Holdings with context
Review quantities, cost basis and recorded market values across your investment portfolios.
INVESTMENT MONITORINGSee your investments
See your investments
in the bigger picture.
Keep holdings, transactions, portfolio cash and investment performance connected to your wider wealth. Stay close to the detail without losing perspective.
SynthveroINVESTMENTS · USD$1,240,000
Three portfolios| Portfolio | Allocation | Covered value |
|---|---|---|
| Global equities | 65% | $806,000 |
| Income portfolio | 25% | $310,000 |
| Opportunities | 10% | $124,000 |
Recorded portfolio valueIllustrative history
ILLUSTRATIVE DATA · NOT YOUR ACCOUNT
A BETTER WAY TO SEE ITFrom a single holding
From a single holding
to its place in your wealth.
Explore your securities in their dedicated investment workspace, then see how the portfolio contributes alongside your property, cash and other assets.
Performance with a method
Distinguish realised results, unrealised changes, income and fees where the source data supports them.
Cash counted once
Portfolio cash uses a clear source identity when it feeds your consolidated wealth view.
START SIMPLY
Make the picture yours.
Create an investment portfolio explicitly.
Add holdings or use a supported import.
Review positions, cash and performance in context.
IN CONTEXTUseful detail.
Useful detail.
Part of your whole wealth.
Keep this dedicated view, then explore how its covered records contribute to the rest of your financial picture.
Attributable ownership Reporting currency Dated information Clear coverage
QUESTIONS, ANSWERED
Understanding investments.
Can I place trades in Synthvero?
No. Synthvero is a monitoring and analytical platform. Trade execution stays with your brokerage.
Does this connect to my broker automatically?
Start with manual entry and supported imports. Automatic brokerage synchronisation is not included in the current offering.
Will missing instrument data be guessed?
No. Unsupported prices, classifications or historical data remain identified as unavailable.
Your wealth deserves
a clearer view.
Bring the pieces together. Start with the asset or account that matters most to you.