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One Place to Analyze
Clear and concise view of holdings from your brokerage account in different views.
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Great Insights
Know your portfolio's performance against the popular benchmark S&P 500. Also, understand your portfolio's risk-to-reward ratio.
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Get Better Returns
Count on our recommendations made just for your portfolio. Get returns that match your expectations.
How it works
Get started with easy steps
Add Accounts
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1
Link your brokerage accounts and you are all set. While you have a cup of coffee, we will analyze your portfolio.
Your Portfolio vs S&P500
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We show you how your portfolio is performing vs S&P500. It gives you a clear picture of to use our recommended funds & make more returns.
Next Steps to Improve
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Our algorithm suggests action items that are crucial for improving your current portfolio. Follow them and get the expected returns for the risk you take.
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Know Your Portfolio Better
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