Perform complete portfolio analysis for a comprehensive picture of portfolio's underlying holdings, exposure and performance information. Jointly analyze numerous financial instruments and portfolios comparing the main features like trend and quantitative analysis on different time frames. Portfolio returns, Money Weighted (MWRR) alike, take into account cash flows (withdraws and deposits) through a specific weighing mechanism. The outcome is a return weighted on cash inflows and outflows.
Create detailed saving plans (Dollar Cost Averaging with Funds) that can be entirely customize per starting and periodical deposits, size as well as frequency.
Observe the evolution of an investment based upon constant periodical deposits (saving plans). You can jointly follow the pace of your deposit as well as the portfolio absolute value also determined by the subject of your investment.
Observe the correlation degree among the instruments of your choice.
Correlation ranges between -1 and 1 and shows how financial instrument returns are related. Those are then embed into a risk/return plan, in order to get an immediate and intuitive comparison. Return is annualized and risk shows the relative volatility.