Features

80+ visualizations. Intuitive and insightful.

Features

80+ visualizations. Intuitive and insightful.
Portfolio-level
Strategy-level
Asset-level
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Deposit and withdrawal history
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Portfolio-level
Strategy-level
Asset-level
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Portfolio-level
Strategy-level
Asset-level
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Heatmap by currency (daily and monthly)
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Portfolio-level
Strategy-level
Asset-level
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Marginal contribution to risk (MCTR)
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NEW!
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Portfolio-level
Strategy-level
Asset-level
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Corporate action finder
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Portfolio-level
Strategy-level
Asset-level
Mulitmedia investment notes
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Shared collaborative access
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Public view-only access
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Custom PDF reports
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Reconciliation tool
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Custom price feeds
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Lines UI element
Learn more about our most popular feature
"Animated Portfolio History"