Cloud accounting software that automates bookkeeping, invoicing, and financial reporting for small and growing businesses.
Helvestor
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About Helvestor
Helvestor serves as a personal finance copilot designed for ambitious private investors in Switzerland, offering a unified dashboard to aggregate and analyze multiple investment accounts and asset classes without requiring bank logins. The platform leverages AI to evaluate and explain portfolio metrics such as diversification, risk, costs, and market movements in plain language, providing a Portfolio-Score that summarizes key performance indicators at a glance. Users can manually enter or import positions via PDF or CSV files, and the system supports a privacy mode to display only relative performance while concealing absolute values. Automated daily or weekly AI-driven market updates identify significant price movements, explain their causes, and assess short-term outlook tailored to the user’s portfolio. Additional tools include a dividend calendar with historical and projected payouts, a financial goal calculator based on compound interest, and trackers for notable investors’ and US politicians’ trading activity derived from public filings. The platform emphasizes Swiss data protection standards and does not sell user data or use it for advertising. It is positioned as neither a robo-advisor nor a traditional tracker, but rather a finance copilot that interprets data rather than merely presenting it. Helvestor is accessible via a web platform and an iOS app, with an Android app in testing phase. Registration is free and does not require a credit card or bank connection.
Key features
- Multi-account aggregation
- AI-driven portfolio scoring
- Daily/weekly KI market updates
- Dividend calendar with projections
- Financial goal calculator
- Investor & politician trade tracker
- Privacy mode for selective data display
- Manual entry and import of positions
Use cases
- Tracking and understanding diversified investment portfolios across brokers
- Evaluating portfolio risk, costs, and diversification using AI insights
- Monitoring dividend income and forecasting future payouts
Pros
- Aggregates multiple accounts and asset classes in one dashboard
- AI explanations of portfolio metrics in plain language
- No bank connection required; manual entry or import supported
- Privacy mode for hiding absolute values while showing relative performance
- Swiss data protection standard
Cons
- Android app still in testing phase
- No direct bank integration
- Limited to portfolio tracking and analysis
Frequently asked questions about Helvestor
What is Helvestor?
Helvestor is a personal finance copilot for private investors in Switzerland that aggregates multiple investment accounts and asset classes into a single dashboard, providing AI-driven analysis of diversification, risk, costs, and market movements.
Do I need to connect my bank account to use Helvestor?
No, Helvestor does not require bank connections. Users can manually enter or import positions via PDF or CSV files without granting access to their bank accounts.
Is Helvestor free to use?
Yes, Helvestor offers free registration without requiring a credit card. There are no fees mentioned for using the platform.
Who is Helvestor designed for?
Helvestor is designed for ambitious private investors who want to truly understand their portfolio across multiple accounts and asset classes.
How does the AI analysis work in Helvestor?
The AI continuously evaluates diversification, cost structure, macroeconomic environment, and risk, then explains the results in understandable language rather than just presenting raw numbers.
Does Helvestor support privacy mode?
Yes, Helvestor includes a privacy mode that allows users to hide absolute values and display only relative performance, which is useful for sharing portfolio insights without revealing exact figures.
