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Track broker holdings, dividends and returns in one portfolio

Assemble portfolio backtests from reusable Python rules

Administer funds from several managers through one New Zealand portal

Prioritize project portfolios against resource capacity and compare alternative scenarios.

Explore markets and portfolio tools in live or virtual mode

Build recurring investment plans and compare brokerage account options

Compare Canadian funds and model portfolio allocations

Organize stocks and funds into plans with optional recurring purchases

Research and backtest quantitative strategies in notebooks and code

Cradl AI turns documents into structured data for automation workflows.

WordPress workflow automation plugin with AI Agent and a visual builder.

Calculate portfolio returns from a complete transaction history

A hosted test-management workspace that brings manual runs and automated results into one QA reporting view.

Turn repeatable operational procedures into jobs that run commands or workflows on selected nodes.

Move project work across visual boards built from lists and cards.

Build a custom build, test, and release pipeline from a Python-configured framework.

Records web and mobile user flows as hosted automated tests, with AI prompts and run diagnostics.

Bring manual cases, exploratory sessions and automated test results into one QA workspace.

Delegate an index portfolio or choose your own stocks and ETFs

Match financial transactions and track unresolved differences through sign-off

Bring market research, news and security monitors into one workspace

Connect bank deposits with domestic or cross-border payouts

Build a US share watchlist, then invest from a New Zealand account

Research Indian stocks and funds before managing investments