Palance is a portfolio intelligence tool delivering detailed multi-asset insights and risk-return modeling for investors.
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.
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.
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.
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.
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.
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.