Feather Finance provides professional-grade portfolio management tools that enable individual investors to analyze their investments through time-weighted return calculations and profit/loss attribution. The platform integrates with Alpaca and Questrade, offering real-time data synchronization via a REST API for custom analyses and tax reporting.
Funding
Funding not disclosed
Founders
Product
Problem
Individual investors often lack access to sophisticated portfolio management tools, making it difficult to accurately analyze investment performance and understand profit and loss attribution. Existing solutions can be expensive, complex, and not tailored to the needs of individual investors.
Solution
Feather Finance is a portfolio management platform that provides individual investors with professional-grade tools to analyze their investment portfolios. The platform calculates time-weighted returns according to CFA Institute's GIPS standards and offers profit/loss attribution analysis for any period of interest. Users can filter and analyze subsets of their portfolio, examine time series of profits and losses by symbol, and access key portfolio metrics and tax reporting tools. Feather Finance also offers a REST API, enabling users to pull portfolio data into spreadsheets and third-party applications for custom analyses.
Target Audience
The primary target audience includes individual investors and independent advisors seeking institutional-grade portfolio management and analysis tools.
Features
- Time-weighted return calculations compliant with CFA Institute's GIPS standards
- Profit and loss attribution analysis for customizable periods
- Portfolio filtering and subset analysis
- Time series visualization of profits and losses by symbol
- Key portfolio metrics and tax reporting tools
- REST API for data integration with spreadsheets and third-party applications
- Integration with Alpaca and Questrade for real-time data synchronization