Portfolio Analytics

Multi-asset health scoring, tax efficiency analysis, and concentration risk detection across jurisdictions.

5
Dimensions
28
Jurisdictions
6
Engines
Real-Time
Pricing
📄
Upload Holdings / Statement / Report
PDF, XLSX, CSV, JPG, PNG — auto-extract positions
PDF XLSX CSV JPG PNG
Client Type (affects tax analysis)
HK Individual
No capital gains tax
CN Individual
Overseas income declaration
BVI Company
Offshore zero rate
Manual Input
SymbolQtyCostCurrency