Palance

About Palance

Palance is built for investors and asset managers who hold assets across several brokerages, asset classes and currencies and want one view of them. It connects to supported brokers, custodians and wallets through read-only links, then reconciles holdings into a single portfolio normalized to one currency.

Beyond tracking, the platform offers analytics such as rolling alpha and beta against a chosen benchmark, return attribution by position, sector and currency, and look-through to the constituents of funds and ETFs. Risk tools cover drawdowns, correlation, diversification and stress tests against historical events and hypothetical shocks. An AI assistant summarizes insights from the portfolio and answers questions about it, with sources cited.

Palance also offers a simulation tool for comparing actual history with rebalanced or custom counterfactual portfolios, reporting for client statements, and a version for institutions. Investments stay with the existing financial institutions, and the site states that Palance does not take custody of assets.