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Master Your Investments with Confidence

Empower Your Portfolio: From Analysis to Action with AI-Driven Investment Management

Key Features

Portfolio Optimization
Leverage institutional-grade mathematical models used by top hedge funds to calculate the optimal asset allocation for your risk tolerance.
10,000+ Global Securities
Instantly screen and compare over 10,000 global securities. Cut through the noise to find undervalued stocks and hidden opportunities.
AI Portfolio Assistant
Chat with an intelligent assistant dedicated to analyzing your portfolio, optimizing allocations, and uncovering investment ideas.
Professional Backtesting
Validate your strategies with five years of historical data and quarterly rebalancing simulations to see how they perform in real market conditions.
Multi-Currency Support (Expanding)
View your entire global portfolio in a single base currency to grasp your total net worth at a glance. Supported currencies are expanding sequentially.
Dividend Dashboard
Visualize dividend cash flow by sector and ticker. Track yields and growth metrics instantly to maximize your income strategy.
Global Leaderboard
Compete with investors worldwide. Track your streaks, earn achievement badges, and compare your performance against the community.

Current Development Status

2025

In Progress

API Integration

Automate management of multiple accounts through integration with securities companies

In Progress

Customize Dashboard

Allow users to personalize their dashboard layout and widgets

In Progress

Cryptocurrency Analysis Model

Provide cryptocurrency analysis features by connecting users' wallets

Completed

Performance Optimization

Enhance platform speed and reliability with advanced caching and infrastructure improvements

Completed

Advanced Backtesting

Sophisticated backtesting engine with multiple scenarios and Monte Carlo simulations

Completed

Stock Universe 3D Visualization

Interactive 3D visualization of market sectors and stock relationships using advanced WebGL rendering

Completed

Enhance AI Chat

Provide clearer explanations of complex financial terms and calculation processes

Completed

Black-Litterman Model Implementation

Implement the Black-Litterman optimization model based on users' market outlooks to enhance portfolio analysis

2024

Completed

Beta Release

Release the platform's beta version to obtain user testing and feedback

Completed

Chatbot

Chatbot feature that responds to user queries and provides support based on financial statements and portfolio data

Completed

Portfolio Analysis

Feature to evaluate and analyze users' portfolios

Completed

Stock Analysis

Add analysis capabilities for listed companies and ETFs in Japan and the United States

Completed

Sharing Features

Feature to allow users to share portfolio analysis results among each other

Completed

Macroeconomic Analysis Model

Add features to analyze macroeconomic factors using data sources such as FRED

Frequently Asked Questions

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Advanced financial engineering for everyone.

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