Investments

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Holdings

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Scout

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Watchlist

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    AI news & analysis

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    Capital deployment

    NAV by fund

    Active investments

    Capital call planner

    Which stocks to exit to fund a capital call

    AI news & analysis

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    Startups

    Evaluate new opportunity

    Drop a pitch deck — AI extracts and evaluates it
    PDF, images, or PPTX · AI extracts company details, scores 0–10, and returns bull/bear + key founder questions

    AI market analysis

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    Properties

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    REIT exposure (from stock portfolio)

    AI market analysis

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    Commodity prices

    Live via Yahoo Finance
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    Pension funds

    Belgian pension system (3 pillars)

    Benchmark baskets

    Are your pension funds underperforming these?
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    Portfolio AI review

    Cross-asset-class recommendations
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    Net worth over time

    Performance vs benchmarks

    Portfolio vs S&P 500, MSCI World, 60/40

    FX impact

    Currency vs investment returns
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    Rebalancing tool

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    Tax optimization

    Min-tax sell plan (Belgian CGT)

    Succession simulator

    Brussels inheritance tax + buyout

    Documents & emails

    Gmail label "Investments" + manual uploads
    Processed documents

    Bank connections — Ponto Connect

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    Cashflow & passive-income target

    Alex's outflows vs. portfolio yield — sustainability check
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    Capital gains baseline — De Wever 2026

    31-Dec-2025 step-up across all asset classes
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