Powerful analysis tools

The portfolio analyzer has comprehensive functions, can quickly integrate financial information and run powerful analysis functions, such as allocating ETFs and fund positions based on multiple grouping strategies, running custom reports, etc. You can also analyze the portfolio's Sharpe ratio, standard deviation, correlation, alpha and beta indicators based on the benchmarks selected by the user to help investors fully understand the risk and return characteristics of the portfolio. You can work with customers to determine their risk tolerance and recommend appropriate investment targets to provide customers with a personalized portfolio plan.

Multi-market multi-asset coverage

With its powerful trading platform, investors can trade stocks, options, futures, currencies, bonds, funds and other assets in more than 150 markets through one main account, and can also trade cryptocurrencies within the same platform, supporting capital injection and trading in multiple currencies as accounts, which can meet the diversified investment needs of different investors and facilitate building a global and diversified investment portfolio.

Convenient rebalancing tool
The rebalancing tool helps investors adjust different positions between multiple accounts and models, easily use target allocation percentages, batch management and investment in different portfolio strategies, improves the efficiency of rebalancing and reduces the cumbersomeness of manual operations.

Risk control and optimization

By monitoring customer positions, you can promptly discover the deviation of asset ratio from the target, and rebalance it in a single adjustment or large-scale allocation, so that the investment portfolio maintains a reasonable risk level, avoiding the large risks due to the excessive proportion of a single asset, and helping to achieve long-term and stable investment returns.