What is risk-adjusted return, and why does it matter?
Risk-adjusted return measures how much return an investment produced for each unit of risk taken, rather than looking at return on its own. Two investments can finish in the same place while one of them was far more punishing to hold.
Does Wealth Management Platform give investment advice?
No. Wealth Management Platform provides market data and analysis tools. Nothing on the platform is investment advice or a recommendation to buy or sell any security.
What is Wealth Management Platform?
Wealth Management Platform is a digital wealth management platform for individual investors. It measures the real historical return, volatility, lowest return and risk-adjusted performance of more than 40 global indices and thousands of listed stocks, so you can compare investments and model a portfolio on evidence rather than on projections.
Is Wealth Management Platform free?
Yes. The free plan covers French markets, needs no account and no card, and includes comparison and portfolio modelling. Premium opens every global market.
How do I compare two investments?
Search the first investment, open the compare view, then add a second stock or index. The comparison aligns both over exactly the same period and shows total return, volatility, lowest return and risk-adjusted return side by side.
Can I analyse a whole portfolio?
Yes. Add up to 50 instruments with weights or quantities, choose a rebalancing rule, and the portfolio tool reports allocation, annual and cumulative returns, volatility, lowest return and risk-adjusted return.
Which markets are covered?
Wealth Management Platform covers more than 40 global indices and thousands of listed stocks across the Americas, Europe, Asia-Pacific, the Middle East and Africa.
Is the data real-time?
No. Market data may be delayed, incomplete or inaccurate, and it is provided for information only. It is built for research and long-term analysis, not for live trading or order execution.
Do I need to install anything?
No. It runs in any modern browser on desktop, tablet and mobile. Create a free account and start comparing straight away.
Who is Wealth Management Platform for?
Individual investors who manage their own money and want comparable return and risk numbers across global markets without building spreadsheets. It is not a broker and it does not execute orders.