10Y YIELD4.312+0.65%EUR/USD1.0821-0.22%BITCOIN87,124.50+1.45%VIX19.84-5.34%FTSE 1008,634.10+0.50%NIKKEI 22535,617.56-0.79%USD/JPY151.24+0.25%ETHEREUM2,014.30+1.60%DAX22,456.78+0.85%10Y YIELD4.312+0.65%EUR/USD1.0821-0.22%BITCOIN87,124.50+1.45%VIX19.84-5.34%FTSE 1008,634.10+0.50%NIKKEI 22535,617.56-0.79%USD/JPY151.24+0.25%ETHEREUM2,014.30+1.60%DAX22,456.78+0.85%
AFFORDABLE INTELLIGENCE

The analytical edge
for investors, researchers and analysts.

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

60+GLOBAL INDICES
9ASSET MODULES
34RESEARCH SOURCES
Real-TimeDATA FEEDS
EQUITIESFIXED INCOMECOMMODITIESFX & CASHCRYPTOCROSS-ASSETRESEARCHNEWSALTERNATIVESEQUITIESFIXED INCOMECOMMODITIESFX & CASHCRYPTOCROSS-ASSETRESEARCHNEWSALTERNATIVES
PLATFORM OVERVIEW

Everything in one terminal

THE TERMINAL
Click to enter →
T
TERMINAL
Portfolio
Equity
Fixed Income
Commodities
FX & Cash
Cross-Asset
Research
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
Portfolio NAV
PortfolioBenchmark

9 Modules · 45+ sub-modules · Customisable

CAPABILITIES

Built for every layer
of the market

From equity screening to macro regime analysis, The Terminal unifies the analytical workflows that were only accessible to large institutional desks — until now.

01

Portfolio Construction & Security Analysis

Real-time NAV tracking, multi-asset position management, and P&L attribution — paired with deep-dive fundamental analysis built on normalized financials going back 30 years, analyst estimates, advanced screeners, and full peer comparison.

NAVAttribution30Y FinancialsScreenerPeers
Open →
02

Global Market Intelligence

60+ global indices, real-time quotes, economic calendars, earnings reports, and institutional flow data in a single workspace.

60+ IndicesReal-TimeFlows
Open →
03

Fixed Income Analytics

Yield curve construction, duration and convexity modelling, credit OAS spread monitoring, and bond pricing with DV01 sensitivity.

Yield CurveDurationOAS
Open →
04

Cross-Asset Correlation

Dynamic correlation matrices, regime detection, and intermarket analysis spanning equities, bonds, commodities, FX, and alternatives.

CorrelationRegimesIntermarket
Open →
05

Research Intelligence

34 curated sources from IMF, BIS, FRED, and leading sell-side desks. Organised, filtered, and connected to your portfolio themes.

34 SourcesCuratedStructured
Open →
06

Macro & Central Bank Tracker

G20 central bank policy rates, meeting calendars, global rate heatmap, CPI vs rate spread analysis, and monetary policy timeline.

Central BanksCPIPolicy
Open →
PLATFORM SCREENS

Analytical views - 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%
V
+0.56%
LLY
-1.33%
XOM
+2.14%
JNJ
-0.43%
MA
+0.94%
AVGO
+1.87%
HD
-0.66%
CVX
+1.44%
PG
+0.21%
MRK
-0.89%
COST
+1.12%
ABBV
-0.33%
CRM
+0.67%
BAC
+0.44%
Deep LossLossFlatGainStrong Gain
DFM Seasonality HeatmapEQUITY
Month2023202420252026 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
Cross-Asset Correlation MatrixCROSS-ASSET
SPXTLTGLDEUR/USDBTCVIXOIL
SPX1.00-0.420.180.220.51-0.820.36
TLT-0.421.000.340.29-0.180.47-0.21
GLD0.180.341.000.410.280.120.23
EUR/USD0.220.290.411.000.310.080.17
BTC0.51-0.180.280.311.00-0.440.29
VIX-0.820.470.120.08-0.441.00-0.31
OIL0.36-0.210.230.170.29-0.311.00
Global 10Y Yield MapRATES
United States4.31%10Y Treasury
LowMidHigh
US Yield CurveRATES
TodayPrior Year
3M2Y5Y10Y20Y30Y
2s10s: -43 bps2s30s: -26 bps
Credit & Spreads OASFIXED INCOME
IG OASHY OAS
IG: 87 bpsHY: 318 bps
JanMarMayJulSepNovJanMar
MODULES

Nine asset modules.
One platform.

