Investment Control
Bring all your investments under one roof. Say goodbye to the hassle of managing multiple platforms and spreadsheets.
Monitor any asset
Track any stock, ETF, mutual funds, bonds or crypto from anywhere. Manage Dividends, Money & Fixed income with our bond pricing module.
Your Data is Yours
Enjoy a secure platform where your information is protected and never shared. No third parties, no ads, no upselling. Import and export your data at anytime.
Insightful Analytics
Explore your investments with personalized insights that reveal your performance, diversification, and much more.
Dividend Analytics
Understand yield on cost and assess dividend returns per holding across multiple currencies.
Track Dividends
Monitor upcoming and past dividends from your stock holdings. Always be in the loop of your dividends.
Dividend Calendar
Manage and track dividends with a dividend calendar, ensuring timely investment planning and income tracking.
Efficient Frontier Analysis
Maximize your returns for a given risk level.
Correlation Matrix
Analyze asset relationships. Utilize color-coded heatmaps for intuitive diversification and risk management.
Strategic Asset Allocation
Identify the optimal asset mix to balance returns and risk, tailored to your investment goals and risk profile.
Bond Pricing
Accurately determine the value of your bonds using our advanced calculator.
Visualize Advanced Metrics
Gain insights into bond metrics such as accrued coupon, yield to maturity, duration or convexity.
Bond Management
Tools to manage individual bonds and bond ladders efficiently.
Search & Discover
Explore the extensive bond database to find bonds that match your criteria.
Coupon Flows
Visualize all your bond coupon flows, ensuring you never miss a payout and understand your cash flow.
Bond Ladder Visualization
Understand your investment horizon with an intuitive chart representation of your bond maturities.
Upcoming Coupons
Stay updated with your upcoming bond coupon payouts to manage and forecast your cash flows.
Advanced portfolio metrics
Gain insights into your total bond portfolio metrics such as yield and duration.
Filter & Explore
Filter and explore upcoming payouts based on customizable time frames.
Integrated Bond Details
Access detailed bond specifications right from your upcoming coupons list.
