Wealth management platform · 40+ global indices · Real historical data

See what actually worked, then decide where to invest

A wealth management platform for people who manage their own money — every decision backed by real historical evidence, never projections.

40+ global indices · Real historical returns · No card needed

Discover the best investments

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

$0

Free plan on French markets, no account and no card

What is Wealth Management Platform?

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.

How it works

From a search to a decision, in three steps

Search, compare, model. Every step works on the free plan.

  1. Search an investment

    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.

  2. Compare investments side by side

    Add a second investment and read return, volatility and lowest return over exactly the same period. No eyeballing two charts.

  3. Model and analyse the portfolio

    Set your weights, choose a benchmark, and see what that mix returned year by year and what it cost you in risk.

Compare

Compare investments side by side

  • The question is never which one went up. It is which one paid you enough to justify the risk.
  • Aligned over the same period: total return, annualised return, monthly volatility and monthly Sharpe ratio.
  • The lowest return of each investment — the worst moment you would have lived through — so an index and a stock compare fairly.
Compare two investments
WM Platform compare view: LVMH (MC.PA) and L'Oréal (OR.PA) side by side, with trailing returns, annualised return, monthly volatility, Sharpe ratio and best and worst years
Portfolio

Portfolio analysis: model it, then measure it

  • Build the mix you are considering, up to 50 instruments, by asset, region and sector.
  • Backtest the portfolio against a benchmark of your choice, year by year.
  • Risk-adjusted return sits next to performance, not three clicks away.
Try the free portfolio analysis tool
WM Platform portfolio view: return contribution by year for each holding, with positive contributions in green and negative in red, and the portfolio total per year
Watchlist

Portfolio monitoring, all in one place

  • Keep everything you are researching in one place, then move it into Compare or the portfolio tool without searching for it again.
  • Save stocks and indices while browsing, across every market.
Start a watchlist
WM Platform instrument performance table: each holding with its allocation, cumulative return, annualised return, monthly volatility and monthly Sharpe ratio

Global indices, grouped by region

The Americas, Europe, Asia-Pacific, the Middle East and Africa in one view.

Browse all global markets
Academy

Learn how the numbers work

Plain-language guides on portfolio construction, index comparison, and risk.

Visit the Academy

Built for portfolio management, not for noise

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.

Real history, nothing modelled

Every number comes from what actually happened. Nothing is simulated, forecast or projected.

True side by side

Two investments aligned on the same period and the same scale, not two charts you have to eyeball.

Risk, not just return

Volatility, lowest return and risk-adjusted return sit next to performance, not three clicks away.

Global coverage

More than 40 indices and thousands of listed stocks across the Americas, Europe, Asia-Pacific, the Middle East and Africa.

No spreadsheets

Every calculation is done for you — add holdings and read the results.

How we measure

What we measure

Total and annualised return, monthly and annual returns, volatility, lowest return and risk-adjusted return — the same numbers on every instrument.

What we do not do

No forecasts, no simulations, no buy or sell signals, and no order execution. Nothing on this platform is investment advice.

What you should know

Market data may be delayed or incomplete, and we label it when it is. Verify anything that matters before you act on it.

Pricing

Start free. Upgrade for the markets you actually invest in.

Free

Best place to start

$0 / month

  • CAC 40 index and French-listed stocks
  • Compare investments and model portfolios (France)
  • Historical annual and monthly returns, volatility and risk metrics
Create free account

Premium

$19 /month

  • All 40+ global indices and every global stock
  • Compare and model portfolios across every market
  • Everything in the free plan, worldwide
See all plans

French markets stay free forever. Premium opens every global market. See all plans

FAQ

Frequently asked questions

What is risk-adjusted return, and why does it matter?

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.

Does Wealth Management Platform give investment advice?

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.

What is Wealth Management Platform?

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.

Is Wealth Management Platform free?

Yes. The free plan covers French markets, needs no account and no card, and includes comparison and portfolio modelling. Premium opens every global market.

How do I compare two investments?

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.

Can I analyse a whole portfolio?

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.

Which markets are covered?

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.

Is the data real-time?

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.

Do I need to install anything?

No. It runs in any modern browser on desktop, tablet and mobile. Create a free account and start comparing straight away.

Who is Wealth Management Platform for?

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.

Put two investments side by side in under a minute.

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.