Helvestor
See your whole portfolio. Understand it with AI.
What it does
Helvestor brings every broker, bank and asset class into one dashboard, then uses AI to actually explain what you're looking at. Get IRR/TTWROR performance, dividend forecasts, allocation by sector/country/currency, and an AI assistant that answers questions about your own portfolio. Plus a tracker for what top investors and politicians are trading, and a planner that shows when you'll hit your financial goals. Privacy mode lets you share your portfolio without revealing real numbers.
Helvestor bündelt alle deine Konten und Broker in einem Dashboard und erklärt dir mit KI, was die Zahlen bedeuten. Kein Bank-Login nötig, kostenloser Start ohne Kreditkarte.
Die iOS-App ist jetzt im App Store verfügbar — die Android-App befindet sich noch in der Testphase. Als Android-Tester frühen Zugang? Schreib uns einfach an [email protected] . Alle Konten und Broker an einem Ort — ganz ohne Bank-Login. Helvestor gibt deinem Depot einen KI-Score für Risiko, Diversifikation und Kosten und erklärt dir jede Bewegung verständlich. Kein Robo-Advisor, keine Bank, kein reiner Tracker. Kein Robo-Advisor, keine Bank, kein reiner Tracker. Dein KI-Finance-Copilot fürs eigene Depot. Kennzahlen wie IRR oder TTWROR — aber niemand erklärt dir, was sie bedeuten. Du weisst nicht, wie riskant dein Depot wirklich ist — bis es zu spät ist. KI ordnet jede Kennzahl ein —…from helvestor.ch
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