Your investments with the clarity of a professional manager.
Bring portfolios and brokers together, see position, average price and dividends, and compare your return against CDI, IPCA, Ibovespa and the S&P 500 — with market data updated every day.
The information supports tracking your portfolio and does not constitute investment advice.
What you track here
- Consolidated wealthPortfolios, brokers and asset classes in a single panel.
- Return vs benchmarkPeriod return against CDI, IPCA, Ibovespa, S&P 500 and IDIV.
- Dividends in orderMonth by month, from announcement to credit.
- AI analysisAsk in plain language and get indicators and charts of your portfolio.
What you track on the platform
Six jobs that live in scattered spreadsheets today — brought together in one place, with market prices kept up to date.
- Consolidated portfoliosAssets from several brokers added into a single position, with quantity, average price and cost by portfolio and by asset class.
- Return and riskPeriod return with contributions netted out, plus volatility, Sharpe, Sortino, maximum drawdown, beta and correlation.
- Dividends month by monthDividends and interest on equity from announcement to credit, with the yield on cost of each position.
- Movements and postingsBuy, sell, bonus and split with the average price recomputed at every event, and the brokerage note stored alongside.
- AI analysisQuestions in plain language about your portfolio, answered with indicators and charts computed by the server.
- Alerts of the dayA sharp move in one of your assets, income about to settle, an open movement and an overdue posting — with a threshold you choose.
How it works
Three steps between creating an account and seeing your consolidated wealth.
- Create your accountEmail, name and password. Confirmation arrives by email and your environment is prepared on first sign-in.
- Bring your dataUpload the brokerage note as a PDF, import a holdings or postings spreadsheet, or enter the position by hand. A preview shows what will be saved before you confirm.
- Track itFrom there the dashboard keeps itself current: today's quotes, wealth evolution, dividends received and return against the benchmarks.
Who it is for
Built for people who invest and want to track their investments in a more organized, transparent and professional way.
- Anyone with more than one brokerWhen the same asset is split across brokers, the real average price only shows up once everything is added together.
- Anyone tracking dividendsAnnouncement, ex-date, settlement and credit become a timeline per asset instead of a statement to reconcile by hand.
- Anyone asking whether they are aheadWealth going up is not the same as return: contributions are netted out before the comparison with CDI, IPCA and the indices.
Frequently asked questions
What people usually ask before creating an account.
How do I get my data into the platform?
Three ways: the brokerage note PDF, read by a deterministic algorithm that recognises the broker's layout; CSV or XLSX spreadsheets of holdings and postings, with a template ready to download; or manual entry. In all three, a preview shows what will be saved before you confirm.
Do I need to connect my broker?
No. There is no automatic broker integration — your data comes in through the brokerage note, a spreadsheet or manual entry. In exchange, no broker credential is ever asked for or stored.
How is my data stored?
Each account has its own isolated space in the database. Integration keys and storage credentials are written encrypted, and your session token lives in a cookie the browser cannot read.
What is my return compared against?
CDI, IPCA, Ibovespa, the S&P 500 and the Brazilian Dividend Index. The last two come in through ETFs traded on B3 (IVVB11 and DIVO11), so they are already in reais — the S&P 500 one embeds the exchange rate and the dividend one tracks the index minus the management fee.
Start with what you already have.
One brokerage note or one spreadsheet is enough to see your first consolidated portfolio.