"I can easily visualize my Day Trades. I like the system because it shows which trades were Day Trades, and I can also see the profit or loss of each trade made."
Kleber D.
STREAMLINE YOUR WEALTH
WITH A SINGLE
PLATFORM
SAY GOODBYE TO SPREADSHEETS,
SITE AND OTHER TOOLS
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.
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.
CREATE AN ACCOUNTFEATURES
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!
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.
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.
SEE WHAT OUR USERS ARE SAYING
"Very easy, secure, and practical to track the growth of my wealth. I really like the system, especially for its ease in tracking my variable income. With the automatic synchronization with B3's Investor Area, I can monitor my transactions and portfolio evolution, which greatly helps me with rebalancing."
Taciane C."Finally, I can monitor all my stocks regardless of the brokerage. The application helps us investors not only have an overview of the portfolio but also an individualized view, which is very helpful for those who have different strategies in different places."
Giovani F."Real, Euro, Dollar, and even Bitcoin, with values being updated in real-time. Now I can know exactly the weight of each currency in my total wealth. This helps me diversify consciously and track the impact each currency has on my investments."
Pedro V.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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