Everything you’d ship,
already designed

Total balance charted against the S&P 500, an AI insights strip, holdings and cash tables, and a watchlist with sparklines and crypto prices.

Cumulative time-weighted return versus the S&P 500 with 1-year return, best month and max drawdown, plus allocation donuts by asset class, currency and instrument.

Net liquidation, buying power, settled cash and leverage, with current and overnight margin requirements. All margin figures read 0.00, because it is a cash account.

An AI news-trends summary, labelled as not investment advice, above research and signal cards for each holding.

The assistant panel beside the portfolio dashboard, with suggested questions to start from.

The assistant highlights a position in the holdings table on request, with Undo and Explain controls and follow-up suggestions.

A follow-up question answered with an allocation donut and a note on where the data came from.

The same conversation with the panel dragged wider.

The panel closed to a floating button, giving the dashboard and watchlist the full width.

The assistant opened on the Documents page, showing it works across the app.

Headline KPI tiles, an allocation donut with per-position values, a performance chart against cost basis and benchmark, and a holdings table with weight bars.

A personal greeting with the cash account card, money in and money out, recent activity, monthly performance against a benchmark, and allocation by holding.

Portfolio value area chart, asset allocation split into ETFs, stocks and cash, a watchlist, and invested value as a candlestick chart.

Four KPI tiles (portfolio value, today’s P&L, invested, cash), a value, returns and cash-flow chart, weight and value by holding, asset allocation and holdings.

Holding cards with sparklines, the largest position’s exposure by region on a dot map, and a month-by-month stacked chart of how the portfolio is split.

Quote with a candlestick chart and average-cost line, day and 52-week ranges, your position and P&L, fund facts (TER, size, domicile) and document links.

Fund objective and key profile, trailing performance, a style matrix, analyst coverage, ESG ratings, risk statistics, key ratios and dividend policy.

Top 10 holdings, industry allocation bars, a geographic bubble map with regional weights, and country and currency allocation tables with flags.

Price chart with range and currency toggles, cumulative and annualised returns against peers, and risk and statistical analysis tables.

AI news trends for a single fund above research, fund-desk and newswire cards.

Index tiles with sparklines, an instrument table with region tabs, exchange and sector filters, watchlist stars and pagination, and an AI news-trends panel.

The order form before an instrument is chosen, with an AI order-help panel that explains market, limit and stop orders without recommending what to buy.

A limit buy of 5 VWCE: quote with bid and ask, candlestick chart, your position, key metrics and an order bar with an estimated cost of €832.50.

The same order as a sell, showing estimated proceeds instead of cost, plus a link to select tax lots.

A compact order-ticket drawer that opens over any screen, shown before a symbol is chosen.

Quote, available cash, margin and current position, then quantity, limit price, time-in-force and outside-hours options with the estimated cost.

The sell version with lot selection, estimated proceeds and a red sell button.

Cash balance, money in and out, a cumulative cash-flow chart, the cash account card, balance by day, and a transaction history from the €4,124.16 opening to the €3,872.16 closing balance.

Currency picker and deposit methods (open banking, SEPA, linked wallet, debit card) with an AI panel explaining what happens after you deposit.

Available-to-withdraw balance and SEPA, SWIFT and linked-wallet methods, each with speed, fees and steps.

Date-range and reference search above a list of deposits and withdrawals with methods and pending or available statuses.

Default statements, a delivery schedule, quick downloads and an empty state for custom statements.

Trades, deposits and withdrawals with quantity, price, gross, fees and net, plus beginning and ending cash balance.

Tax forms, dividend tax vouchers, a cost-basis method picker and an AI tax summary that reports the user’s own figures and is clearly marked as not tax advice.

Account header with setup progress, profile details, account profile and configuration, a cumulative return chart, recent orders and holdings.

Two-step sign-in warning, a sign-in activity chart, security settings, signed-in devices and a security log.

Cash account status, linked bank accounts, address and tax residence, and a list of confirmations and receipts.

Opening balance, net change and closing balance for the month, line-by-line entries including commissions, and reporting settings.

Personal details form, connected apps, trading and platform settings, email updates, a notification matrix and a close-account flow.

Recent orders with fill status and a timestamped log of account activity.

Profile details, personal information and citizenship.

Residential address, phone number, identification, tax residency and employment details.

A summary of everything entered, with masked ID and tax numbers, before the application is submitted.

Email and password with remember-me and forgot-password, plus Google, Microsoft and Apple sign-in.

The sign-in form beside a gradient brand panel with a tagline.