Lightkeeper
Lightkeeper: Investment data, portfolio analytics, simulations, and investor reporting in one platform. Ranked #10 of 22 in Hedge Fund Software by our editors (7.9/10); pricing: Pricing on request; best for funds needing portfolio data, analytics, and reporting.
At a glance
- Editor score7.9 / 10
- PricingPricing on request
- Best forFunds needing portfolio data, analytics, and reporting
- Portfolio managementYes
- Founded2010 · Boston, Massachusetts, United States
- Facts checked24 Sep 2026
Where it wins
- Combines investment data into a validated Investment Book of Records
- Covers performance, attribution, risk, exposure, and financing-cost analysis
- Offers scheduled and ad hoc reports, simulations, and investor tools
Where it doesn't
- Does not provide order management
- Pricing requires contacting sales
- Support is available by email
Our verdict on Lightkeeper
Lightkeeper is a portfolio intelligence platform for investment managers, including hedge funds. It brings data from administrators, prime brokers, OMS platforms, shadow books, and proprietary sources into an Investment Book of Records by aggregating, normalizing, and validating it. Investment, risk, operations, compliance, and investor-relations teams can use the resulting portfolio data for analysis and reporting. Its scope suits funds looking to work from consolidated portfolio information; it does not provide order management, so funds that need that function should consider a separate product for it.
The analytics span portfolio performance and attribution, risk, factors, exposures, trading, and financing costs. Teams can explore information through interactive dashboards and visualizations, configurable reports, and ad hoc analysis. Reporting can also be automated, scheduled, or triggered. What-if scenarios and portfolio simulations support portfolio analysis, while investor reporting tools help answer investor questions. Separately, Idea Analytics Software tracks and evaluates investment ideas whether or not they enter a portfolio, giving the product reach beyond holdings already in the book. Beacon and Lumina provide AI-assisted queries grounded in the platform’s data and analytics.
Lightkeeper integrates with administrators, prime brokers, OMS platforms, shadow books, and proprietary data sources, and the product details list 90+ integrations. Claude and ChatGPT are also named among its integrations. It is available as a web product and through self-hosted deployment, with cloud deployment also listed; SSO/SAML is a stated compliance-related capability. Pricing is contact-sales, and email is the listed support channel. Funds should shortlist Lightkeeper when consolidated portfolio data, analytics, simulations, and reporting are central needs. Those seeking built-in order management should look elsewhere or plan for another system alongside it.
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Lightkeeper pricing
Lightkeeper fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Portfolio management | Yes |
| Order management | No |
| Fund accounting | Not verified |
| Investor portal | Not verified |
| Supported asset classes | Equities; derivatives; commodities; private securities; digital assets; fixed income |
| Listed integrations | 90 |
| Deployment | Cloud, Self-hosted |
| Platforms | Web |
| Compliance & security | SSO/SAML |
| Support | |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 90+ integrations: Administrators, Prime brokers, OMS platforms, Shadow books, Proprietary data sources, Claude … |
| Pricing | Pricing on request |
| Website | lightkeeper.com |
| Facts checked | 24 Sep 2026 |
Lightkeeper integrations
Lightkeeper lists 90+ integrations on its own site — the 7 named here are the ones its pages call out.
- Administrators
- Prime brokers
- OMS platforms
- Shadow books
- Proprietary data sources
- Claude
- ChatGPT
Alternatives to Lightkeeper
- FIS Hedge Fund Portfolio ManagerA focused accounting and position-management system for established hedge funds.9.1
- FundCountBroad fund accounting and investor reporting, with annual plans starting at $14,450.8.7
- HedgeGuardA unified cloud platform for multi-asset portfolio, NAV, risk, and fund operations.8.6
See all Lightkeeper alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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