Efficient Portfolio Management

Easily setup, track and manage your model portfolios.

  • All your portfolios in one place
  • Insightful Dashboards
  • Sector breakdowns

Portfolio Dashboard

A single view of your portfolio on one screen. Easily monitor your portfolios performance against the benchmark and keep track of your returns.

Asset Allocations

Get a better understanding of how your portfolio’s asset breakdown by sector and instrument is contributing to your total return.

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