Helvestor

Helvestor consolidates all your financial accounts, brokers, and asset classes into a single, comprehensive dashboard. It provides clear explanations of your investment performance and portfolio composition. Key features include detailed performance metrics like IRR and TTWROR, precise dividend forecasts, and allocation breakdowns by sector, country, and currency. A built-in assistant is available to answer specific questions about your portfolio, offering deeper insights into your holdings. Additionally, you can track the trading activities of top investors and politicians, gaining perspective on market movements. The platform also features a financial planner to help you visualize and achieve your long-term monetary goals. For privacy-conscious sharing, a special mode allows you to present your portfolio's structure without revealing exact figures, making it ideal for discussions with advisors or peers without compromising sensitive data. This tool is perfect for individual investors, financial advisors, and anyone seeking a consolidated view and deeper understanding of their personal finances, ensuring clarity and control over their investment landscape.