Palance

Palance is a portfolio intelligence platform designed for investors and financial professionals to understand and optimize their portfolios. It offers detailed analytics across over 180,000 global assets, including stocks, ETFs, mutual funds, and crypto, providing a unified view that simplifies complex financial data.

What Makes Palance Stand Out

• Comprehensive Asset Coverage: Supports a vast universe of more than 180,000 assets worldwide, integrating stocks, ETFs, mutual funds, and cryptocurrencies in one platform.
• Portfolio Unification: Aggregates multiple portfolios and brokerage accounts to offer a consolidated view, reducing the need for switching between apps or spreadsheets.
• Risk & Return Modeling: Visualizes returns and volatility side-by-side with benchmarks and simulated portfolios, helping users identify optimization opportunities.
• In-Depth Analytics: Provides advanced metrics such as diversification analysis, exposure breakdowns, and correlation insights typically available to institutional investors.
• Contextual News & AI Insights: Enhances portfolio data with relevant news and AI-driven analysis to assist decision-making.

Use Cases

• Individual Investors seeking a clear, comprehensive understanding of their diverse holdings beyond basic broker analytics.
• Financial Advisors and Asset Managers needing an unbiased, multi-asset comparison platform to support portfolio recommendations.
• Crypto Investors who want to consolidate digital assets alongside traditional investments for full exposure visibility.

Frequently Asked Questions

What is Palance?

Palance is a portfolio intelligence tool that offers detailed analytics and risk-return modeling across stocks, ETFs, mutual funds, and cryptocurrencies. It helps investors gain a holistic understanding of their portfolio performance and risks.

How does Palance differ from broker analytics?

Unlike brokers that typically provide limited analytics focused on a narrow set of assets, Palance delivers institutional-grade, unbiased multi-asset insights on one unified platform. It covers a broader asset universe and includes advanced metrics for deeper portfolio optimization.

Is it safe to connect my brokerage and crypto accounts?

Palance uses secure, read-only data aggregation partners with encrypted connections, ensuring credentials are never stored and no trades can be executed. Security prioritizes protecting user data throughout.

What are the limitations of the free version?

The free tier allows manual creation of up to two portfolios with a maximum of 10 positions total and access to basic performance and exposure insights. More advanced features and account connectivity require a paid subscription.

Which types of accounts and exchanges does Palance support?

Palance supports major global brokers such as Interactive Brokers, Fidelity, and Schwab, as well as prominent crypto exchanges including Binance and Coinbase. Manual upload options are available for unsupported providers.