Calculate the user's portfolio returns

Calculate the number of units/amount to buy/sell to get the user back to the model portfolio

Calculate the user's estimated projected values

Calculate how likely the user can reach their goal and provides reccomendations

Calculate the relevant country rates based on the user's country

Retrieve US ETF and Mutual Funds data, including historical price, dividend amounts, sector, ISIN, etc.

Create, build, and train your machine learning models specific to your business needs with minimal effort.

Create Model Portfolios along the efficient frontier and get reccomended the product allocation of each model portfolio.