Global equity research for institutional investors.
The app provides institutional investors with a global equity research platform. It translates dense data into graphics, allowing money managers to spot opportunities and analyze trends.
Track expenses, set budgets, and save automatically
Track expenses with personalized categories and analyze spending trends. Set budgets and receive alerts for overspending. Sync transactions across devices and generate detailed reports. Manage multiple accounts and view cash flow summaries.
Calculate metrics such as present value, future value, and net present value. Analyze investments with IRR and NPV. Perform bond valuation and cash flow analysis. Support amortization, loans, and Canadian mortgages.