Portfolio
Targets & drift
Equity targets, drift alerts, and — when wallets are configured — aggregated on-chain balances.
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Combined value
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Equities + on-chain
Top drift
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Across portfolios with targets
Realised P&L
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Year-to-date, lot-cost basis
Tools
On-chain wallets
No wallets connected — drift is equities-only
Read-only balance browser
Look up any address without persisting.
Tax estimator
Realised-PnL estimate based on lot-cost accounting.
Optimiser v2
Markowitz, Risk-Parity (± views), Black-Litterman, Max-Sharpe + efficient frontier scatter.
Drift & rebalance
Equity target management.
Try a what-if
Sandbox hypothetical trades and see Greeks / VaR / drift deltas — nothing is saved until you hit "copy to real portfolio".
Multi-currency view
PlannedPortfolio totals are shown in USD today. Converting them to your preferred currency with live FX rates — for holdings that span more than one currency — is on the roadmap and not yet live. You can already choose a preferred currency on /markets.