The app offers institutional investors a reporting platform with diverse portfolio views. It displays performance, asset mix, risks, and other indicators through easy-to-navigate screens, including a scorecard for risk profiles.
Options with $0 commission and no contract fees. View real-time options chains and Greeks. Use rankings and screeners to identify potential opportunities. Set custom watchlists and analyze historical performance data. Place limit and market orders.
Track stock prices and portfolio performance with real-time updates. Add and manage stocks, ETFs, and other assets. Set alerts for price changes and monitor market trends. Generate detailed performance reports and analyze investment growth.