A wealth management platform for people who manage their own money. Every decision backed by real historical evidence, never projections.
Full access to 40+ global indices and every listed stock · $3/month after the trial · Cancel anytime
Investing in French stocks? Use it free, no card needed →Thousands of listed stocks and more than 40 global indices, every one measured with the same four numbers.
40+
Global indices across the Americas, Europe, Asia-Pacific, the Middle East and Africa
Thousands
of listed stocks searchable in seconds
4 numbers
Return, volatility, lowest return and risk-adjusted return, on every instrument
7 days
Free on every global market. French markets stay free forever.
Wealth Management Platform is a digital wealth management platform for individual investors. It measures the real historical return, volatility, lowest return and risk-adjusted performance of more than 40 global indices and thousands of listed stocks, so you can compare investments and model a portfolio on evidence rather than on projections. It is built for people who manage their own money over years, not minutes — there is no order execution, no live quotes, and no signals.
Search, compare, model. Every step works on the free plan.
Type a company name or an index. Stocks and indices from the Americas, Europe, Asia-Pacific, the Middle East and Africa sit in one search field.
Add a second investment and read return, volatility and lowest return over exactly the same period. No eyeballing two charts.
Set your weights, choose a benchmark, and see what that mix returned year by year and what it cost you in risk.
The Americas, Europe, Asia-Pacific, the Middle East and Africa in one view.
Plain-language guides on portfolio construction, index comparison, and risk.
The four-step portfolio management process, the main types, and the metrics that make it measurable, from the classroom to real market data.
Why asset allocation drives most of a portfolio's outcome, classic splits by age and risk profile, and how to backtest a mix on real history.
How correlation makes diversification work, the four dimensions of a diversified portfolio, and how to test whether yours actually is.
Most finance pages give you a price and a chart. We show you how to implement allocation, diversification, risk and performance, on real market data.
Every number comes from what actually happened. Nothing is simulated, forecast or projected.
Two investments aligned on the same period and the same scale, not two charts you have to eyeball.
Volatility, lowest return and risk-adjusted return sit next to performance, not three clicks away.
More than 40 indices and thousands of listed stocks across the Americas, Europe, Asia-Pacific, the Middle East and Africa.
Every calculation is done for you — add holdings and read the results.
Total and annualised return, monthly and annual returns, volatility, lowest return and risk-adjusted return — the same numbers on every instrument.
No forecasts, no simulations, no buy or sell signals, and no order execution. Nothing on this platform is investment advice.
Market data may be delayed or incomplete, and we label it when it is. Verify anything that matters before you act on it.
$0 / month
$3 /month after your 7-day free trial
Card required to start. Cancel before day 7 and you won't be charged.
French markets stay free forever. Premium opens every global market, starting with a 7-day free trial. See all plans
Risk-adjusted return measures how much return an investment produced for each unit of risk taken, rather than looking at return on its own. Two investments can finish in the same place while one of them was far more punishing to hold.
No. Wealth Management Platform provides market data and analysis tools. Nothing on the platform is investment advice or a recommendation to buy or sell any security.
Wealth Management Platform is a digital wealth management platform for individual investors. It measures the real historical return, volatility, lowest return and risk-adjusted performance of more than 40 global indices and thousands of listed stocks, so you can compare investments and model a portfolio on evidence rather than on projections.
French markets (CAC 40 and French-listed stocks) are free forever, with no account and no card. Premium unlocks every global market and starts with a 7-day free trial.
You get full Premium access for 7 days. We ask for a card to start, and you are only charged $3 on day 8 if you keep your subscription.
Yes. Cancel anytime before your trial ends from Manage subscription in your account menu and you will not be charged.
The free plan covers French markets only and never expires. The trial unlocks every global market for 7 days.
Search the first investment, open the compare view, then add a second stock or index. The comparison aligns both over exactly the same period and shows total return, volatility, lowest return and risk-adjusted return side by side.
Yes. Add up to 50 instruments with weights or quantities, choose a rebalancing rule, and the portfolio tool reports allocation, annual and cumulative returns, volatility, lowest return and risk-adjusted return.
Wealth Management Platform covers more than 40 global indices and thousands of listed stocks across the Americas, Europe, Asia-Pacific, the Middle East and Africa.
No. Market data may be delayed, incomplete or inaccurate, and it is provided for information only. It is built for research and long-term analysis, not for live trading or order execution.
No. It runs in any modern browser on desktop, tablet and mobile. Create a free account and start comparing straight away.
Individual investors who manage their own money and want comparable return and risk numbers across global markets without building spreadsheets. It is not a broker and it does not execute orders.
Create a free account, see which one actually paid you for the risk you took, and model what that mix would have done to your portfolio.
No credit card. Cancel anytime.
