Tracking portfolios and providing notifications for future rebalancing events ensures that portfolios stay aligned with target allocations. This proactive approach helps advisors to timely adjust portfolios, potentially capturing gains and managing risks efficiently.
See the difference between your model allocation and actual allocation to know how much a portfolio is different from the initial strategy.
Simulate trading during different periods of time; both start and end date.
Equily retains all rebalancing notifications so you can decide if and when to execute trades.
Equily automatically calculates both historical and current foreign exchange rates to provide an accurate view of performance in the currency of your choosing.