Curious about which investment decisions are truly driving your portfolio’s performance? Seeking powerful tools to make more informed, confident choices?
Our offer
Squaring the circle provides you with an online data driven personal assistant to manage your investment portfolio. By giving meaningful insights it can increase the performance of your investment portfolio significantly. Find our leaflet here or check out our performance, allocation, risk and valuation dashboards.
Key Features
- Aggregation, filtering and drilldown options facilitate quick analysis
- Portfolio performance drivers
- Detailed allocation overview
- Risk analysis and identification
- In-depth portfolio valuation analysis
- Execute Monte Carlo simulations to estimate fundamental stock value
Simplifying complex investment decisions
The intelligent assistant leverages historical data to uncover what strategies have succeeded, and pinpoint decisions that influenced past performance. It doesn’t stop there—looking forward, it empowers you with advanced tools to model fundamental stock values, and assess trend strength using sophisticated technical analysis, such that you invest in the right stock at the right time. Zooming out, you can simulate different macro economic scenarios to see help evaluate your portfolios positioning
Confidentiality and Compliance
- Secure Data Processing: All data is processed in a secure environment, ensuring compliance with legal and ethical standards.
- No Data Leakage: Ensures that none of the provided documentation or AI-generated insights are stored, reused, or shared in any public domain.
We prioritize the security of your personal and financial data. All information is securely encrypted both at rest and in transit, ensuring compliance with GDPR/CCPA and other global data protection standards. Your privacy is at the core of our service. Our platform utilizes robust data isolation mechanisms, ensuring that your portfolio data remains secure and separate from other users’ data.
Tailored recommendations, simplified
Our tool leverages advanced data analytics and AI to provide personalized insights and recommendations tailored to your specific needs. With its user-friendly interface, you can easily navigate and access valuable information. Additionally, our benchmarking feature allows you to measure your performance against key benchmarks. By harnessing the power of data, we provide actionable insights that help you make informed decisions.
Rocket Science Lab 