Stock Portfolio Management & Tracking Software

Designed for growing firms managing $100M-$30B who need to scale operations efficiently.

"The move has enabled more efficiencies and automation in dealing and portfolio rebalancing. This has been achieved while at the same time keeping the absolute highest quality in compliance controls."

Chris EllyattManaging Director

Track & monitor with complete visibility

Get a real-time picture of your entire equity portfolio.

Dynamic dashboards with time-series performance tracking and portfolio rankings (top performers, P&L heatmaps)
Drill-down analysis from portfolio level to individual stock positions, including trade details and settlement status
Track corporate actions automatically with forward-looking visibility of dividends, splits, and rights issues

Users report 50% reduction in manual tasks.

Analyse & execute with confidence

From analysis to execution, make decisions with current data.

Simulate trades with "what-if" analysis to see impact on exposures and cash before execution

Manage cash proactively using forward-looking cash ladders

Rebalance multiple portfolios simultaneously

Automatically track compliance at all times (pre-trade and post-trade)

Capabilities that set Limina apart

Real-Time Position Updates

Positions & cash update as trades execute. Data refreshes automatically, eliminating manual updates

Exception-Based Workflows

System monitors continuously and alerts only when action is required, replacing “log in to check” type of workflows

Self-Service Integration

Connect custodians and brokers using no-code ETL tools without vendor dependencies

Powered by a real-time Investment Book of Record

Our entire platform is built on a foundational IBOR, which is the engine behind your confidence.

Total Data Integrity

Operate with the assurance that every number is calculated from source transactions, ensuring accuracy across all views and reports

Instantaneous "What-If" Analysis

Model any scenario and see its true impact on your portfolio immediately, including projected cash through all settlement cycles like T+1 and T+2

A Unified View for Your Firm

Align your entire team, from the front office to operations, with a single, consistent, and live source of investment data

A solution for your entire firm

For Portfolio Managers: Analyse portfolios with real-time positions, performance tracking, and drill-down capabilities
For Trading Desks: Create and manage orders through their lifecycle with pre-trade compliance checks
For Compliance Teams: Fully integrated pre- and post-trade compliance with automated monitoring
For Operations: Automated trade affirmation, reconciliation, and corporate action processing
For Risk Management: Real-time exposure monitoring, VaR calculations, and stress testing

The enterprise platform that delivers real-time portfolio visibility at scale

Designed for growing firms managing $100M-$30B who need to scale operations efficiently.

A unified platform for enterprise equity management

Track & monitor with complete visibility

Analyse & execute with confidence

Manage risk & compliance proactively

Capabilities that set Limina apart

Powered by a real-time Investment Book of Record

A solution for your entire firm

Stop tracking portfolios in spreadsheets