The portfolio
The risk metricsBefore and now
BeforeNow
- DataData scattered across providers, with different numbersData from the bank and the providers, together
- PortfolioNo overall view of the asset allocationThe asset allocation as it really is, in a single view
- SearchHours of work for every search and due diligenceOne search, instead of hours jumping between sites
The whole portfolio, in a single view
The risk metricsAlready calculatedInvestor-grade due diligence, by typing just the company name
The investment thesisHow it is made
- DividendsThose already received, stock by stock, and a forecast of those to come.
- Instrument searchEvery way to invest in a company: shares, funds that hold it, options. One search.
- MonitoringNews on a stock in the portfolio, or a price level you set: the alert arrives by email.
