All services

Wealth management software for investors who want depth—not delegation.

QuantRidge connects cash flow, portfolio analytics, tax tracking, retirement projections, and goal planning in one subscription. You keep custody and make every decision; we provide the models, data, and AI-assisted research to support them.

Whether you are optimizing a taxable brokerage, managing equity compensation, or planning a home purchase alongside your portfolio, each service maps to real tools inside the app—not generic advice or outsourced management.

Explore the seven service areas below. Each page explains what the software does, how it fits your workflow, and where to start in QuantRidge.

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Credit card required for subscription after trial.

Invest

Tax

Retire

Goals

Home

Equity

Cash

How services connect

Wealth is not siloed. Surplus cash flow funds investments; investments create tax events; retirement and legacy goals depend on both. QuantRidge links these layers so you see the full picture.

Cash flow

Know your surplus

Investment

Research with clarity

Tax

Lots & harvesting

Retirement

Project decades ahead

Legacy & goals

Plan beyond the quarter

Explore each service

Portfolio NAV

$284,913

+14.2%

Invest with clarity.

Investment

Build conviction in every position with portfolio analytics built for serious investors.

QuantRidge combines live market data, valuation models, risk dashboards, and AI-assisted research so you can evaluate positions with institutional-grade tooling—without giving up control of your accounts.

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YTD realized

$18,420

2 wash alerts

Keep more of what you earn.

Tax

Evaluate filings, harvest losses, and project tax impact before you trade.

Track realized gains, wash sales, tax lots, and CPA-ready exports. QuantRidge surfaces harvesting opportunities alongside your live portfolio so tax efficiency is part of every decision—not a year-end scramble.

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Path to retirement

Age 67 · $2.1M target

Fund the life you want.

Retirement

Build retirement strategies grounded in projections—not guesswork.

Retirement models, goal-based planning, and scenario analysis help you understand whether your savings rate, allocation, and withdrawal plan match the life you want—decades before you stop working.

Family goals

Plan beyond the next quarter.

Legacy & Goals

Align estate, education, and protection goals with your financial plan.

Financial goals, education savings trackers, and insurance context help families coordinate what matters beyond the next quarter—education funding, major purchases, and generational wealth transfer.

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Primary residence

$485,000

est. value

Equity 32%Mortgage 68%

Property in context.

Real Estate

Analyze property decisions alongside your investable portfolio.

Whether you are buying a primary residence, holding rentals, or weighing rent-vs-buy, QuantRidge helps you understand liquidity, leverage, mortgage math, and tax exposure in the context of your full net worth.

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RSU grant

4,000 shares

25% vested

ISORSU

Equity without surprises.

Equity Compensation

Understand ISOs, NSOs, RSAs, and RSUs—and the tax events that follow.

Model grant value, vesting schedules, exercise timing, and liquidity events so equity-heavy compensation does not surprise you at tax time or when shares unlock.

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Monthly flow

$8.2k

$6.1k

Out

$2.1k

Surplus

Income

Invest

Know your surplus.

Cash Flow

See where money comes in, where it goes, and what you can invest.

Linked accounts, transaction history, and budgeting views help individual investors close the gap between income and intentional investing—so surplus dollars reach goals instead of sitting idle.

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One platform for your full wealth picture

Link accounts, run models, track taxes, and plan retirement—all in QuantRidge. Start with a 14-day trial; credit card required for subscription.

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