Features
Blazingly fast portfolio analytics engine
Customizable dashboards and reports
Real-time risk and performance monitoring
Scenario simulation and stress testing
Integration with major data providers
API-first architecture for custom workflows
Version-controlled model storage
Role-based access control for teams
Automated scheduling of analysis jobs
Interactive data visualizations and charts
Support for multi-asset-class portfolios
Historical analytics and backtesting
Natural language querying for instant insights
AI Dashboard Generator with customizable themes
Data transformation: clean, merge, filter, reshape
Text analysis: sentiment detection, keyword extraction, translation
Scheduled reporting with Playbooks
Code transparency: view and export Python, SQL, R code
AI SQL Query Generator from natural language
AI Chart Maker and Spreadsheet Generator
PDF to Excel and bank statement to Excel converters
Web scraping from any website
Embeddable analytics chat with iframe
Knowledge Base for improved SQL accuracy
Row-level security for database connections
Data connectors: Google Sheets, BigQuery, Snowflake, MySQL, PostgreSQL, Supabase, MSSQL, and more
Data Explorer with curated datasets
