Smart Import & AI Onboarding
Flexible import without bank connection. Intelligent multi-format parsing.
Multi-Format
Free text, JSON, CSV/Spreadsheet. Direct copy-paste from broker.
LLM Parsing
Groq/Llama-3 to understand complex phrases and dates.
Confidence System
HIGH/MEDIUM/LOW levels. Verification only on ambiguities.
Institutional Analytics
Institutional-grade risk metrics. Professional financial calculations.
Risk KPIs
Annualized Volatility, Sharpe Ratio, Max Drawdown.
VaR Engine
Historical VaR at 95%. Maximum daily loss estimation.
Benchmarking
Comparison vs S&P 500, MSCI World, BTC on equity curve.
Dividend Management
Automatic dividend tracking. Total Return integration.
Auto-Fetch
Automatic history retrieval via Yahoo Finance API.
Total Return
Overall performance including reinvested dividends.
UX & Quality of Life
User experience features for daily usage.
Privacy Mode
Amount blurring. Secure screenshot sharing.
Command Palette
Quick navigation Cmd+K. Keyboard access to sections.
Multi-Currency
EUR/USD display. Automatic asset conversion.
Technical Stack
App Router, Server Actions
Hooks, Suspense, Transitions
Strict typing, Zod validation
Utility-first styling
SVG visualizations
Real-time market data