Monitor everything at a glance

Track positions, P&L, compliance breakdown, and purification estimates—without spreadsheets and manual checking.

Compliance breakdown

See your portfolio’s compliant/questionable/non-compliant mix and understand where risk concentrates.

If a holding changes status, you can surface it quickly and take action with an audit trail of what changed.

Record buys, sells, dividends, fees, and purification; estimate impure income with transparent calculations.

Advisors can scale without Excel: structured portfolios, standardized reporting, and repeatable workflows.

If you invest regularly, connect your portfolio to a strategy and automate contributions with the DCA Scheduler.