01

Portfolio Management

Multi-asset, multi-currency portfolio with real-time P&L, XIRR, gross/net exposure, allocation breakdowns, and performance benchmarking. Supports bulk CSV/Excel import.

EQUITIESFIXED INCOMEDERIVATIVESCRYPTOFX
Open →
02

Security Analysis

Deep-dive fundamental analysis on any global ticker: normalized financials going back 30 years, analyst estimates, advanced screeners, peer comparison, DCF model, live charts, and GICS-based equity screener with quantitative filters.

30Y FINANCIALSESTIMATESDCFPEERSSCREENER
Open →
03

Global Equity Indices

52+ live indices across Americas, Europe, Asia-Pacific, MENA, and Frontier markets. 52-week range bars, constituent tables, heatmaps, and seasonality charts.

52+ INDICESHEATMAPSSEASONALITYCONSTITUENTS
Open →
04

Fixed Income

US Treasury yield curve with historical comparison, global sovereign rates, credit spreads, bond pricer, CDS pricer, and dot plot. Live OAS and duration data.

YIELD CURVEOAS SPREADSBOND PRICERCDSDOT PLOT
Open →
05

Commodities

21 commodities across Energy, Metals, Agriculture, and Softs — with futures term structure, supply/demand analytics, seasonality, and ETF tracking data.

ENERGYMETALSAGRICULTURETERM STRUCTUREETFs
Open →
06

FX & Crypto

Live FX rates covering major, minor, exotic, and pegged pairs. Top 50 crypto tokens by market cap with 24h volume, dominance, and real-time price updates.

MAJORSEM PAIRSCROSS RATESTOP 50 CRYPTO
Open →
07

Cross-Asset / Macro

Country-level economic dashboards for 41 nations, a cross-asset Pearson correlation matrix, and a live global macro intelligence view with tick-flash updates.

41 COUNTRIESCORRELATIONMACRO DASHBOARDTICK DATA
Open →
08

Research Centre

34 curated institutional research sources — Substacks, macro blogs, sell-side summaries — plus an AI assistant powered by OpenAI for on-demand security analysis.

34 SOURCESAI ASSISTANTMACRO RESEARCHSELL-SIDE
Open →
09

News & Intelligence

Curated financial news with category tabs, sentiment tags, source logos, and bookmark support. AI-generated Morning Brief summarising overnight developments.

LIVE NEWSCATEGORIESMORNING BRIEFBOOKMARKS
Open →
PRICING

Transparent pricing.
No hidden fees.

Start free, scale as you grow.

Starter
Free Trial for 15 Days

Full access to market data dashboards, news, and research. No credit card required.

Global equity & macro dashboards
Fixed income & FX live rates
Commodities & crypto feeds
News feed with morning brief
34 curated research sources
1 portfolio (up to 10 positions)
Pro
$25/ mo

Everything in Starter plus full portfolio management, AI research assistant, and advanced analytics.

Everything in Starter
Unlimited portfolios & positions
Multi-currency P&L and XIRR
Security Analysis with DCF model
Equity screener & peer comparison
AI research assistant (GPT-4o)
CSV / Excel bulk import
Watchlist with live tracking
Institutional
Custom

Dedicated infrastructure, custom data integrations, and priority support for funds and family offices.

Everything in Professional
Multi-user access & roles
Custom data source integrations
Dedicated cloud instance
Priority SLA support
Custom onboarding & training
Contact Sales
GET STARTED TODAY

Stop patching together
five different tools.

The Terminal gives you everything institutional investors use — in a single, unified workspace. Free to start.