AFFORDABLE INTELLIGENCE

The analytical edge
for investors, researchers and analysts.

A unified platform for global market intelligence, institutional-grade research and portfolio analytics — multi-asset class coverage.

PLATFORM OVERVIEW

Everything in one terminal

THE TERMINAL

Click to enter →

TERMINAL

Portfolio

Equity

Fixed Income

Commodities

FX & Cash

Cross-Asset

Research

Security Analysis

Graph Studio

News

Watchlist

Overview

Positions

Analytics

History

Total NAV

$111,144

+2.4% MTD

Daily P&L

$3,259

2.85% today

Equity XIRR

30.25%

Since inception

Positions

24

8 sectors

FIDES · AI ANALYST

An analyst that knows your workflows

Fides reads your portfolio, live market data and filings — then answers like a colleague: peer comparisons, one-page memos, daily digests and charts applied straight to your workspace.

✓Memos — deep dive on data sourced from Terminal, in structured, repeatable formats
✓Portfolio digests sent to your inbox
✓Charts built and applied from plain English
✓Handover recurring tasks to Fides

Pro trial included with sign-up

Fides

Replay · recorded session

9 Modules · 45+ sub-modules · Customisable

CAPABILITIES

Intelligence - easy to understand and intuitive

S&P 500 Market HeatmapEQUITY

AAPL

+1.24%

MSFT

+0.87%

NVDA

+3.41%

AMZN

-0.54%

META

+2.18%

GOOGL

+0.32%

BRK.B

-0.12%

JPM

+1.05%

TSLA

-4.22%

UNH

+0.78%

+0.56%

LLY

-1.33%

XOM

+2.14%

JNJ

-0.43%

+0.94%

AVGO

+1.87%

-0.66%

CVX

+1.44%

+0.21%

MRK

-0.89%

COST

+1.12%

ABBV

-0.33%

CRM

+0.67%

BAC

+0.44%

Deep LossLossFlatGainStrong Gain

DFM Seasonality HeatmapEQUITY

Month	2023	2024	2025	2026 YTD
Jan	+3.2	+1.9	-2.4	+1.1
Feb	-1.9	+2.7	+0.9	+2.3
Mar	+4.1	-0.5	+1.6	-
Apr	+2.8	+3.2	-3.0	-
May	-0.4	+1.6	+2.1	-
Jun	+1.9	-1.2	-0.8	-
Jul	+5.3	+4.9	+3.3	-
Aug	-2.1	+0.7	-1.5	-
Sep	+0.9	-2.3	+0.9	-
Oct	+3.4	+2.1	+4.2	-
Nov	+2.7	+1.3	-1.9	-
Dec	-1.2	+0.9	+2.4	-
Total	+18.77	+15.22	+5.91	+3.47