Investing

Compare portfolio risks and test allocation changes before making them

Organize stocks and funds into plans with optional recurring purchases

Follow dividend income with projections, alerts and portfolio goals

Develop and compare trading strategies in a Windows backtesting workspace

Maintain a balance sheet across investments and ownership structures

Explore visual company reports beside portfolio analysis

Scan markets and test explicit rules in desktop software

Read standardized company research and investment education

Explore stock screens, price alerts and options payoff scenarios

Interpret options sweeps and equity prints, with new subscriptions currently paused

Combine options strategy research with position alerts and live teaching

Research markets through connected data, news and analytics

Move between portfolio views and a configurable trading workspace

Examine options positioning by strike and chosen expiration dates

Find Indian stock candidates with scans and sector analysis

Screen stocks and compare fundamentals beside portfolio exposure

Combine company screening, portfolio analysis and market news

Compare options transactions with market-positioning estimates and disclosures

View option chains and charts beside broader market context

Review holdings across securities, property and other assets

Combine index funds and US shares with a New Zealand money view

Analyze returns from imported investment histories

Access market history through APIs, files or SQL

Bring portfolio analytics and wider wealth tracking together