Portfolio Management. Simplified.

Whale Blue helps investment funds manage their portfolio dashboards, credit reviews & fund reporting.

Take Control of Your Portfolio

Whale Blue lets all your staff see exactly what's going on.

Manage your portfolio with custom dashboards.

Simplify your workflow.

Wave good bye to complicated processes and systems

Upload

Stay on top of things with seamless bulk uploads.

Upload company financials and loan data individually, or bulk upload from excel.

View and Manage

Keep up to date with all the companies in your portfolio.

Anyone in your team can log in from anywhere and see everything that is going on in your portfolio.

Create and Export

Create reports with a single click.

Download reports to pdf or excel to share with your team or externally.

Get started today

It’s time to take control of your portfolio. Buy our software so you can feel like you’re doing something productive.

Request a trial

Frequently asked questions

Frequently asked questions

If you can’t find what you’re looking for, email our support team and if you’re lucky someone will get back to you.

    • How much does it cost?

      Contact sales for a quote.

    • I lost my password, how do I get into my account?

      We operate password-less login. Just enter your email address and it sends a magic link to your account to login you in

    • Can I transfer my existing data?

      We make it easy to bulk upload your data. Alternatively, a member of our team can transfer it for you from wherever it is currently held.

    • Can I have additional features?

      We are happy to quote for a build any custom features.

    • How many logins can I have?

      As many as you want. We charge per fund.

    • Can I export my data?

      All data is easily exportable to excel. This means you can perform additional analysis if necessary and keeps you from being tied in