A platform to see your own wealth clearly.
MyAssets-Br brings portfolios, brokers and asset classes into a single panel, with market prices updated every day — so investment decisions start from numbers, not from an outdated spreadsheet.
What the platform does
- Portfolio consolidationAssets from several brokers in a single position, with quantity, average price and cost by portfolio and by asset class.
- Return vs benchmarkPeriod return calculated with contributions netted out, compared against CDI, IPCA, Ibovespa, S&P 500 and IDIV — plus volatility, Sharpe, drawdown and beta.
- Dividends in orderDividends and interest on equity month by month, from announcement to credit, with the yield on cost of each position.
- AI analysisQuestions in plain language about your own portfolio, answered with indicators and charts computed by the server — the model picks what to show, never the number.
How we handle your data
Each account has its own space in the database, and integration credentials are stored encrypted. Quotes come from licensed market data providers, with history stored so calculations stay reproducible.
The information supports tracking your portfolio and does not constitute investment advice.