Portfolio, dividends, options, goals and reports — all integrated. Import brokerage notes in one click and keep your finances organised in real time.
Eight integrated modules for complete investment management on B3.
Stocks, REITs, ETFs, fixed income and crypto. Target allocation by class, automatic rebalancing plan and ideal % per category.
Dividend history, interest on equity and REIT income. View by asset, period and projected upcoming payments.
Set financial independence goals, target patrimony, monthly passive income and track progress with real projections.
Monitor CALL and PUT positions with real-time P&L, expiration alerts, ITM/OTM status and automatic insight engine.
Project portfolio growth across different contribution, return and time-to-independence scenarios.
Returns by period, CDI/IBOV comparison, equity evolution chart and full export for tax declaration.
Import brokerage notes from PDF automatically. The broker is detected, trades are parsed and posted to your portfolio — no typing needed.
Research any B3 asset and access full valuation: Bazin, Graham, DCF, PEG Ratio and quality checklist. Save investment theses and set target prices.
Upload your broker's PDF. The platform detects the broker, parses every trade — stocks, options and dividends — and posts them straight to your portfolio. No manual entry.
Corretoras suportadas
Forget manual imports. With the PRO plan, the platform logs in to the B3 Investor portal daily and automatically imports your full trade history — going back to 01/11/2019.
Integração B3
CPF: 046.800.xxx-xx
Last sync
há 2 horas
since
11/01/2019
1.247
transactions imported
Upload the PDF and the platform identifies the broker, parses all trades — stocks, options and dividends — and posts them automatically.
Automatic insights on option expiry, assignment risk, ITM/OTM positions and rebalancing opportunities.
Set the ideal % per asset class and get a precise rebalancing plan showing exactly what to buy or sell.
Realistic projections of how long until you reach financial independence based on your contributions and actual returns.
Complete platform for B3 investors
Free to start. No credit card required.
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