Access Global Equity Markets with Precision
Trade shares of the world's leading companies across NYSE, NASDAQ, LSE, and 50+ global exchanges. Benefit from competitive spreads, real-time Level 2 data, and professional research tools.
AI Insights
Machine learning algorithms analyze your portfolio to identify concentration risks, correlation exposures, and optimization opportunities.
Goal Planning
Set investment goals with target dates and amounts. Monte Carlo simulations project probability of success under various market scenarios.
Performance Analytics
Track time-weighted and money-weighted returns. Compare against benchmarks including S&P 500, NASDAQ, and custom indices.
Asset Allocation
Visualize portfolio composition with interactive charts. Set target allocations and receive rebalancing alerts to maintain optimal diversification.
50+
Risk metrics
Real Time
P&L Updates
Custom
Benchmarks
Automated
Tax reports
Institutional-Grade Analytics
Access the same portfolio analytics tools used by hedge funds and wealth managers. Understand your risk exposures and optimize for risk-adjusted returns.
- Value at Risk (VaR) and Conditional VaR calculations
- Sharpe, Sortino, and Calmar ratio analysis
- Correlation matrices and factor exposure analysis
- Tax-loss harvesting recommendations and reporting
Comprehensive Portfolio Features
The best for you
- Unified dashboard for all connected accounts
- Real-time profit/loss with cost basis tracking
- Dividend and income tracking with projections
- Historical performance with custom date ranges
- Unified dashboard for all connected accounts
- Real-time profit/loss with cost basis tracking
- Dividend and income tracking with projections
- Historical performance with custom date ranges