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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

Organize stocks and funds into plans with optional recurring purchases

Research and backtest quantitative strategies in notebooks and code

Measure which advertising calls become prospects and booked appointments.

Calculate portfolio returns from a complete transaction history

A training calendar and workout log for athletes and coaches

Choose how much of portfolio management to automate

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

Embed investing through account, funding and brokerage APIs

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

Practise technical interviews anonymously with a human or AI

Connect interview courses with peer practice and optional coaching

An offline desktop register with budgets and optional bank feeds

Advisor CRM connecting client communication, meetings and policy context

Crypto buying and swapping within a multi-asset account