Portfolio Management
Experience a unified view of your investments. Our platform supports diverse file formats including CSV, Excel, and JSON for seamless data import, giving you a complete picture of your financial health.
- Multi-format data ingestion
- Unified dashboard view
- Automated asset categorization
- Real-time value tracking
Risk Analytics
Navigate market volatility with confidence. Our advanced risk engine calculates Value at Risk (VaR) and Conditional VaR (CVaR) using sophisticated Monte Carlo simulations to stress-test your portfolio.
- Monte Carlo simulations
- Value at Risk (VaR) calculation
- Drawdown analysis
- Sharpe & Sortino ratios
Options Analysis
Unlock the power of derivatives with our professional grade tools. Analyze complex option strategies with real-time Greek calculations (Delta, Gamma, Theta, Vega) and visual payoff diagrams.
- Real-time Greeks calculation
- Covered call strategy finder
- Volatility skew analysis
- Payoff visualization
Brokerage Integration
Connect seamlessly to your brokerage accounts. Leveraging Plaid and SnapTrade integrations, we provide secure, real-time synchronization of your balances, positions, and transaction history.
- Secure Plaid & SnapTrade connection
- Automated daily sync
- Bank-level encryption security
- Support for major brokerages
Transaction Analysis
Deep dive into your trading history. Our granular transaction analysis module automatically categorizes trades, tracks wash sales, and provides detailed P&L attribution.
- FIFO cost basis accounting
- Wash sale tracking
- Realized vs Unrealized P&L
- Tax-efficiency reports
Performance Tracking
Monitor your success in real-time. Compare your returns against major benchmarks like SPY and VT. Our dynamic dashboards provide instant visibility into your alpha generation.
- Benchmark comparison (SPY, VT)
- Alpha & Beta calculation
- Time-weighted returns
- Daily & Monthly performance heatmaps