves the ability to ingest portfolio data from any appropriate source directly​ into Lightkeeper.
  • Lightkeeper is mobile, configurable, and easy to install — your system is fully loaded with all historical trades and data from day one and updates automatically every day

Fast, Intuitive, Configurable

  • View all your portfolio statistics in one intuitive interface, and pivot instantly on any data set
  • Simple, one-click drill-down on any aspect of your portfolio
  • Lightkeeper consults with our clients to configure pertinent data tables and dynamic views that best suit their investment process and workflow.
  • Define your fields to aggregate and filter data

Desktop and Mobile Ease

  • Works where you are:
    • laptop, tablet, smart phone
    • the same interface from any Internet-ready device
  • Configurable daily email notifications