The real product reading an example portfolio, not a mockup. The same engine you get when you sign in.
The same gesture, in every surface. A return resolves into the parts that produced it, in front of you.
Price appreciation on what you hold, realized and unrealized. The lane most products stop at.
Dividends and distributions, separated from price. Income is a different return than a rising quote, so we never merge the two.
Fees and commissions, reported alongside and never folded into the total. A return that hides its costs is not a return you can trust. So we keep it on its own line.
Pick a surface and you will see it working over the example portfolio. None of this is a render or a screenshot: it is the product, reading a ten year book.
Pick a surface
A deterministic engine reads the book and surfaces what matters: the factor your positions share, the names in correction, a drawdown. Every signal says whether it is rule-based or reference. Here 36% shares one growth profile, even though by names it looks diversified.
The hidden factor: different names that move for the same reason, with the weight they add up to.
Every alert states where it comes from, deterministic when the rules compute it over your book, reference when it is market context.
A chronological inbox, with whatever you have not read yet kept apart.
Six surfaces do not exhaust it. This is inside too, computed over your book from day one, not promised for later.
Returns by month and by year in a matrix, and the daily profit and loss in a calendar.
Four independent constants, risk, currency, concentration and costs, each with its band and its reading. Never a single score that hides what it is made of.
FIFO over your lots, by calendar year, with the currency conversion applied leg by leg and a glossary for every term.
A thirty day curve per name, and a side by side comparison before deciding whether it joins the portfolio.
By price threshold and by the day move, delivered in the same centre where the rest of the signals already live.
A band of scenarios rather than a single line: where your wealth lands with the contribution and horizon you set.
Example portfolio throughout this page. With yours, the same surfaces read your data.
What you just saw, on your own portfolio.
A serious investor decides on substance. Here is the substance, stated plainly.
Every figure on this page is produced by the real product over an example portfolio, including the drawdown and the positions in the red. Good numbers, yes, but nothing that goes wrong is hidden.
Every signal declares whether it is rule-based, AI-augmented or reference data. The source never leaves the conclusion behind.
When a figure is missing we show a dash, not a guess. The currency lane uses real historical rates for EUR and USD; with any other currency we say so instead of estimating it. A delayed price is labelled as delayed, never as live.
A portfolio intelligence instrument for investors who manage their own capital. Not a broker, not execution, not advice.
Your data stays yours.
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