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AI · August 26, 2026

Helvestor

See your whole portfolio. Understand it with AI.

Helvestor launched on August 26, 2026 with 1 votes, #11,494 of 23,274 launches that month.

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.

Alle Depots und Konten an einem Ort, ohne Bank-Login. Die KI bewertet Risiko, Diversifikation und Kosten und erklärt dir, warum. Der hohe Kryptoanteil von 31.0 % drückt Risiko- und Makro-Score deutlich. Erfasse Konten, Broker und Anlageklassen manuell oder per Import aus PDF, CSV und Excel. Gruppiere sie frei und sieh Wert und Performance über jeden Zeitraum. Vier Dimensionen, ein Score: Diversifikation, Kosten, Makro-Umfeld und Risiko. Das Wichtigste zuerst, in Sprache statt in Kennzahlen. Der Privacy-Modus blendet Beträge aus und lässt die relative Performance stehen. Positionen erfasst du selbst, manuell oder per Import: Helvestor braucht keinen Bank-Login. Deine Daten werden nicht…from helvestor.ch

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