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STREAMLINE YOUR WEALTH

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PLATFORM

SAY GOODBYE TO SPREADSHEETS,
SITE AND OTHER TOOLS

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DO YOU FIND DIFFICULT TO KEEP UP WITH YOUR INVESTMENTS?

If you're an investor in the financial market, it's highly probable that your wealth is distributed across various banks and brokerages, leaving you uncertain about its exact allocation.

Moreover, you may have already missed out on lucrative investment opportunities or incurred losses simply because you lacked timely access to crucial information about your assets during critical decision-making moments.

We have great news for you!

We've resolved all these issues on your behalf. Our platform effectively consolidates all your investments, providing you with a comprehensive overview of your assets regardless of their location. Everything is conveniently accessible in one place, and you only need to enter your data once. From there, the updates happen automatically.

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MEET PATRIMONIANDO

We were born with the purpose of helping you make better financial decisions. We achieve this by organizing your investments, regardless of currencies, institutions, or asset types. Everything is done in a simple, easy, and accessible manner at any time.

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FEATURES

Tired of dealing with spreadsheets and websites that fail to provide the essential information you need?
At Patrimoniando, we bring simplicity and efficiency into your life, ensuring you have all the information at your fingertips!

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PORTFOLIO ORGANIZATION

Segment your wealth to gain insights into how your money is allocated, making diversification and various investment strategies easier.

SYNCHRONIZATION WITH B3

Connect your portfolios with B3's Investor Area and have your transactions automatically added.

STOCK MONITORING

Track the real-time fluctuations of your stocks and how they are impacting your portfolio.

PROFITABILITY CALCULATION

Stay updated about the real-time performance of your assets through automated profitability calculation.

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AND THAT'S NOT ALL!

INTERNATIONAL INVESTMENTS

Track the real-time performance of stocks in international exchanges such as Nasdaq, NYSE, Comex, Xetra, and others.

MULTIPLE CURRENCIES

Stay updated on how your wealth fluctuates in real-time with the exchange rates of the Brazilian Real to the Euro, Dollar, or Pound.

AUTOMATIC PROFITABILITY CALCULATION

Monitor the performance of your assets, including Investment Funds, Treasury Bonds, CDB, LCI, LCA, with automatic calculation.

GOAL SETTING

Set financial goals for your wealth and track their progress in real-time.

CHARTS AND REPORTS

Access detailed graphs and analyses of your assets by creating reports grouped by investment type, portfolios, currency, or institution.

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SEE WHAT OUR USERS ARE SAYING

SIMPLICITY AND SPEED.

Don't waste any more time attempting to monitor your investments in various places without efficiency. Sign up now and effortlessly track your investment portfolio.

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