📄️ 1031 Exchange Planning
Plan and execute 1031 exchange: identify replacement properties, track timelines, ensure compliance.
📄️ Airdrop Tracking Automation
Track airdrop eligibility, claim airdrops automatically, and optimize for future airdrops.
📄️ Angel Investing Deal Flow
Manage angel investing deal flow: sourcing, screening, due diligence, portfolio construction, follow-ons.
📄️ Asset Allocation Rebalancing
Automated portfolio rebalancing to maintain target asset allocation within tolerance bands.
📄️ Benchmark Comparison Analysis
Compare portfolio performance against relevant benchmarks with statistical significance testing.
📄️ Collectibles Management
Track collectibles (art, watches, wine, cars): acquisition, authentication, valuation, insurance, selling.
📄️ Commodity Tracking Futures
Track commodity exposure via futures, ETFs, or physical: gold, silver, oil, agriculture, natural gas.
📄️ Crowdfunding Investment Tracking
Track crowdfunding investments (real estate, startups): capital deployed, updates, valuations, exits.
📄️ Crypto Tax Reporting
Comprehensive crypto tax reporting including transactions, income, staking rewards, and DeFi activity.
📄️ Deal Analysis Rental Property
Comprehensive rental property analysis: cash flow, cap rate, cash-on-cash return, IRR, exit scenarios.
📄️ Defi Yield Tracking
Track DeFi positions across protocols (Aave, Compound, Uniswap), calculate APY, monitor impermanent loss.
📄️ Diversification Analysis Alternatives
Analyze alternative investment diversification: correlation, concentration, liquidity profile, risk contribution.
📄️ Dividend Tracking Automation
Automated tracking of dividend payments, reinvestment calculations, and yield-on-cost analysis.
📄️ Due Diligence Checklist
Automated due diligence workflow for real estate: inspections, title, appraisal, insurance, HOA.
📄️ Earnings Tracking Calendar
Track upcoming earnings reports, pre-announce trades, and analyze post-earnings moves.
📄️ Exit Planning Strategy
Plan optimal exit strategy: timing, 1031 vs cash out, seller financing, rent-to-own, BRRRR refinance.
📄️ Fee Analysis Optimization
Analyze portfolio fees (expense ratios, advisor fees, trading costs) and identify optimization opportunities.
📄️ Financing Comparison
Compare financing options: conventional, FHA, portfolio, DSCR, hard money, seller financing.
📄️ Fundamental Screening Value
Screen for value stocks using fundamental metrics: P/E, P/B, dividend yield, quality factors.
📄️ Hedge Fund Analysis
Analyze hedge fund investments: performance, risk metrics, liquidity, fees, manager due diligence.
📄️ Lp Reporting Automation
Automated LP reporting for fund managers: performance, holdings, distributions, capital calls, compliance.
📄️ Market Alerts Crypto
Real-time crypto market alerts for price movements, volume spikes, whale transactions, and news.
📄️ Market Analysis Daily
Automated daily market analysis including sector performance, market breadth, and trend identification.
📄️ Nft Portfolio Management
Track NFT holdings, monitor floor prices, analyze rarity, and identify selling opportunities.
📄️ Performance Reporting Monthly
Generate monthly portfolio performance reports with benchmarking, attribution analysis, and trend visualization.
📄️ Portfolio Analysis Comprehensive
Complete portfolio analysis with asset allocation, performance metrics, risk assessment, and rebalancing recommendations.
📄️ Portfolio Health Dashboard
Real-time dashboard showing portfolio health metrics, alerts, and actionable insights.
📄️ Portfolio Hedging Strategies
Implement portfolio hedging using options, inverse ETFs, or short positions to protect against downside.
📄️ Portfolio Rebalancing Crypto
Rebalance crypto portfolio to maintain target allocation across chains and tokens.
📄️ Position Sizing Calculator
Calculate optimal position size based on risk tolerance, portfolio value, and volatility.
📄️ Private Equity Tracking
Track private equity investments: capital calls, distributions, valuations, IRR, multiples (MOIC, DPI, TVPI).
📄️ Property Management Automation
Automate property management: rent collection, maintenance requests, expense tracking, tenant communication.
📄️ Real Estate Market Research
Comprehensive market research: population growth, job growth, supply/demand, price trends, best markets.
📄️ Reit Analysis
Analyze publicly-traded REITs: FFO, AFFO, dividend yield, NAV, sector exposure, quality metrics.
📄️ Rental Market Analysis
Analyze rental market: comparable rents, vacancy rates, demand trends, rental yield by neighborhood.
📄️ Retirement Planning Projection
Project retirement portfolio growth, calculate withdrawal sustainability, and optimize retirement strategy.
📄️ Risk Assessment Quarterly
Comprehensive quarterly risk assessment including portfolio volatility, stress testing, and risk tolerance alignment.
📄️ Risk Management Dashboard
Real-time risk monitoring showing total exposure, correlation, position heat map, and alerts.
📄️ Security Audit Crypto
Audit crypto security: check wallet permissions, revoke approvals, verify contracts, detect scams.
📄️ Staking Optimization
Optimize crypto staking across protocols to maximize yield while managing lock-up risks.
📄️ Startup Evaluation Framework
Comprehensive startup evaluation: team, product, market, traction, financials, competitive positioning.
📄️ Stop Loss Management Dynamic
Dynamically adjust stop-loss orders based on volatility, support levels, and profit targets.
📄️ Syndication Management
Manage real estate syndication: investor relations, distributions, reporting, compliance, asset management.
📄️ Tax Loss Harvesting
Identify tax-loss harvesting opportunities, ensure wash-sale compliance, and optimize capital gains/losses.
📄️ Technical Analysis Screening
Screen stocks for technical setups: breakouts, pullbacks, momentum, mean-reversion patterns.
📄️ Trade Execution Smart Order
Execute trades with intelligent order routing, slippage minimization, and execution quality monitoring.
📄️ Trade Journal Automation
Automatically log trades, analyze performance, identify mistakes, and track improvement.
📄️ Venture Portfolio Management
Manage venture capital portfolio: follow-on decisions, pro-rata calculations, valuation tracking, exit monitoring.
📄️ Wallet Management Multi Chain
Manage multi-chain crypto wallets, track balances, monitor transactions, and ensure security.
📄️ Yield Farming Automation
Automated yield farming: monitor APY, compound rewards, rebalance pools, and optimize gas.