Built for every type of investor
Advanced Performance Analytics at Your Fingertips
Get sophisticated metrics for evaluating your investments with risk analysis, benchmark comparisons, and factor analysis to understand return drivers. Our institutional-grade analytics help you make informed decisions about your portfolio optimization and identify opportunities you might have missed.
AI-Powered Investment Intelligence
Advanced portfolio analysis across all asset classes without manual data entry. Get intelligent rebalancing recommendations, risk optimization, and personalized insights using institutional-grade analytics—the same sophisticated tools used by professional investment managers.
Multi-Portfolio Command Center
Manage multiple portfolios simultaneously and view the collective value of your entire investment universe. Track stocks, crypto, bonds, real estate, commodities, and cash across 401(k), IRA, taxable, and crypto accounts—all with detailed metrics for each individual portfolio.
Research Vault & BYOAI Security
Store and organize your investment research with our comprehensive Research Vault. For security-conscious investors, use BYOAI (Bring Your Own AI) to maintain full control over your data while still accessing powerful AI insights. Includes investment calendar, watchlist monitoring, and portfolio digest updates.
Access Your Portfolio Data Through Our API
Get complete access to your portfolio information and advanced analytics through our comprehensive API. Export your data in multiple formats including CSV, JSON, and PDF reports. Perfect for integrating with your existing tools or building custom analytics.
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*Additional usage limits apply. Prices shown do not include applicable tax.