Complete Visibility Into Every Position

Real-time performance tracking that keeps you informed as markets move. See exactly where you stand at any moment — every position, every gain, every allocation — presented clearly in a single, unified view.

Know Exactly Where You Stand

Your portfolio tells a story, and MyAllies makes sure you can read it at a glance. No digging through spreadsheets, no manual calculations. Every number updates in real time as markets move.

Live profit and loss across every position, updated in real time throughout the day
Allocation breakdown showing how your capital is distributed across investments
Performance charts that let you track returns over any timeframe you choose

See Your Portfolio

CAPABILITIES

Tools for Smarter Portfolio Decisions

Performance Tracking

Interactive performance charts let you review returns over any time period. Spot trends, compare against benchmarks, and clearly see how your investment strategy is performing over days, months, or years.

Allocation Analysis

Visual breakdowns show how your capital is spread across investments, sectors, and asset types. Understand your diversification at a glance and ensure your portfolio stays balanced according to your strategy.

Reporting & Export

Generate detailed account statements and transaction reports for any date range. Review complete trading history, understand costs, and export data for tax preparation or record-keeping with just a few clicks.

Built for Serious Investors

Whether you manage your own investments or oversee portfolios for clients, MyAllies delivers the depth of analytics you need without the complexity you do not.

Institutional-grade tools like margin monitoring, buying power tracking, and risk exposure views are built directly into the portfolio dashboard. You get the same caliber of analytics that professional wealth managers rely on — presented in an interface anyone can use.

Margin monitoring with real-time buying power and cushion visibility
Institutional-grade analytics accessible through a clean, modern interface
Position-level detail with cost basis, unrealized gains, and day changes

Portfolio Management