We bring all you own into one place, analyse it and explain it back in jargon free language.
Upload multiple portfolios and illio will consolidate all positions across asset classes, geographies, currencies, sectors and for custodians/brokers.
Asset class coverage includes:
Equities, ETFs and Options
Real Estate and Real Assets
Private investments such as Hedge Funds, Venture Capital and Private Equity
Evaluate portfolio performance using a risk/return chart, histogram of returns, and benchmark sensitivity via instrument and portfolio level beta.