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PortfolioShop

Made by PortfolioShop

Third-party multi-asset reporting system offered through StoneX prime services for daily reconciliation and real-time asset valuation across prime broker accounts.

Made by
PortfolioShop
Primary category
Prime brokers and custody
Also listed under
Portfolio accounting, Reconciliation, Client reporting
Built for
Not recorded
Firm size
Not recorded
Deployment
Not recorded
Pricing model
Not recorded
What it costs
Not recorded
How we verified it
From an industry source, not yet confirmed with the vendor
Source
the page we read
Last checked
2026-08-29
On the vendor's site
Not recorded

PortfolioShop is a prime brokers and custody product from PortfolioShop. Third-party multi-asset reporting system offered through StoneX prime services for daily reconciliation and real-time asset valuation across prime broker accounts. It is also listed under portfolio accounting, reconciliation and client reporting. Buyside Fintech verified that PortfolioShop lists this product on an industry source on 2026-08-29, and the page we read is linked below. We do not record how it is deployed, how it is priced, what it costs and the firm sizes it serves for this product, because PortfolioShop does not publish it; the table below shows those rows empty rather than hiding them. Practitioner reviews and questions about PortfolioShop appear below, and anyone at a firm that uses it can add one.

What practitioners say

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Questions and notes

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