welyoo (beta) - wealth management for you

Document

Success monitoring
Strategy control
Tax documentation

Discover

Identify investment opportunities
Track fees and expenses
Recognize options for action

Analyze

Use rebalancing opportunities
Control risk
Calculate performance

welyoo is a portfolio and asset management, offering you:

  • 360° asset overview: Analyze and control the growth of your financial assets!
  • Record assets in accounts, in securities and soon also in other, user-defined assets such as real estate
  • Complete traceability of all transactions: Using the history of all purchases, sales, income, fees, taxes, etc. you know exactly what happened in your assets
  • Find the right investment instrument for you, e.g. inexpensive ETFs
  • Define your target asset allocation using any criteria and identify deviations in your actual assets
  • Comprehensive evaluations: How are your investments performing? Where are high fees lurking?
  • Track all your accounts and portfolios, regardless of banks and currencies
  • More features will follow soon!

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