Lightkeeper review
Investment data, portfolio analytics, simulations, and investor reporting in one platform.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Lightkeeper pros and cons
- 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
Lightkeeper fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update