BUILT FOR EUROPEAN INVESTORS HOLDING US STOCKS

Know what moved your US portfolio — before Europe wakes up.

See what changed in your portfolio, how much came from stocks versus USD/EUR, which holdings mattered most, and what deserves attention next.

EUR-awareEuropean morningNo brokerage login
Daily Portfolio BriefSynthetic example

This preview uses the full public Sample page.

Your portfolio, explained in European context.

A concise morning view makes the stock and currency effects legible before your European day begins.

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Your result in EUR

See portfolio movement in euros, not only dollars.

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Stocks vs FX

Understand how much came from holdings versus USD/EUR.

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What drove the move

See which confirmed holdings contributed most.

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What matters next

Read relevant context when the optional module is available.

Your broker shows prices. Portfolio Brief explains your result.

Portfolio Brief adds a European perspective on your confirmed holdings. It does not connect to your broker, request a brokerage password, or take trading permission.

Overnight market movesSee what changed after the US market close.
EUR LensSeparate Asset Price Effect and USD/EUR FX Impact.
Morning contextKnow the next relevant point before Europe wakes up.

Built around the realities of investing in US markets from Europe.

EUR/USD context

See the currency impact alongside the movement of your US holdings.

European mornings

Read the most recent complete US market context in the morning.

Relevant reminders

Supported US tax-form reminders, such as W-8BEN, provide monitoring context where relevant, not tax advice.

A clearer morning in three steps.

Only confirmed holdings enter personalized calculations.

Add your holdings

Start with supported holdings

When invited to onboarding, add supported holdings for review. No brokerage login is required.

Review and confirm

Keep the final say

Review instruments, quantities, and relevant currency before Holdings Confirmation.

Wake up to context

Receive your brief

Planned reporting uses Telegram for daily briefs and email for weekly reports. Delivery is not enabled by waitlist registration.

Morning context, in Telegram.

Planned Pro reporting includes concise daily context. This is a synthetic preview, not an enabled delivery service.

Register Pro interest
Portfolio Brief
Your synthetic portfolio: +1.8% in EURAsset Price Effect: +€980
FX Impact: +€268
Top contributor: NVDA
Watch Next: Federal Reserve rate decision

Explore the report format.

Full, directly linkable synthetic examples. No email gate and no Pro blur.

Start weekly. Upgrade when the morning brief earns a place.

Private beta has no charge and does not automatically convert to paid access. These are planned options, not currently available subscriptions. Planned Pro launch price is EUR 9.90/month.

Free — planned

€0

  • Weekly Portfolio Report by email
  • Portfolio Movement in EUR
  • FX Impact
  • Leading contributor and drag
Register Free interest

Pro — planned

€9.90 / month

  • Daily Portfolio Brief via Telegram
  • Full Weekly Portfolio Report
  • Asset-price versus FX attribution
  • Contributors, drags, and concentration context
  • Watch Next when available
Register Pro interest

No charge during private beta. We will tell you before paid access begins, and you must actively choose a paid plan before any payment is taken.

Your portfolio stays yours.

Trust begins with clear product boundaries.

No brokerage login

Portfolio Brief does not ask for a brokerage password.

No trading permission

Portfolio Brief does not request permission to place trades.

Only needed holdings data

Waitlist registration records your interest only. Optional marketing is off. Use the Contact page for access, correction, or deletion requests once the approved site is published.

Frequently asked questions

Is Portfolio Brief investment advice?

No. Portfolio Brief is a monitoring tool, not investment, tax, or legal advice.

Do I need brokerage access?

No. Portfolio Brief does not require brokerage login, password, or trading permission.

Where do reports arrive?

Planned delivery channels are email for weekly reports and Telegram for daily briefs. Registering interest does not activate report delivery.

How is FX impact treated?

Asset Price Effect plus USD/EUR FX Impact reconcile to the EUR Portfolio Movement.

What does Free include?

The planned Free option includes weekly portfolio context. This is not a currently activated report subscription.

Which instruments are supported?

The current onboarding implementation is bounded to supported US equities with instrument review and Holdings Confirmation. Manual and CSV onboarding are not offered by this Landing. Screenshot upload is not available in Production. Availability is confirmed separately before an invitation.

What happens after beta?

Submit your email and country and acknowledge interest registration. This does not subscribe you to marketing. Registration records your interest. We are starting with investors in Germany and the Netherlands. Onboarding opens separately when it is available for your account.

Will I be charged?

You are not charged during the private beta. We will tell you before paid access begins, and you must actively choose a paid plan before any payment is taken.

PRIVATE BETA

Get early access to Portfolio Brief.

We are starting with investors in Germany and the Netherlands. Investors across Europe can register interest; registration does not grant immediate access.

Submitting this form records your beta interest only. It does not collect payment details or start a charge.

Join the waitlist