Helvestor

About

Helvestor consolidates all your brokers, banks, and asset classes within a single dashboard, employing artificial intelligence to clarify your financial data. Access performance metrics like IRR and TTWROR, view dividend projections, and analyze allocations across sectors, countries, and currencies. An AI assistant is available to answer questions specific to your portfolio. The platform also includes a tracker for the trading activity of leading investors and politicians, along with a planning tool that estimates when you will achieve your financial objectives. A privacy feature enables you to share your portfolio while keeping actual figures confidential.