From spreadsheet to full analytics in minutes. Here's every step.
Download our Excel template and fill in your managers, monthly returns, weights, benchmarks, and policy benchmarks. Everything your board deck needs — structured in one file.
Drag and drop your file. Every cell is validated instantly — structure, data types, date ranges, weight sums — before anything touches the database. You'll see exactly what passed and what needs fixing.
Dashboard, Brinson attribution, risk-return profiles, factor decomposition, stress testing, liquidity analysis, peer benchmarking — all computed in seconds from your data.
If you already have return streams and just want to analyze them — use Studio. Upload benchmarks, add any ETF by searching with the AI, build custom weighted blends, and get the same analytics without the portfolio setup. Same charts, same depth, no spreadsheet required.
Add new months of returns, adjust weights, change benchmarks, edit policy targets — all from the Manage tab. Your analytics update immediately. No re-upload needed.
Have manager statements as PDFs? Upload them and our AI extracts the performance data automatically — returns, AUM, benchmark comparisons. Try it with our sample statement.
In Studio, type @ to search for any ETF or index by ticker. The AI finds it, pulls the return history, and adds it to your benchmark set. Build blends by telling the AI what weights you want.
The AI analyst uses the same calculation engine that powers your charts. It sees your actual data — returns, weights, benchmarks — and computes answers on the fly. Ask it for Sharpe ratios, compare managers, explain how a number was calculated, or pull live macro data. You control the output: numbers, insights, or both.