Key Features

Assets Consolidation simplifies your financial management by allowing you to merge and oversee all your portfolios and assets through a centralised dashboard. This feature empowers you with the ability to track, analyze, and manage various investments seamlessly, facilitating a coherent and organized approach to wealth management. Experience a unified view of your financial landscape, enhancing your capacity to make informed, strategic decisions.

AI-Driven Analysis is designed to elevate your financial strategy by leveraging state-of-the-art artificial intelligence technology. This tool provides nuanced portfolio analysis, net worth assessments, and risk evaluations, offering deep insights and forecasts that can help optimise your investment strategy.

Our portfolios dashboard allows you to see a full history of every portfolio transaction. This facilitates detailed analysis and reporting, allowing you to study patterns, evaluate performance, and identify opportunities for growth. The intuitive interface and filtering options make it easier than ever to track your financial activities and understand the trajectory of your investments over time.

Diversification Analysis is a critical tool in modern investment strategy, helping you to understand and manage the diversification level of your portfolios effectively. Receive quantitative evaluations and insights into how your assets are distributed across various sectors and asset classes. This feature assists in mitigating risk and optimizing portfolio performance by encouraging a balanced investment approach, thus fostering a resilient financial portfolio.

Our Benchmarking Capabilities feature allows you to compare your portfolio's performance against a comprehensive array of over 80,000 different assets globally. This tool facilitates insightful analysis, helping you to understand your portfolio's position in the broader market context. It supports informed decision-making by providing comparative data performance, enabling you to align your strategies with industry standards and trends, and possibly outperform the market.

Net Worth Tracking is a comprehensive tool that provides a holistic view of your financial health by factoring in both assets and liabilities. This feature enables you to track fluctuations in your net worth over time, offering insights into your financial growth and stability. By consolidating all financial data into one platform, it facilitates seamless tracking and management of your wealth, helping you to plan and achieve your long-term financial goals.

The Portfolio Risk Analysis feature is a sophisticated tool designed to assist in conducting risk assessments of your investment portfolios. Utilise metrics such as the Sharpe ratio, Alpha, Beta, and Drawdown to analyze and understand the potential risks and returns associated with your investments. This tool empowers you to develop risk-mitigated investment strategies, fostering a resilient and potentially more profitable portfolio.

Portfolio Sharing offers a streamlined solution to share your portfolio details with others, even those without an account on our platform. This feature fosters collaboration and transparency, making it simpler to share your investment strategies and performance with trusted individuals or advisors. It supports secure and controlled sharing, ensuring your financial data is handled with utmost confidentiality and discretion.

The Asset Watchlist feature facilitates proactive investment management by allowing you to monitor prospective investments closely. Add potential assets to a dedicated watchlist and receive real-time updates and alerts on their performance and market trends. This tool helps in keeping you abreast of market developments, assisting in the timely identification of investment opportunities and enabling you to act swiftly when the time is right.

Our Extensive Asset Coverage encompasses a vast range of asset types, including equities, mutual funds, cryptocurrencies, commodities, Index funds, physical currency, and any other asset you might own such as your car or house. This expansive coverage facilitates a diverse and inclusive investment strategy, allowing you to explore and capitalise on opportunities across various markets and asset classes. Stay ahead with a platform that adapts to the dynamic world of investments, catering to both traditional and modern investment avenues.

Stay informed with our Key News panel which curates and presents the latest and most relevant news articles and updates pertaining to your asset investments. This tool helps you to keep a finger on the pulse of the market, providing insights into events and developments that could potentially influence your investment decisions. Stay one step ahead with timely information that empowers you to navigate the financial markets with confidence and insight.

The Financial Health Metrics feature allows you to understand your financial standing using a variety of key metrics such as debt-to-equity ratios and financial health scoring. Gain deep insights into your financial health, understanding your financial strengths and areas that might require attention. This tool is designed to foster informed financial planning, helping you to build a robust and resilient financial portfolio over time.

Custom Event Alerts allows you to set up and receive personalized email alerts for various portfolio changes, asset price movements, and net worth adjustments. This feature ensures that you are always in the loop regarding significant events affecting your investments, enabling you to respond promptly and effectively. Customize your alert preferences to receive notifications that align with your investment strategy and financial goals.

The Financial Calendar is a dynamic tool that helps you track significant upcoming events in the financial market, including the highest impacting economic events and any upcoming IPOs. Use this tool to stay organized and informed about market events, earnings announcements, and other pivotal dates. It assists in proactive investment management by facilitating the planning and execution of strategies that align with market developments and trends. You can also add personal reminders and notes to stay on top of your investment game.

Our Debt Management tool offers a comprehensive solution to manage your liabilities effectively. Utilise features for recurring payments, visual breakdowns, and upcoming payment tracking to maintain a healthy financial status. This feature provides insights into your debt profile, helping you to strategise and manage your liabilities effectively, fostering a balanced and sustainable financial portfolio.

Equity Analysis is a powerful tool that allows you to delve deep into the analysis of equities through a wealth of data including valuation metrics, stock statistics, and analyst recommendations. This feature provides a comprehensive analysis platform, helping you to understand the nuances of equity investments and make informed decisions. Leverage the wealth of data to identify potential investment opportunities and develop strategies that align with your financial objectives.

Report generation is a fundamental feature that facilitate the generation of detailed reports that extract the precise data you need from your portfolios. This feature allows for customizable report generation including both portfolio transactions, portfolio values & net worth values. Enhance your financial analysis and strategy planning with insightful reports that provide a comprehensive view of your financial history.