Case study · Custom software
Investment manager
All your wealth on one screen. Connect your brokers and accounts and see, at a glance, how much you hold, how much you're earning and where — with returns made clear, no spreadsheet required.
Portfolio
Sample dataPortfolio value · 12 months
Asset allocation
Connected accounts
Positions
| Asset | Value | Return |
|---|---|---|
| S&P 500 ETF | 52.300€ | +12,4% |
| Global Fund | 30.100€ | +7,8% |
| Bitcoin | 9.800€ | −4,1% |
| Apple | 8.600€ | +15,2% |
Return by year
Live demo coming soon
An interactive copy with a sample portfolio. No real financial data.
What it includes
Portfolio
All your wealth and how it's split, in one view.
Performance
Return by period, by account and by asset.
Account integration
Connect brokers and banks; balances flow in on their own.
Movements
Deposits, withdrawals and trades, neatly ordered.
Tax
Capital gains and figures ready for the tax return.
AI reports
A summary that explains, in words, how the portfolio is doing.
The challenge
Money spread across several brokers and accounts, each with its own site and app. Never knowing total net worth or real return without wrestling a spreadsheet and copying figures by hand.
The solution
A dashboard that connects every account and does the math for you.
- Total net worth and return, live
- Every broker and bank in a single view
- Capital gains and tax, up to date
- AI summarizes and flags what matters