Palance.co

Yes. We use industry-leading, secure data aggregation partners (like Plaid or similar) that provide read-only access to your account data. Palance never stores your login credentials and we cannot execute trades or move funds. Your security is our highest priority, which is why we only use encrypted, token-based connections.

We support major global institutions, including Interactive Brokers, Fidelity, Schwab, and most major international brokers (IBKR, XTB, etc.). For crypto, we integrate with major exchanges like Binance and Coinbase and many others. If your broker isn't listed, you can always use our secure manual upload feature.

Your broker focuses on providing very basic tracking services on the limited assets they offer. Palance is an unbiased, multi-asset analytics platform that provides institutional-grade analytics across all (almost) your assets (stocks, ETFs, funds, crypto) in one unified dashboard. We focus on advanced metrics typically reserved for professional asset managers.

The Free Tier allows you to manually create two portfolios (max 10 total positions) and access all our insights like basic Performance, Exposure, and Diversification Analysis. The Starter and Premium tiers allow you to connect to your brokerage accounts, upload more portfolios and positions, unlocks portfolio unification, and other more advanced features. For a full breakdown check out the pricing page in your profile.

There is no long-term contract. Palance is a flexible subscription service. You can upgrade, downgrade, or cancel your subscription at any time directly through your user profile settings. Changes take effect at the beginning of your next billing cycle.

We are an early-stage, user-focused platform driven entirely by community feedback. We are constantly iterating and upgrading. We offer priority support to all paid subscribers, and our team is always on hand to answer questions or help you onboard. We view our users as partners in building the next generation of investment tools.