Analytics & Reporting Built Around your Portfolio
We turn complex investment data into meaningful insights, tailored dashboards, clear metrics, and structured updates, all managed for you.
Cross-platform data consolidation
We gather data from your banks, funds, real estate, and private holdings — and bring it all together in one structured system.
Tailored dashboards for every asset class
Your dashboard is built to reflect your portfolio — with clear, custom visualizations across equities, bonds, private equity, and more.
Fully managed updates
No spreadsheets, no syncing — we handle every update for you so your reports always reflect the latest data.
50+
$100M+
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Clear investment visibility
Get a complete, structured view of your entire portfolio — across banks, funds, real estate, and more.
Personalized insights
Every dashboard is custom-built to reflect your strategy, preferences, and the metrics that matter most to you.
Secure, local-first setup
Your financial data stays on your machine — we never require banking logins or share your information online.
Multi-asset tracking
Track performance, yield, liquidity, and exposure across asset classes with tailored breakdowns and visuals.
Private equity & real estate clarity
Go beyond market data — we bring transparency to your private holdings, capital calls, and property performance.
Take control of your portfolio with clarity and confidence
We help you structure, visualize, and understand your investments — so you can make smarter, data-driven decisions without extra work.
Enterprise-grade security
Work with confidence knowing your data is protected by top-tier security protocols.
Ongoing support & updates
We manage the entire process — from data import to dashboard updates — so your reports are always current.
Customize your dashboard
We design your dashboard to reflect the structure of your wealth — with personalized insights that align with your strategy.
Tailored performance views
Visualize returns, exposure, and allocation across asset classes — curated to highlight exactly what matters to you.
Centralized investment data
We bring together all your holdings — public and private — into one clean, secure system with zero manual input required.
Frequently asked questions
Where is my financial data stored? Is it secure?
All your data is stored locally on your own computer — never in the cloud. We use open-source tools that run entirely on your system, so your sensitive information stays private and under your control at all times.
How do I get my investment data into the system?
We guide you through the entire process. Whether your data is in PDFs, Excel sheets, or banking statements, we help organize and import it during our setup sessions — no technical experience required.
Can you track real estate, private equity, and international investments?
Yes. The system is flexible enough to track public markets, private holdings, real estate, foreign accounts, and even less common assets. Everything is structured to reflect your unique portfolio.
What happens after the setup is done? Do I need to update it myself?
No — we offer ongoing sessions where we update your data, add new investments, and refine your dashboards. You’ll always have an up-to-date view without having to manage anything manually.
Take control of your entire investment portfolio
Start your journey toward clarity, structure, and smarter financial decisions — without spreadsheets, without hassle.
