Every asset. Every portfolio. One 360 view.
Portfolio 360 is the multi-asset portfolio, analytics and reporting engine we built and battle-tested on the RebelTrade platform and the Rebel Investor Club. It is now available as a standalone product you can license, brand and launch as your own.
Already powering portfolio management on RebelTrade and Rebel Investor Club.
A complete portfolio layer, ready to license
Portfolio 360 covers the full lifecycle: aggregating positions, valuing them, analysing performance, and putting a defensible report in front of the end client.
Every asset in one view
Equities, ETFs, funds, bonds, crypto, cash and private or alternative holdings consolidated into a single position book.
Institutional analytics
Time-weighted and money-weighted returns, realised and unrealised P&L, allocation, exposure, risk and benchmark comparison.
Client-ready reporting
Scheduled and on-demand statements, tax-friendly exports and branded PDF reporting per client, household or mandate.
White-label by design
Your brand, your domain, your colours and your terminology — Portfolio 360 renders as a native part of your platform.
Connects to your data
Broker and custodian feeds, market data, CSV import, manual holdings and a documented API for anything bespoke.
Built for oversight
Role-based access, granular permissions, full audit trail and record keeping your compliance team can work with.
One platform, four very different businesses
The same engine adapts to how you make money — whether you run an execution venue, manage other people's capital, or ship a fintech product of your own.
Brokerages & trading platforms
Give traders a portfolio layer their execution platform never had — without building it in-house.
Wealth & asset managers
Run every client, household and mandate from one book, with reporting that goes out on time.
Fintech & embedded partners
Embed portfolio views and analytics into your own product through widgets or the API.
Individual investors
A self-serve tier for investors who want one honest picture of everything they own.
Hosted, embedded or API-first
Pick the integration depth that matches your engineering appetite. All three run on the same core platform and the same licence terms.
Hosted white-label
We host it, you brand it. Live on your subdomain with your theme, usually the fastest route to market.
Embedded modules
Drop portfolio, performance or reporting views into your existing app as authenticated embedded modules.
API-first
Use Portfolio 360 purely as a calculation and data engine behind your own interface.
See Portfolio 360 running on your data
A 30-minute walkthrough covering the product, the deployment model and the licence that fits your business.