What is Palance?
Palance is a comprehensive portfolio analytics platform that gives investors a holistic view of their wealth across over 180,000 assets globally. By connecting broker accounts or using manual upload, users can unify stocks, ETFs, mutual funds, and crypto into one dashboard. The platform delivers institutional-grade analytics including risk and return modeling, diversification analysis, and context-rich news, helping users understand their true exposure and performance.
With features like benchmark comparison, correlation matrices, and "Days to Liquidate" metrics, Palance empowers users to optimize their portfolios without toggling between spreadsheets and apps. The platform uses secure, read-only data connections and offers a free tier for manual portfolio creation, with paid plans unlocking broker integration and advanced tools.
With features like benchmark comparison, correlation matrices, and "Days to Liquidate" metrics, Palance empowers users to optimize their portfolios without toggling between spreadsheets and apps. The platform uses secure, read-only data connections and offers a free tier for manual portfolio creation, with paid plans unlocking broker integration and advanced tools.
Features
- Unified Dashboard: View all stocks, ETFs, funds, and crypto in one place, eliminating the need to toggle between apps and spreadsheets.
- Risk & Return Modeling: See returns and volatility side-by-side with a benchmark and simulated portfolio for optimization.
- Smart Diversification: Get diversification metrics and correlation analysis to understand portfolio exposure.
- Contextual News: Receive news relevant to your holdings, providing market context for investment decisions.
- Multi-Broker Support: Connect major brokers like Interactive Brokers, Fidelity, Schwab, and crypto exchanges like Binance and Coinbase.
Use Cases
- Unify and analyze a multi-asset portfolio across stocks, ETFs, and crypto.
- Compare portfolio performance against benchmarks.
- Assess risk and diversification with advanced metrics.
- Gain contextual news insights for informed decision-making.
- Optimize portfolio structure using correlation and exposure data.
FAQs
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Is it safe to connect my brokerage and crypto accounts?
Yes. We use industry-leading, secure data aggregation partners (like Plaid or similar) that provide read-only access to your account data. Palance never stores your login credentials and we cannot execute trades or move funds. Your security is our highest priority, which is why we only use encrypted, token-based connections. -
Which brokerage accounts and exchanges do you support?
We support major global institutions, including Interactive Brokers, Fidelity, Schwab, and most major international brokers (IBKR, XTB, etc.). For crypto, we integrate with major exchanges like Binance and Coinbase and many others. If your broker isn't listed, you can always use our secure manual upload feature. -
What makes Palance different from my broker's free analytics?
Your broker focuses on providing very basic tracking services on the limited assets they offer. Palance is an unbiased, multi-asset analytics platform that provides institutional-grade analytics across all (almost) your assets (stocks, ETFs, funds, crypto) in one unified dashboard. We focus on advanced metrics typically reserved for professional asset managers. -
What is the universe of assets available on Palance?
Our analytics universe spans over 180,000 listings, including global stocks, ETFs, mutual funds, and major crypto assets. This is also the universe you can use for benchmarking comparison. -
What is included in the free version, and what requires an upgrade?
The Free Tier allows you to manually create two portfolios (max 10 total positions) and access all our insights like basic Performance, Exposure, and Diversification Analysis. The Starter and Premium tiers allow you to connect to your brokerage accounts, upload more portfolios and positions, unlock portfolio unification, and other more advanced features.
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