Search results

Check the holdings and exposures hidden behind ETF names

Collect notes, web research, tasks, and reference material in a searchable workspace.

Query a scholarly research graph of works, authors, sources, institutions, and related entities over a REST API.

Agentic research platform for hedge funds, asset managers and banks

Calculate returns, portfolio statistics and allocation weights in Python

Manage recurring investments across New Zealand, Australian and US markets

Personal account records and envelope budgets for Apple devices

Desktop personal accounts with reconciliation, reminders and flexible imports

Organize dividend portfolios and compare income-growth scenarios

Track broker holdings, dividends and returns in one portfolio

Administer funds from several managers through one New Zealand portal

Prioritize project portfolios against resource capacity and compare alternative scenarios.

Build recurring investment plans and compare brokerage account options

Organize stocks and funds into plans with optional recurring purchases

Code and compare qualitative material with quantitative descriptors in a shared research project.

Process keyword lists in bulk and connect search research with ongoing visibility monitoring.

Research SEO content briefs and produce drafts with a configurable in-house writing platform.

Compare search interest across time, places and related topics before planning search content.

Build content briefs and topic clusters from search-result and AI-answer research.

Calculate portfolio returns from a complete transaction history

AI tool for UX research analysis, transcription and insight storage

Research private-market funds, investors and peer benchmarks

Choose how much of portfolio management to automate

Delegate an index portfolio or choose your own stocks and ETFs