Daily, transactional, on-demand attribution for equity and fixed income.
Running in your own Azure subscription, on your own data — so results match your reported performance and trading exposures.
We are not accepting clients yet. Register your interest and we will come to you when we open — the first month is free, with full access. We would also welcome your feedback on whether this is useful, and what is missing.
Your data, your subscription
Everything runs in an Azure subscription you own. Your holdings, transactions and benchmark data never leave it.
Results that reconcile
We use your data, so attribution ties back to your reported performance and your actual trading exposures.
Quick to implement
Clear templates for holdings, transactions and classifications cut implementation time.
Straightforward pricing
$100 per portfolio per month, with no limit on the number of users.