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Take Control of Your Investments: Aggregate Your Portfolios in One Place

Updated: Mar 10

Are you tired of juggling multiple investment accounts and platforms? Do you find it difficult to keep track of all your portfolio investments? If so, then it's time to take control of your investments and aggregate your portfolio in one place. With's portfolio aggregation feature, you can conveniently manage all your investments in a single platform. Gone are the days of logging into multiple accounts and platforms to check the performance of your investments. With our AI-powered solution, you can easily access all your portfolio investments in one place. This not only saves you time and effort but also provides you with a comprehensive view of your overall investment strategy. By aggregating your portfolio, you can gain valuable insights into your investments. Our platform provides real-time, data-driven investment recommendations, allowing you to make informed decisions in the financial market. Whether it's monitoring your portfolio 24/7 or receiving alerts about important events and potential large losses, has got you covered. But the benefits of portfolio aggregation don't stop there. By having all your investments in one place, you can easily track your asset allocation and diversification. Our Diversification Assist feature helps you analyze your portfolio's diversification and identify any potential gaps or overlaps. This ensures that your investments are properly balanced and reduces the risk of overexposure to a single asset class. Furthermore, our Risk Manager feature allows you to assess the risk profile of your portfolio. By analyzing historical data and market trends, our AI-powered solution helps you understand the potential risks associated with your investments. This empowers you to make adjustments to your portfolio and mitigate any potential losses.'s portfolio aggregation feature also creates an ecosystem for retail investors. You can access relevant information for your investments, such as news updates and market insights, all in one place. This eliminates the need to visit multiple websites or platforms to gather information. With our platform, you can stay up-to-date with the latest developments in the financial market and make informed decisions. So why wait? Take control of your investments today and experience a completely new way of managing your portfolio with AI-powered solutions. Sign up for's portfolio aggregation feature and say goodbye to the hassle of managing multiple accounts and platforms. Our goal is to provide innovative and effective analytical tools for retail investors, and we are constantly working towards expanding our investor services. Join us on this journey and unlock the full potential of your investments.

Request Portfolio Aggregation Feature by sending an email to

Image that depict the concept of aggregating several investment portfolios into one single list of assets, using streams of light converging into a central point to symbolize the unification of data.
An abstract representation of several investment portfolios converging into a single one

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