Your portfolio analysis,
made crystal clear by AI.
Upload your investment data. Our engine instantly generates an in-depth financial report on historical performance, cash flows, and risk metrics. In total privacy.
Upload your investment data. Our engine instantly generates an in-depth financial report on historical performance, cash flows, and risk metrics. In total privacy.
Visualize exact asset allocation, category-level breakdowns, and historical ROI.
Understand your exposure to volatility with risk metrics calculated over moving windows.
Secure in-memory processing. Your files are analyzed and immediately destroyed.
Precise breakdown of direct commissions and implicit trading spreads.
Our AI engine generates your comprehensive PDF report in a matter of seconds.
Discover the exact moment your investment recovers initial costs (Break-even).
Export data from your broker and upload the CSV/Excel file.
The AI engine cleans, categorizes, and analyzes your transactions.
Download your detailed, ready-to-use PDF report.
Free
€15
/month