Features
It's not just another dashboard—it's a comprehensive, thesis-driven system for portfolio mastery that bridges the gap between brokerage data and financial planner guidance.
My Thesis
Defining and staying true to your investment philosophy
Most investors lack a framework for decision-making. Our My Thesis module gives you a structured way to define and track your personal investment policy.
- •Thesis Builder: Guided workflow with questionnaires on goals, risk tolerance, and time horizon. Automatically generates a clear, actionable investment thesis.
- •Portfolio Alignment Analysis: Evaluate how well your holdings match your thesis with a Visual Alignment Score. Run What-If Scenarios before making trades.
- •Thesis vs. Potential Analysis: Compare new ideas against your thesis with a Comparative Scorecard and visualizations showing portfolio impact.
Asset Discovery
Find investments that fit your plan
Our Asset Discovery tools make it easy to identify and compare securities that align with your thesis.
- •Best-in-Class Screener: Apply custom filters—sector, market cap, dividend yield, risk profile—or use pre-built templates for dividend growth or value investing.
- •Asset Comparison Tool: Evaluate multiple securities side-by-side with detailed financial ratios, performance history, and analyst ratings.
Performance Analysis
Measuring what truly matters
Tracking returns isn't enough—our performance tools show the real impact of your investment decisions.
- •Realized Returns: Incorporates reinvested dividends. Includes Reinvested Dividend Calculator and benchmarking against major indices.
- •Projected Dividends: Forecast future dividend income with customizable assumptions and Scenario Planning for different growth paths.
Fund Analysis
Demystifying CEFs and ETFs
Funds can be opaque and costly. Our Fund Analysis suite shines light on the details.
- •CEF Valuation Toolkit: Track real-time premium/discount to NAV and run valuation models to identify mispricing.
- •Fund Holdings Comparison: Scan underlying holdings, detect sector concentrations, and compare to benchmarks.
- •Custom Fund Builder: Simulate a DIY version of a fund with optimized allocations. Expense Ratio Impact Calculator highlights hidden long-term costs.
Risk Analysis
A 360° view of portfolio risk
Understanding risk is as critical as finding returns. Professional-grade insights in plain language.
- •Holistic Risk Assessment: Risk Profile Dashboard breaking risks into systematic (market-wide) and unsystematic (individual asset) categories. Includes tailored Risk Mitigation Suggestions.
- •Systematic & Unsystematic Evaluation: Portfolio beta, interest rate sensitivity, credit ratings, liquidity assessments, and event risk alerts.
- •Longevity Risk Simulator: Monte Carlo modeling to estimate whether savings can support lifetime goals.
Educational Resources
Learning by doing
Knowledge is built into every tool. Our platform helps you become more confident over time.
- •Guided Tutorials: Step-by-step guides integrated into each feature.
- •Risk Library: Plain-language definitions and strategies for managing different risk types.
- •Case Studies: Real-world examples showing how to apply tools in practice.