Guided onboarding
Set your profile, horizon, and risk preferences in guided onboarding.
Logarithmic risk tolerance···
38.5%
0%5%10%15%20%
[VOID]Wealth Management
Modern wealth planning, made simple.
Understand your money. Make better investment decisions.
Wealth Management helps you see your portfolio, understand your risk, and get clear next steps in one place.
Portfolio+12.4% YTD
BTC$63,420+2.4%
ETH$3,180+1.1%
AAPL$189.50+0.8%
NET WORTH$1,246,590.42
Portfolio & positions
Track portfolios, positions, and orders with clear performance snapshots.
Mini stock and crypto···
BTC+$20.27
ETH+$0.27
AAPL+$3.27
$1,246,590.42+12.4% YTD
Strategy engine
Review strategy ideas and portfolio analysis with contextual alerts.
Signal BadgeRebalance
Trigger Detected
Trigger Detected
Tax & statement workflow
Review tax-readiness signals and export investor-ready reports.
98%
Ready
How it works
From first login to investor-ready reports in four steps.
- 01
Create your account
Set your profile, horizon, and risk preferences in guided onboarding.
- 02
Track portfolios & positions
Add portfolios, positions, and orders across traditional assets and crypto.
- 03
Review insights
Strategy analyses surface risk exposure and rebalance signals in context.
- 04
Export & act
Check tax readiness and export investor-ready reports in one click.
Practical clarity before complexity.
See where your money is, what is changing, and what to do next.
Start in demo mode nowTry Demo Mode
Risk score82 / 100
Tax readiness74%
Concentration risk detected. The platform suggests a staged rebalance and tax-loss harvesting sweep.
No registration required. Explore the platform instantly.
Simple, transparent pricing
Start for free. Upgrade when you need more power.
$0/mo
Free
Everything you need to get started.
- 3 portfolios
- 3 insight requests per day
- Basic insights
$5/mo or $50/yr
For serious investors who want the full toolkit.
- Unlimited portfolios
- Unlimited insight requests
- Advanced tax reports
- Data export
- Priority support
Trust and security
Built for privacy-first wealth management, from encrypted sessions to compliant reporting.
Client-side EncryptionRead-Only API AccessGDPR & Swiss Data Privacy Compliant
Frequently asked questions
Everything you need to know before getting started.
Is Wealth Management free to use?
Yes. The free plan includes 3 portfolios and 3 insight requests per day with basic insights. Premium unlocks unlimited portfolios, unlimited insight requests, and advanced tax reports.
Which assets can I track?
You can track traditional assets (stocks, ETFs, funds) alongside crypto holdings in the same portfolio view, with cross-asset exposure and performance in one place.
How does the strategy engine work?
You define strategies and the platform reviews your portfolios against them, surfacing contextual signals such as concentration risk or rebalance triggers with clear next steps.
What does tax readiness mean?
Tax readiness is a signal of how prepared your records are for reporting: it reflects crypto tax tracking completeness and flags positions that still need review before export.
Do you have access to my brokerage accounts?
No. The platform is built around read-only API access and client-side encryption — your credentials are never stored and accounts cannot be traded from here.
Can I export my data?
Yes. Premium plans include data export and investor-ready tax reports, so your records remain yours at all times.
Can I cancel my subscription?
Yes, you can cancel at any time from your account. Cancellation takes effect at the end of the current billing period — no hidden fees.
Is my data private and compliant?
The platform follows GDPR and Swiss data privacy requirements, with client-side encryption and read-only API access as the baseline for all accounts.
Start in demo mode now
See your portfolio, risk, and tax readiness in one place — no registration required.
Start in demo mode now