Global indices
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S&P 500 — trend (demo)
Forex
Commodities
Crypto
Macro indicators
My Portfolio
Overview
Assets
Debts
Import
Profile
AI Advisor
Net worth breakdown
Asset allocation by type
Summary
Debt register
Import from text / CSV
Paste anything — broker statement, CSV export, free-form notes. The AI will parse it and add the assets to your portfolio automatically.
Import tips
🧠 AI-powered parsing — the AI understands any format. Natural language, CSV, tables, broker statements.
📊 Include tickers — if you mention the ticker symbol (VWCE, AAPL, BTC-EUR), prices will auto-refresh from Yahoo Finance.
🏠 Real estate & debts — describe your property values and mortgages and they'll be added correctly.
💶 Any currency — mention EUR, USD, GBP etc. and the system will note it.
🔄 After importing — go to Assets tab and hit "Refresh prices" to pull live prices for all tickers.
Your financial profile
This data is used by the AI advisor to give you personalised advice based on your actual situation.
FIRE progress
AI Financial Advisor
Hello! I'm your personal AI financial advisor. I have full access to your portfolio data, debts, and financial profile.
I can help you with portfolio analysis, rebalancing suggestions, FIRE projections, debt strategy, and investment opportunities. What would you like to explore?
I can help you with portfolio analysis, rebalancing suggestions, FIRE projections, debt strategy, and investment opportunities. What would you like to explore?
Ready