Platform
Every holding. One coherent portfolio.
Bring brokerage accounts, manual positions, currencies and asset classes into one source of truth.
Portfolio value by accountHover to inspect month-end values
LIVEInteractive Brokers$472KSaxo$248KManual$103K
Asset coverageHover over a security
LIVEPalance normalises the structure around every holding so the rest of the platform can analyse the portfolio consistently.
- 180,000+ assets across 70+ exchanges
- Read-only connectivity to 35+ financial institutions
- FX-normalised positions with source provenance
- Manual and connected accounts in one model
01
Connect
Authorise supported financial institutions through a read-only connection flow.
02
Normalise
Resolve identifiers, currencies and position weights into a canonical portfolio.
03
Reconcile
Keep connected and manually maintained holdings aligned with visible provenance.
· Platform
Every holding. One coherent portfolio.
Bring brokerage accounts, manual positions, currencies and asset classes into one source of truth.
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