Portfolio Features

Add Programs with One Click

Choose from over 800 CTAs, managed forex managers, and other alternative investment programs. It’s easy to add programs to your custom portfolio. All it takes is a single click.

Adjust Your Strategy

Make adjustments to your portfolio at any time. You can add and remove programs, alter investment amounts, and even change the allocation dates.

Track Performance

View performance data for your portfolio as a whole and for each individual program. Includes easy access to historical returns, current value, and manager details.