Every position. One view.
Multi-asset portfolio tracking with AI scenario modelling. Equities, crypto, funds, and real assets — stress-tested against any macro event, reportable in one click.
Multi-asset / AI reports / real-time
Note: Portfolio Manager is in active development. Access is handled manually while deployment is prepared.
Who it's for
Individual investors
Stop juggling spreadsheets across brokers and wallets. One dashboard, real-time.
Family offices
Institutional-grade PDF reports. Rebalancing alerts. Scenario modelling across any macro event.
Operators with mixed assets
Equities, crypto, funds, and real assets tracked together. Position-level P&L with correlation heatmaps.
What it does
Multi-asset tracking
Equities, crypto, funds, and real assets in one view. Real-time price feeds with rebalancing alerts.
AI scenario modelling
Stress-test your portfolio against macro events: rate hikes, market crashes, correlation breakdowns. See the impact before it happens.
Institutional-grade reports
One-click PDF generation with position breakdown, P&L, allocation charts, and risk metrics. Ready to share with advisors or LPs.
Rebalancing alerts
Set target allocations. Get alerted when drift exceeds your threshold. Suggested rebalancing trades included.
Financial intelligence, simplified.
Multi-asset portfolio tracking powered by AI scenario modeling, reports, and real-time position views.
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