Enterprise-grade risk management and options analysis platform with real-time market data integration
"The individual investor should act consistently as an investor and not as a speculator."
Multi-format uploads, live data integration, and comprehensive P&L tracking with FIFO cost basis
Advanced VaR, CVaR, Sharpe ratio calculations with Monte Carlo simulations
Covered call opportunities, Greeks calculation, and volatility analysis
Plaid and SnapTrade connections for live account data synchronization
FIFO cost basis tracking, P&L calculation, and comprehensive trade history analysis
Real-time performance attribution, realized/unrealized gains, and detailed trade analytics
Our platform combines institutional-grade analytics with user-friendly interfaces, providing comprehensive portfolio analysis tools used by hedge funds and investment professionals.