Investment thesis

Risk metrics

Financial Advisor · Financial advisory
The bank, Bloomberg and everything else. Finally on one screen.
Financial Advisor
Where we started
- Data scattered across providers, with different numbersBankBloombergOther providers≠≠Which number is right?
- No overall view of the asset allocationSharesETFs and fundsBondsCash?
- Hours of work for every search and due diligence
We didn't give him one more tool to open. We put everything in one place.
The portfolio
The whole portfolio, in a single view.
- Data from the bank and the providers, together.
- The asset allocation as it really is, including the stocks you're about to buy.
- Financial metrics, already calculated.
Bank
Bloomberg
Other providers
Your portfolio
Total value
P&L
Dividends
ASSET ALLOCATION
Shares
ETFs and funds
Bonds
Cash
POSITIONS
Dividends
You know what you've collected. And what you will collect.
- Dividends already received, stock by stock.
- A forecast of the ones to come.
Dividends
Collected
Expected
Already collected
Coming in, estimated
Jan|Feb|Mar|Apr|May|Jun|Jul|Aug|Sep|Oct|Nov|Dec
today
Instrument search
Want to invest in a company? It shows you every way to do it.
- The shares, the funds that hold it, the options.
- It works for a whole sector too.
- One search, instead of hours jumping between sites.
Company or sectorsemiconductors
Shares
ETFs and funds that hold it
Options
Due diligence
Investor-grade due diligence, just by typing the company's name.
- The due diligence method of VC funds, applied to any company.
- Only verified information and public financial statements.
- Ready fast, always with the same method.
Company nameExample Inc.
Due diligence
in progress
Ready
Snapshot
Business model
Financial statement analysis
Valuation
Thesis and risks
Sources
Verified sources only
Public financial statements
Monitoring
If something happens to your stocks, you know right away.
- News breaks on a stock in the portfolio: an alert comes in.
- You set the price levels, the notification arrives by email.
- All the news in a single log.
Monitoring
0unread
All stocks
All types
NewsQuarterly results publishedStock in the portfolio
Price thresholdCrossed the level you setStock in the portfolio
DividendEx-dividend date announcedStock in the portfolio
EmailPrice alert on a stock in the portfolio
The result
The time saved goes to clients.
More time to look after existing clients, and to find new ones.
BEFORE
Data across several providers
Hours for every search and due diligence
News to chase
NOW
Everything in one place
Search and due diligence in little time
Alerts that come in on their own
BEFORE
Data across several providers
Hours for every search and due diligence
News to chase
NOW
Everything in one place
Search and due diligence in little time
Alerts that come in on their own
Talk to us