Custom analytics for active investors.
Data visualization and performance reporting built on read-only, client-authorized brokerage connections.
Portfolio visualization and analytics software. Read-only brokerage access. We don't execute trades or provide investment advice.
What We Build
Custom data pipelines
We connect to your brokerage accounts to pull positions, transactions, and balances via OAuth. Your data, unified for analysis and reporting.
Bespoke analytics + visualization
Dashboards, reports, and monitoring tailored to your workflow. Built to clarify performance, exposure, and risk.
Made by seasoned builders
We are repeat founders and engineers who build tools that hold up under real usage: clean data models, reliable pipelines, and fast iteration.
How We Work
We start with your reporting needs
We begin by understanding what you need to measure and monitor: performance, exposures, cash flows, and the metrics you care about.
We connect to your accounts
Read-only integration with your existing brokerage. We pull the data you need without storing credentials or taking any action in your accounts.
We build and iterate
Custom dashboards and tools that evolve with you. As your needs develop, we refine and extend your analytics alongside them.
Security & Privacy
No credentials stored. We authenticate via OAuth through your brokerage. Your login is never shared with us. All data is encrypted in transit and at rest.
Read-only access. We request only the permissions needed to view account data. We cannot place trades, move funds, or modify your accounts in any way.
You control access. Revoke authorization anytime through your brokerage settings. Your data, your call.
Who We Are
Leading Tone was founded by repeat technical founders with a track record of building and scaling VC-backed software companies. With backgrounds spanning product and engineering leadership at high-growth startups and major tech companies, we bring enterprise-grade rigor to the software we build.