Keep your portfolio updates simple
Everything together
Keep your portfolios, notes, and updates in one simple place
Easy to share
Help everyone see what needs attention without extra back-and-forth
Less chasing
Spend less time rebuilding updates and digging through spreadsheets
Keep your notes, updates, and next steps together in one place.
Stay organized, keep everyone aligned, and share updates more easily.
Coverage
147
accounts and records tracked
Reporting speed
6.4x
faster update prep
Alert speed
Real time
alerts for changes and follow-ups
Made to help you stay organized, review clearly, and keep a reliable record of what changed.
Everything you need in one place.
Ask questions, prepare updates, track changes, and keep your follow-ups organized without extra busywork.
Ask clear portfolio questions
Type your question in plain English and get a quick, useful answer you can act on.
Create ready-to-share updates
Turn your latest data into polished summaries and reports without starting from scratch.
See what may need attention next
Spot pressure across rates, sectors, liquidity, and allocation changes before review meetings.
Stay on top of important changes
Notice unusual moves, flagged limits, and review items as soon as they appear.
Ask a question and get a useful answer.
Type your question in plain English and quickly see the exposure, summary, and a practical next step you can act on.
Stay ready day to day
Move from reactive reporting to one clear routine for reviews, follow-ups, and portfolio checks.
Answers you can review
Reports, alerts, and suggestions stay easy to read and verify before you share them.
Designed for careful decisions
Keep a clear record of what changed, what was reviewed, and what needs follow-up.
Question example
Portfolio question
Prompt
“What is my exposure to the banking sector if interest rates rise 100 bps?”
Summary
Banking sector drawdown sensitivity
What changed
A +100 bps rates shock raises estimated banking-sector stress losses by 2.8% of portfolio NAV, with concentrated sensitivity in regional lenders and subordinated debt sleeves.
Next steps
- Review concentration limits for top three banking exposures
- Review the rate-hedge scenario before the next team meeting
- Prepare a short note for the follow-up record
Start simply. Upgrade when you need more.
Choose the plan that fits how you work today and move up later if needed.
Base
Free
For individuals or small teams getting started.
Professional
$599/mo
For teams that need faster updates, monitoring, and day-to-day analysis.
Institutional
$3,999/mo
For teams that need shared visibility, stronger controls, and faster decisions.
Enterprise
$5,999/mo
For larger organizations that need tailored setup, stronger controls, and guided rollout support.