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AU · US · PK Markets

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Institutional-grade portfolio analytics for the serious investor. P&L, XIRR, CGT, Sharpe ratio, and AI-powered recommendations — unified.

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3 Markets
12+ Risk Metrics
AI-Powered
Portfolio Overview
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AUD $84,320

+$12,440+17.3% this year

Sharpe

1.84

CAGR

19.3%

Drawdown

-8.2%

AI Insight

↑ Strong buy signal

Everything you need to grow your wealth

Built for investors who take performance seriously. No spreadsheets. No guesswork.

Institutional Analytics

Sharpe, Sortino, beta, alpha, CAGR, max drawdown, XIRR, TWRR. Benchmark against ASX200, SPY, and KSE100. The metrics professionals use.

Australian Tax Ready

Automatic CGT calculations with 50% discount for long-term holdings. Financial year reports aligned to ATO's ITAA 1997 — ready to hand to your accountant.

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  • CSV export
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