Palance

Maker

📌

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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1yr ago

Brian Perez

The detailed breakdown of what each plan offers is very clear. It’s nice to see such transparency about features and pricing.

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10mo ago

Finlay O'Neill

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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10mo ago

Abbas A.

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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10mo ago

Palance

Powerful portfolio analytics for everyone.

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