LUMINATEThree Steps to Institutional Intelligence
Connect your portfolio, let our institutional-grade engine analyze it, and receive actionable insights tailored to your exact positions.
1
Step 1
Step 1
Connect Your Portfolio
Instant Integration, Complete Privacy
- CSV Import: Download from any broker, upload in seconds
- Broker Connection: Secure read-only access via SnapTrade
- Manual Entry: Input positions directly
Your data is encrypted, never sold, and you control access.
2
Step 2
Step 2
Institutional Analysis
The Same Algorithms Used by Elite Funds
- Proprietary risk assessment models
- Income optimization algorithms
- Tax efficiency scanners
- Correlation analyzers
- Options strategy generators
The same analysis that costs institutions millions, delivered in 30 seconds.
3
Step 3
Step 3
Actionable Intelligence
Professional Insights, Personal Control
- Specific opportunities in your portfolio
- Exact strategies institutions would implement
- Risk metrics and protection recommendations
- Income generation possibilities
- Tax optimization opportunities
Apply insights via self-directed trading, advisor consultation, or further research.
For illustrative purposes only. This is not investment advice. Investing involves risk of loss.