Portfolio Management

A single workflow for equal weighted portfolio management

Portfolio Management brings analysis, strategies, hedging, watchlists, and stock info into one cohesive product. Signals are optional.

Equal weight portfolios • Hedging playbooks • Optional signal timing

Built for fast decisions

One screen
Per workflow
One click
To complete actions
Clear
Inputs and outputs
Modern
Clean UI

Portfolio Management modules

Modules built around the equal weighted portfolio workflow.

Market Analyser

Technical analysis dashboard with charts, indicators, and market screening capabilities

Open module

Watch List

Track stocks of interest with custom lists, alerts, and quick access to analysis tools

Open module

Stock Information

Detailed stock data viewer with real-time quotes, fundamentals, and historical performance

Open module

Portfolio Tracker

One-page portfolio workspace with inline editing, autosave, and real-time P&L calculations

Open module

Hedging Strategies

Portfolio hedging calculator using weighted average beta and John Hull methodology

Open module

Performance Analytics

Advanced performance metrics, benchmarking, and attribution analysis

Coming soon
Signal integration is optional

Portfolio Management runs without Signal. Use the signal trend indicator to guide entries, exits, and hedging timing.

How it works

A portfolio-first loop that stays consistent across modules

1

Build an equal weighted portfolio

Start with a balanced universe you can scale.

2

Apply strategy and hedging

Add rules and hedges as conditions change.

3

Monitor and iterate

Track performance and adjust with discipline.

Portfolio Management pricing

Pricing is per product so you only buy what you need

Portfolio Management Basic

$ 49 /month

Core modules for portfolio workflows

  • Analyse module
  • Watchlist
  • Stock info
  • Standard support

Portfolio Management FAQ

Straight answers to common questions

Access

Can I use Portfolio Management without signals?
Yes. Signals are optional and Portfolio Management runs independently.
Do I get access immediately after purchase?
Yes. Access is provisioned automatically after payment completes.
Can I cancel anytime?
Yes. You can manage or cancel from your account.

Usage

Is this one product or separate tools?
Portfolio Management is a single product with modular workflows.
Can I add signal timing later?
Yes. Signal timing is optional and can be layered onto your workflow.

Upgrade your Portfolio Management workflow

Pick a plan and start building with discipline

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