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Assemble portfolio backtests from reusable Python rules

Administer funds from several managers through one New Zealand portal

Arrange market-analysis panels into reusable trading workspaces

Look up bond securities and reported fixed-income trades

Scan options with your own filters and compare the trade scenarios

Build Java pricing and risk calculations or run portfolio reports from files

Research investments and discuss your plans with an investment coach

See how an asset allocation behaved across different starting years

Backtest portfolio allocations with cash flows, benchmarks and simulations

Search public trading disclosures and compare the dates behind them

Query and deliver institutional pricing and reference data

Explore markets and portfolio tools in live or virtual mode

Save chart configurations and organize repeatable market scans

Reconcile dividend expectations with portfolio transactions and payments

Track investments and examine account and portfolio performance

Connect financial data providers to Python and research applications

Examine stock-factor returns, predictive relationships and turnover

Build trading tools and examine cBot behaviour on historical data

Compare company fundamentals visually with historical stock valuations

Host coded or visual strategies through shared broker connections

Research and backtest quantitative strategies in notebooks and code

Create reusable chart conditions and filter stock watchlists

Explore international macroeconomic datasets and projection vintages

Calculate portfolio returns from a complete transaction history