See notable insider activity and public official disclosures in one place, without digging through filings. Spot patterns early and add them to your research workflow.
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See notable insider activity and public official disclosures in one place, without digging through filings. Spot patterns early and add them to your research workflow.
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Create watchlists that mirror how you actually think: themes, sectors, or “candidates.” Automatically follow peers and competitors to keep context around every pick.See notable insider activity and public official disclosures in one place, without digging through filings. Spot patterns early and add them to your research workflow.
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Pull key fundamentals into a clean, comparable view - no tab-hopping required. Compare companies, funds, or bonds side-by-side to make tradeoffs obvious.

Start with what you believe - risk tolerance, themes, time horizon, and constraints -
and translate it into a portfolio. The system helps you turn intent into allocations.
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Define the outcome you want (sector, region, factor, duration, credit quality, etc.)
and add your rules. We do the heavy lifting to propose a portfolio that fits.
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See how you’re doing against what you actually want to beat - an index, a blended mix,
or your own custom benchmark. Track performance gaps and the exposures driving them.
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Set rules that evolve over time - de-risking as you approach a goal, shifting duration with rates, or adjusting equity exposure by volatility. Your portfolio follows the plan without constant manual work.
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Get alerted when allocations drift beyond your thresholds, so risk doesn’t quietly
creep in. Rebalance with confidence using clear “what changed” explanations.
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One return framework across stocks, ETFs, bonds, funds, and custom assets.
Your performance stays comparable even when your portfolio
is complex.
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Compare strategies, accounts, and time periods in a consistent view. Quickly answer:
“What worked?” and “Compared to what?”
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Separate skill from sizing: what outperformed, and what simply had a big weight.
Understand drivers at the level of asset, sector, factor, or theme.
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Explore exposures across equity and fixed income with one consistent lens.
Spot hidden bets, overlaps, and gaps before they become surprises.
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Reveal what your ETFs actually hold—down to regions, sectors, and overlapping names across funds. Understand your true concentration, even when it’s buried.
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Preview how a trade would shift your risk and exposures before you place it. Make changes intentionally, not accidentally.
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Classify holdings beyond the obvious—by themes, business models, revenue drivers,
or risk attributes. Get a deeper map of your portfolio without manual tagging.
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Create your own categories - “AI infrastructure,” “defense,” “income core,” “speculative,” anything - and apply them across assets. Your portfolio reflects your framework, not someone else’s.
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Combine traditional analyst signals with smarter pattern detection to surface strengths
and vulnerabilities. See what’s stable, what’s stretched, and what needs attention.
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Score your portfolio against your chosen benchmark and your own rules. Track improvement over time with a single, transparent health framework.
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Go beyond “investment grade vs high yield” and see what’s actually driving credit risk. Understand exposure to downgrades, spread widening, and issuer concentration.
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Build “what-if” portfolios and compare them to your current allocation or a benchmark.
See differences in exposures, risk, and return expectations in minutes.
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Test strategies across historical periods to understand behavior in different markets. Learn how a portfolio holds up before you commit to it.
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Use public assumptions or plug in your own outlook for returns, inflation, and rates.
Keep the model aligned with your worldview.
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Create forward-looking scenarios with clear assumptions and sensitivity views. Understand ranges of outcomes, not false precision.
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Manage multiple portfolios, households, or entities with clean separation and shared tooling. Scale from personal use to an advisory workflow without switching platforms.
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Generate polished reports that match your narrative—performance, exposures, risk, and changes over time. Automate recurring delivery without losing control of the details.
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Offer a client experience that looks and feels like your firm, not a third-party tool. Deliver clarity and trust with a consistent brand presence.
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Keep statements, tax docs, investment memos, and notes organized alongside the portfolio. Everything relevant lives where decisions get made.
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Maintain model portfolios and reference strategies to compare, reuse, and standardize decisions. Great for governance, consistency, and scaling.
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Bring in your preferred datasets - pricing, fundamentals, alternative data, internal models - without rebuilding your workflow. The platform adapts to your stack.
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Secure access that fits enterprise requirements, with simplified onboarding and account management. Reduce friction while keeping control where it belongs.
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