Markets,
in clarity.
Palance is the single surface for everything you hold, across brokerages, asset classes, currencies, and time horizons. Institutional-grade analytics, calmly designed.
Every account.
One source of truth.
Connect any broker, custodian or wallet via read-only links. Palance reconciles holdings across currencies and asset classes into one canonical portfolio, without you ever exporting another CSV.
Stocks, ETFs, funds, crypto.
One coherent surface.
- Read-only connectivity to 35+ supported financial institutions.
- FX-normalised, position-weighted, drift-aware.
- Daily reconciliation with full provenance.
- Manual entries sit alongside live integrations, same model.
Institutional analytics.
Personal portfolio.
The same factor exposures, attribution models and risk decomposition that the buy-side runs, surfaced in a workspace that respects your attention.
Decompose the return.
Compare the structure.
- Annualised risk & return, time-weighted and money-weighted.
- Rolling alpha & beta against any custom benchmark blend.
- Return contribution by position, sector, factor and currency.
- Look-through to fund & ETF constituents, at the lot level.
See the shape
of your risk.
Concentration, correlation, drawdown, factor and currency exposure, continuously computed. Palance shows you the risks your spreadsheet hides behind position weights.
Crowded trades, hidden bets.
- Drawdown analytics, current, max, recovery time, underwater curve.
- Rolling diversification, average correlation and beta versus benchmark.
- Pairwise correlation matrix with a portfolio diversification score.
- Stress tests against historical replays and hypothetical shocks.
An analyst that reads
everything.
Palance AI continuously scans your portfolio, the news flow, the filings, and the implied-vol surface, and surfaces only what warrants your attention. With evidence. With reasoning.
Signal, not subscriptions.
- Insights grounded in your holdings, your mandate, your history.
- Every claim cites its source, model, document or data point.
- Ask anything: “what if I sold half my INTC?”, get a real answer.
- Quiet by default. We won't email you about a stock you don't own.
Reports your
clients respect.
Generate fully-branded client statements, fund updates and audit packs, at the period of your choosing, without ever leaving Palance. Print-ready. Watermarkable. Bilingual.
The deliverable, automated.
- Templated client statements with your typography and marks.
- Compliance-grade audit trails for every line item.
- Schedule monthly / quarterly / on-demand exports.
- Native EN / JA / ZH / DE / FR localisation.
Test the portfolio
you could hold.
Compare your true transaction history with static, periodically rebalanced, and custom counterfactual portfolios before making a decision.
Change the rules. Keep the evidence.
- Set equal or custom target weights and rebalance from daily to annual.
- Add securities outside the current portfolio or remove existing positions.
- Compare every scenario with your selected benchmark and true portfolio.
- Explore return, VAMI, risk, drawdown, and rolling alpha and beta over any date range.
Running an institution?
We build bespoke multi-asset portfolio platforms for funds, family offices and UHNWI desks, replacing the patchwork of vendor data, PDFs and spreadsheets with a single, branded system.
Explore Palance for Institutions →From the
desk, directly.
Notes from professionals who run capital with Palance, across funds, banks, and family offices.
Smarter moves.
Better results.
Join the investors and asset managers who see the market clearly, before it moves. Onboarding takes minutes. Read-only by design.