USD and CAD only, US and Canadian exchanges, and US-focused tax and Social Security modelling. Proxy securities and Asset Groups are the workarounds.
View moreMonte Carlo runs on a detailed model, not one return figure - portfolio composition, contributions, spending, taxes and life events all feed into it.
View moreThe AI Assistant handles portfolio analysis, security comparisons, draft portfolios, stress testing, retirement planning, and recommendation explanations.
View moreYour linked or manually added accounts, position-level holdings and preferences, combined with market and forecast data to tailor insights.
View moreThe Economic Map is a knowledge graph of thousands of indicators and their causal links, updated continuously from government and market sources.
View moreBeta measures how sensitive your portfolio is to market movements. Beta = 1.0 moves with the market; above 1.0 is more volatile; below 1.0 is defensive.
View moreYour data is never sold. Connected accounts are aggregated to look for patterns and diversification opportunities aligned with your stated objectives.
View moreRisk match measures how closely your portfolio's actual risk lines up with the risk tolerance you stated in your investor profile.
View moreA guided checklist covering the basics: making a will, documenting medical wishes, and keeping beneficiaries current so your assets pass as intended.
View moreWealth impact describes the direction of a cash flow: Increase (money in), Decrease (money out), or Transfer (moving between account types).
View moreOnly two fields are required: the ticker symbol, plus either quantity or current USD value. Account name, purchase date and cost basis improve accuracy.
View moreRecommendations refresh when your portfolio, market conditions, or forecasting models change. Common causes: account sync, draft applied, or weekly update.
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