Capture analyst inputs through Excel uploads, direct platform entry, APIs, or automated SFTP workflows.

Translate recommendations, conviction scores, rankings, and proprietary signals into dynamic portfolios using customizable sizing rules.

Analyze returns, attribution, risk, exposures, hit rates, and performance across analysts, sectors, and strategies.

Benchmark analysts and mock portfolios across time periods, market environments, and investment styles.

Record recommendations, conviction, price targets, estimates, catalysts, and performance in one structured historical record.

Slice performance by analyst, sector, strategy, conviction, idea type, time horizon, market environment, and custom attributes.