Portfolio Origination Create new portfolios using comprehensive interface including wizard and templates |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format |
| Portfolio Quick Import Import or update all your transactions via one easy-to-use interface |
| Transaction History View history of all your transactions and understand their impact on performance |
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Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |
| Efficient Frontier Plot and analyze your portfolio and postions against risk-return landscape of the market. |
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Portfolio Reporting Creat custom reports across your portfolios and generate quick suggestion pitch |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |
| Content Syndication Quickly integrate customizable finance content to your own investment portal |
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Insider Screener Find insiders across different sectors to evaluate their impact on performance |
| Equity Sreener Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |
| Diversifier Compare performance and examine historical correlation between any two equity instrument |
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USA 
Select Assests
Optimize Portfolio
Suggest Portfolio
Backtest Watchlist
Analyze Correlations
View Transactions
Check Volatilities
Import Equities
Search Equities
