Individual investors
Stop juggling spreadsheets across brokers and wallets. One dashboard, real-time.
<- All productsFULL PRODUCT DETAILSFULL PRODUCT DETAILS
◇
Portfolio Manager
Financial intelligence, simplified
Multi-asset portfolio tracking powered by AI scenario modeling, reports, and real-time position views.
- Track equities, crypto, funds, and real assets in one view
- AI scenario modeling: stress-test any macro event
- Institutional-grade PDF reports with one click
- Real-time price feeds and rebalancing alerts
LIVE PRODUCT MAP / FULL DETAILS BELOW
IN BUILDSERVER
WHAT YOU GET
Multi-asset / AI reports / real-time
Product detail
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.
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.
Capabilities
What the module provides.
Portfolio Manager is in active development. Access is handled manually while deployment is prepared.
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.