Octopus 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Octopus

4.0

(1)

Pricing

Starting at $2,900.00 per month

About Octopus

Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque:
https://www.fundmanager.tools/portfoliomanagementsoftware
Supports Crypto Portfolio/Funds!
Crypto version video: http://www.octo21.com/crypto

The Portfolio management includes:

Complex portfolio structures with individual access rights
Full instrument type coverage with compliance enhancements
Detailed, extensible, self-updating instrument database
Pricing database with multiple data sources and fields for additional calculations
Complete historical position and transaction database
Portfolio can be viewed and calculated retrospectively for any given historical day
Extensible performance and valuation fields for each position
Cross-portfolio positions and transactions search, filtering and export functions
Database API for direct Excel connection
Extensive setup database
o Broker/counterparties/issuers
o Commissions schedule
o Countries/currencies
o Instrument types (hierarchical structure)
o Markets
o Rating map
o Transaction types (hierarchical structure)

The Order management includes:

Sophisticated trade blotter tool for fast and easy execution for large amounts of trades
2...

Octopus Screenshots

Octopus Pricing and Plans

Starting price: $2,900.00 per month

Free Trial

Free Version

Basic

$2,900.00

per user, per month

No plan information available

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Octopus Features

Popular features found in Fund Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Budgeting/Forecasting
Expense Tracking
Financial Reporting
Income & Balance Sheet
Partnership Accounting
Payroll Management
Real-Time Reporting
More features of Octopus
Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Audit Trail
Automated Execution
Benchmarking
Bonds/Stocks
Cash Management
Chart of Accounts
Commodity Futures
Compliance Management
Compliance Tracking
Contact Management
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Fee Management
Financial Analysis
Financial Management
Fixed Asset Management
For Hedge Funds
For Investment Advisors
For Investors & Traders
Fund Management
General Ledger
Investments Tracking
Investor Management
Investor Reporting
Mobile Access
Modeling & Simulation
Monitoring
Multi-Currency
Order Management
Performance Analysis
Performance Metrics
Portfolio Accounting
Portfolio Analysis
Portfolio Management
Portfolio Rebalancing
Profit/Loss Statement
Purchasing & Receiving
Real-Time Data
Reporting/Analytics
Reporting & Statistics
Risk Management
Tax Management
Third-Party Integrations
Visual Analytics
Workflow Management

Octopus User Reviews

Overall Rating

4.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Have you used Octopus and would like to share your experience with others?

Pedro L.

Verified reviewer

Computer Software

501-1000 employees

Used weekly for less than 6 months

Review source

Reviewed January 2024

Gestión de fondos de inversión

He utilizado la plataforma mientras trabaja en un proyecto relacionado con la gestión de carteras y fondos de inversión, en general la experiencia de uso ha sido bastante positiva.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Me ha parecido una herramienta muy fácil de usar y con unas opciones muy interesantes, como la posibilidad de creación informes bastante detallados, así como su módulo de contabilidad, que es bastante completo.

Cons:

El único punto débil que se podría reseñar es la integración con las herramientas de backoffice de terceras partes, creo que en este punto la plataforma podría mejorar un poco.

Showing 1 - 1 of 1 Reviews