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Unlimited public portfolios

15 holdings per portfolio

1 watchlist

10 calculations per month

10 years of historical data

Portfolio optimization

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5 private portfolios

100 holdings per portfolio

5 watchlists

200 calculations per month

40+ years of historical data

Advanced risk metrics

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Unlimited private portfolios

500 holdings per portfolio

10 watchlists

Unlimited monthly calculations

Export screener results

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Static Portfolios

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Portfolio Optimization

Basic Optimization Models

Risk Parity Models

Advanced Optimization Objectives

Backtesting

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ETF Screener

Mutualfund Screener

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Screener Results Export

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Performance Analysis

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Asset Correlation

Factor Model

Historical Data

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40+ years of data
40+ years of data

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