Everything you need. Nothing you don't.
Built on modern portfolio theory. Designed for clarity.
Portfolio tracking
Organise assets across public and private folders. See gain/loss at every level — folder, category, and total.
Risk analysis
VaR, volatility targets, drawdown limits, and correlation matrices — institutional risk tools made accessible.
IPS generation
Define your strategy, constraints, and rebalancing rules. Export a professional Investment Policy Statement.