Palance

Know why your portfolio moved. Before it moves again.

62 followers

Know why your portfolio moved. Before it moves again.

62 followers

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Stock trading platforms

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Investing

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Analytics Databases

Palance is portfolio analytics for investors who want to know why their portfolio behaves the way it does. Bring your holdings and transactions together, then dig into what drove your returns, what the portfolio is sensitive to, and how it might hold up when markets turn. AI Insights helps you make sense of it all. Built for people who care about the details, without the learning curve or price tag of the tools professionals use.

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Launch tags:Fintech•Analytics•Investing

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Palance

Maker

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Hi everyone, the founder here. A quick recap on our business origin, coming from the hedge fund industry, I developed advanced portfolio analytics for institutions but always struggled to find suitable tools (outside of Excel) for managing my own portfolio. This led me to create Palance, an investment portfolio analytics platform, to empower all investors. We believe our platform has some savvy features as it offers: 1. Extensive (and exclusive) benchmarks (inc. ESG and "Legendary Investors") 2. Broad coverage with over 100,000 global listings (inc. Cryptos and Derivatives) 3. Accurate risk calculations for portfolios comprised of ETFs and Mutual Funds, 4. User-friendly UI/UX, 5. Significant affordability advantages, and lastly, 6. Unique AI/ML features (coming soon) We cater to both B2B and B2C segments and are enthusiastic about potentially partnering up with the right stakeholders to grow our presence. Let me know what you think - hope you enjoy it!

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2yr ago

Incredible product! Congratulations on the launch! Does it allow flexibility in connecting the data from any cloud provider? Or is it supposed to be connected from cold storage?

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2yr ago

Palance

Maker

@ashrita_kumar Hi Ashrita! Thanks for the feedback. Not quite yet, that will hopefully be amongst the next batch of features!

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2yr ago

This looks great - love to see the factor analysis you have in your Advanced pricing option. I have a similar idea on my "startup ideas" notes I wanted to build but haven't got round to building yet so very interested to see how you get on. Very interested to understand how you integrate portfolios from different brokers and how where you get your data from. Financial data isn't cheap - the reliable data anyways! Wishing you best of luck.

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2yr ago

Palance

Maker

@finlay_oneill Thanks for the support, and It's awesome to hear you had a similar idea. We're excited about the factor analysis feature too, it's currently simple but we're hoping to make meaningful improvements soon. Totally, good financial data sure isn't cheap. Appreciate your support and best wishes for your startup ideas. If you have more questions or want to chat, feel free to reach out.

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2yr ago

Congrats on launch of Palance....

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2yr ago

Palance

Maker

@toshit_garg thanks Toshit

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2yr ago

Forum Threads

p/palance

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1mo ago

What’s the first thing you check when your portfolio moves?

I m Abbas, the founder of Palance. We build portfolio analytics for people who want to know why a portfolio did what it did, not just what it s worth today. Attribution, sensitivities, simulation, and an AI assistant for when you d rather ask than click.

I m curious how people actually use this stuff. When your portfolio jumps or drops, what do you reach for first? A breakdown of what drove it, a stress test, or a quick look and a deep breath? And what s the question you wish your portfolio tool could answer but can t? The weirder the better. Some of our best ideas started as this is probably too niche and turned out to be what everyone wanted.

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