QuantScope
PRIVATE BETA
PORTFOLIO INTELLIGENCE · RISK ANALYTICS
Every account.
One clear picture.
Connect every brokerage, measure return without cash-flow distortion, and see the risk sitting behind it — in one workspace.
Read-only by default · Credentials never reach the browser · Cancel anytime
TOTAL PORTFOLIO VALUE · 6 ACCOUNTS
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PORTFOLIO ———
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CONNECTS WITH YOUR BROKERAGE
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TRY IT WITHOUT AN ACCOUNT
Click through
the real thing.
Every view below is the live product running on sample data — the same tables, the same math. Switch views and see exactly what you get before you request access.
Family portfolio
Fidelity · Schwab · Coinbase
SAMPLE DATA
TOTAL VALUE
$1,284,930
TODAY P&L
+$4,182
VS. S&P 500 · 1Y
+4.7%
TICKERPOSITIONVALUEWEIGHT1Y
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Where the money actually is
Combined across six accounts at three brokers
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CONCENTRATION WATCH
Technology is 8 points above your target.
Most of it is NVDA and AAPL held twice — once at Fidelity, once at Schwab. Netting the duplicates changes your beta more than any trade would.
Diversification score 82 · 7 sectors · 148 positions
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Stress test · modelled drawdown
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MEASURED PROPERLY
Returns tell you
what happened.
Risk tells you how.
Deposits and withdrawals distort every simple return number. We reconstruct the full cash-flow history, then report time- and money-weighted return side by side — against your chosen benchmark, over every available window.
MEASUREPORTFOLIO{{ lpBenchName }}WHY IT MATTERS
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Live in under two minutes.
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SECURITY
Your credentials never touch our front end.
Broker connections run through OAuth on the backend. Tokens are encrypted at rest, read-only by default, and the browser only ever receives computed analytics — never a key, secret, or password.
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PRIVATE BETA · LIMITED SEATS
See the portfolio.
Understand the risk.
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Bring every connected account into one measured view.
QuantScope © 2026
Terms & Conditions
Not investment advice. Analytics for informational purposes.
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PRIVATE BETA
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PRIVATE BETA · LIMITED SEATS
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beta access.
Seats are released in small batches so every connected portfolio gets reconciled properly. Tell us where you hold accounts and we will send an invite.
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MOST POPULAR
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Terms & Conditions
Both plans include a seven-day free trial. Cancel any time from account settings.
Not investment advice. Analytics for informational purposes.
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AFTER YOUR TRIAL
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QuantScope
GET CONNECTED
Connect your brokerage
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Credentials are stored in this browser for local use. Use paper or test credentials while testing.
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Checking linked brokerages…
Opening the secure broker portal…
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Loading available brokerages…
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QUANTSCOPE WILL BE ABLE TO
✓ View account balances & equity
✓ View positions & transaction history
✕ Place trades or move money
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This usually takes a few seconds.
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