Built with security in mind from day one

Credentials

SECURITY REQUIREMENTS

All Activated

Certified data lineage

Every metric carries source, owner, and freshness metadata.

✓

Encryption everywhere

Data encrypted in transit, at rest, and during processing.

✓

Never trains on your data

Customer records are never used to train shared models.

✓

Role-based access

RBAC and row-level security on every source and metric.

✓

Cloud or self-hosted

Deploy inside your own network boundary.

✓

AUDIT LOG

Live

Metric updated · ARR definition v12

09:40:12

AI chart · built from trusted metrics

09:40:56

SSO sign-in · maya@company.com · SAML

09:41:07

AI query · grounded in governed metrics

09:41:32

Row-level policy · applied · region = EMEA

09:41:58

Access denied · finance.payroll · no grant

09:42:16

Schema synced · 3 sources reconciled

09:42:43

SQL traced · query reviewed and re-run

09:43:11

Dashboard shared · viewer role · read-only

09:43:40

Metric updated · ARR definition v12

09:40:12

AI chart · built from trusted metrics

09:40:56

SSO sign-in · maya@company.com · SAML

09:41:07

AI query · grounded in governed metrics

09:41:32

Row-level policy · applied · region = EMEA

09:41:58

Access denied · finance.payroll · no grant

09:42:16

Schema synced · 3 sources reconciled

09:42:43

SQL traced · query reviewed and re-run

09:43:11

Dashboard shared · viewer role · read-only

09:43:40

Metric updated · ARR definition v12

09:40:12

AI chart · built from trusted metrics

09:40:56

SSO sign-in · maya@company.com · SAML

09:41:07

AI query · grounded in governed metrics

09:41:32

Row-level policy · applied · region = EMEA

09:41:58

Access denied · finance.payroll · no grant

09:42:16

Schema synced · 3 sources reconciled

09:42:43

SQL traced · query reviewed and re-run

09:43:11

Dashboard shared · viewer role · read-only

09:43:40

Metric updated · ARR definition v12

09:40:12

AI chart · built from trusted metrics

09:40:56

SSO sign-in · maya@company.com · SAML

09:41:07

AI query · grounded in governed metrics

09:41:32

Row-level policy · applied · region = EMEA

09:41:58

Access denied · finance.payroll · no grant

09:42:16

Schema synced · 3 sources reconciled

09:42:43

SQL traced · query reviewed and re-run

09:43:11

Dashboard shared · viewer role · read-only

09:43:40

Evolving security requirements to meet all our customers needs

Free

Start Free

Pro

Start 14-day trial

Business

Request demo

FEATURES

Connected accounts

1 brokerage

Unlimited

Portfolio value limit

Up to $50,000

Unlimited

AI conversations (Orion)

10 queries/week

Unlimited

Real-time sync

Daily

Every 15 min

Real-time

Portfolio analysis

Basic monthly

Advanced monthly

Custom on-demand

Multi-currency support

Track investments across multiple currencies with automatic conversion. View your total portfolio value in your preferred currency with real-time exchange rates.

Multi-currency support

Track investments across multiple currencies with automatic conversion. View your total portfolio value in your preferred currency with real-time exchange rates.

Mobile app access

Data export

CSV

CSV + JSON + Excel

INTELLIGENCE & INSIGHTS

Investment recommendations

Generic

Personalized

CFA-validated

Risk score & assessment

Comprehensive risk analysis including portfolio beta, volatility measures, correlation analysis, and Value at Risk (VaR) calculations at 95% and 99% confidence levels.

Risk score & assessment

Comprehensive risk analysis including portfolio beta, volatility measures, correlation analysis, and Value at Risk (VaR) calculations at 95% and 99% confidence levels.

Basic

Detailed breakdown

Advanced modeling

Tax-loss harvesting

AI identifies opportunities to sell losing positions and offset capital gains. Advanced features include wash sale avoidance, holding period optimization, and tax bracket considerations.

Rebalancing suggestions

Market intelligence

Daily briefs

Real-time alerts

Scenario modeling

Test different market conditions and portfolio adjustments before making changes. Model retirement scenarios, market crashes, inflation impacts, and investment strategy changes.

Scenario modeling

Test different market conditions and portfolio adjustments before making changes. Model retirement scenarios, market crashes, inflation impacts, and investment strategy changes.

3 scenarios

Unlimited

Stress testing

3 scenarios

Unlimited

Options analytics

Custom AI training

ALERTS & SUPPORT

Price alerts

Unlimited

Allocation drift alerts

5% threshold

Custom thresholds

Volatility alerts

Create custom triggers based on portfolio beta, individual stock volatility, sector movements, or VIX levels. Get notified the moment significant risk changes occur.

Major events

Real-time custom

Tax opportunity alerts

Projections

Alert channels

Email + push

Email + push + SMS

Email support

Forum only

Priority (24hr)

Live chat

Business hours

24/7

Phone support

Dedicated line

CFA consultation

Four scheduled video calls per year with a Chartered Financial Analyst. Discuss your portfolio strategy, review performance, and get professional guidance on complex financial decisions.

Quaerterly (4/year)

API access

REST API

Evolving security requirements to meet all our customers needs

How is my data used?

How can see my activity on the platform?

How are files like scripts stored and protected?

Does any vendor or supplier access user data?

How do you prevent unauthorized access to accounts?

What financial data platform is used and is it secure?

Any more questions?