Crosscut

This application consolidates and analyzes your investment holdings across all accounts, providing a extensive view of your stock portfolios, mutual funds, ETFs, and individual positions. It offers advanced features such as sector allocation analysis, company-level exposure, dividend tracking, portfolio valuation, fundamental metrics, watchlists, and performance insights, enabling users to understand their total market exposure, dividend income, and risk distribution. Primarily designed for individual investors, financial advisors, and analysts, it helps them optimize portfolio diversification, monitor asset allocation, and make better investment decisions by visualizing the underlying companies and funds they own, while solving problems related to fragmented account management and lack of detailed investment analysis.

Crosscut can be found in Investment Portfolio Management categories.