Every holding, every risk, every signal — one picture, updated daily.

Your entire financial picture in one glance — value, allocation, and what changed today.

Real-time valuation and performance tracking across up to 3 portfolios on Free, unlimited on Premium.

Track candidates with price and risk alerts — auto-populated for Premium members via scan-driven strategies.

Track any asset with daily pricing. Premium unlocks adding brand-new symbols to the universe.

Log and review every trade, fully synced with your portfolio, holdings, and reports.

Curated market groups and sector-level context, always current.

Candlestick charts and technical views for anything you hold or watch.

A composite risk read built from volatility, credit, and macro signals — know the regime you're investing in.

Global economic releases and macro dashboards, pulled from central banks, FRED, and international sources.

Plain-language explanations behind every metric — because informed clients make better decisions.

Deeper macro scenario analysis and regime modeling, beyond the free Economic Data view.

Model allocations against your risk profile and constraints to optimise the portfolio you hold.

Build and run quantitative models directly against your real holdings.

Backtest strategies against historical data before you commit real capital.

Detailed performance and portfolio reporting, generated on demand.

A curated research library — analyst notes and deep dives, in one place.

Look inside any ETF — holdings breakdown, overlap, and sector exposure.

Deep single-stock analysis — fundamentals, valuation, and technicals in one view.