Palmy Solutions Log In
Welcome to Palmy

Portfolio Manager Advanced Insights For Retail Investors.

Create For Free
What set's us apart?

All In One Built To Outperform.

Take full control with our all-in-one portfolio managing solution. Say goodbye to manual tracking and let us do the hard work for you.

    • Alpha

      Palmy calculates Jensen's Alpha based on your custom risk tolerance and benchmark

      Formula

    • Beta

      Calculated through your selected risk-free rate & benchmark

      Formula

    • Volatility

      We periodically calculate the std. dev. of your excess return for your risk management Formula

    • Sharpe Ratio

      The calculation of the Sharpe ratio follows intuitively from the volatility

      Formula

    • Custom Benchmarks

      Not only for performance comparison - You also select your benchmark for our periodically α, β, γ calculations

      150 indices

    • Risk Free Rate

      Select an U.S. treasury bill as risk free rate so that we can use it for calculating your exact α, β, γ

      U.S Treasury Bills

    • KPI History

      We of course safe each KPI (α, β, γ) after calculation and present it for our PRO members

Get Started

Existing Portfolio: Easy Import

The portfolio manager has the option to use our CSV import solution (most popular choice).

We are already working on direct broker import solution.

Get Started

New Portfolio: Intuitive Setup

Palmy enables a smooth and easy start for your new portfolio. No matter if you search for ETFs or stocks.

Screen Automatically

From the first second on, you are able to use a screener within the portfolio to track all important financial figures.

Track Your Allocation

See your portfolio's market risks such as concentrations on certain geographical areas or sectors.

Export As PDF

We are currently working on excel exports as well. The PDF export tool is a great sharing perspective.

Control Your Privacy

It is up to you if you allow others to read the portfolio through the link or not. It's deactivated by default and secured by it's uuid too.

Performance

Track your performance over-time and benchmark it against indexes.

Rebalance At Anytime

You are always able to edit, delete or add a new investment.

Discover

There Is Even More Meet All Solutions

The Screener

The most powerful solution for finding new investments. Use our prebuilt screeners or build your own by applying custom criteria.

Details
PRO Research

Access the most proficient research solution for worldwide retail investing.

Details
Smart Watchlist

Best way to track stocks you may invest in. Integrated allocation view, news and event tracking to stay up to date.

Details
Plans

Simple pricing for great solutions

Trusted by retail investors, semi professionals, students, and numerous individuals representing companies across diverse industries worldwide.

Annual Pay Saved 25%
Monthly Pay

Lite

€0 /month

Super to explore - Free forever

Get Started
  • 10x Watchlists
  • 10x Custom Screeners
  • 1x Portfolios
  • Limited Stock Analysis
  • 3 Stocks Compared At Once

PRO Best Value

€9.75 /month

Use your competitive edge.

  • Priority Que
  • Export Charts and Tables
  • Unlimited Watchlists
  • Unlimited Screeners
  • 5x Portfolios
  • Unlimited Stock Analysis
  • 8 Stocks Compared At Once
    • See all benefits...

Data PRO

€34.99 /month

Available soon - API plan.

API Waitlist
  • API Access
  • Personal Usage
  • X Commercial/Distributive Usage
For Business

Partnerships

Let's connect and see if Palmy can fulfill your specific data needs.

Contact us
FAQ

Answering your frequent questions

Where do you get your data from?
Key components of the infrastructure include the Census Bureau, Department of Labor (DOL), USAspending.gov, USPTO, Food and Drug Administration (FDA), Federal Reserve Economic Data (FRED), Organisation for Economic Co-operation and Development (OECD), World Bank, OpenAI, Gemini, and manually compiled datasets such as those from Professor Damodaran. Non-SEC-related data primarily comes from Financial Modeling Prep (FMP). US Financials and 10-K/10-Q related information are sourced directly from the SEC.
How reliable is your platform?
Even though we are a very new startup, our current version, v. 0.2.4 is very reliable. We validate every financial number before it goes to the public by applying multiple algorithms.
What's the difference between PRO and Lite?
The key difference is quantity, and unlimited access to every PRO solution Palmy offers. Head over to the plan comparison for a detailed differentiation.
How do I upgrade to a PRO plan?
Our payment gateway is Stripe. You either subscribe monthly or yearly with a valid debit/credit card. We also introduced "link" to subscribe. Become PRO
Can I cancel at anytime?
Yes, you can cancel anytime - No questions are required to be answered while you cancel.
What can we expect from future updates?
Optimizing the platform, fixing bugs as well as introducing new solutions mainly focused on providing exclusive insights related to SEC' financial data.
To name two concrete goals for the next 3 months:
  • Extracting voting power portions and shareholder proposals from the proxy DEF 14a.
  • Introducing supply chain analysis for U.S. stocks shipping worldwide products.
Can I use this platform on mobile?
Yes, you can access our platform on all devices, worldwide.
Is there a student discount?
Sure! Any student who is interested in Palmy PRO can contact us with a valid student e-mail to retrieve an unbeatable discount.
How to contact Palmy?
There are plenty of options listed inside our contacts page.