Your result in EUR
See portfolio movement in euros, not only dollars.
BUILT FOR EUROPEAN INVESTORS HOLDING US STOCKS
See what changed in your portfolio, how much came from stocks versus USD/EUR, which holdings mattered most, and what deserves attention next.
This preview uses the full public Sample page.
A concise morning view makes the stock and currency effects legible before your European day begins.
See portfolio movement in euros, not only dollars.
Understand how much came from holdings versus USD/EUR.
See which confirmed holdings contributed most.
Read relevant context when the optional module is available.
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.
See the currency impact alongside the movement of your US holdings.
Read the most recent complete US market context in the morning.
Supported US tax-form reminders, such as W-8BEN, provide monitoring context where relevant, not tax advice.
Only confirmed holdings enter personalized calculations.
When invited to onboarding, add supported holdings for review. No brokerage login is required.
Review instruments, quantities, and relevant currency before Holdings Confirmation.
Planned reporting uses Telegram for daily briefs and email for weekly reports. Delivery is not enabled by waitlist registration.
Planned Pro reporting includes concise daily context. This is a synthetic preview, not an enabled delivery service.
Full, directly linkable synthetic examples. No email gate and no Pro blur.
A short morning view of portfolio movement, FX impact, contributors, drags, and relevant context.
View Daily exampleA deeper weekly view of movement, attribution, contributors, concentration context, and takeaways.
View Weekly examplePrivate 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.
€0
€9.90 / month
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.
Trust begins with clear product boundaries.
Portfolio Brief does not ask for a brokerage password.
Portfolio Brief does not request permission to place trades.
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.
No. Portfolio Brief is a monitoring tool, not investment, tax, or legal advice.
No. Portfolio Brief does not require brokerage login, password, or trading permission.
Planned delivery channels are email for weekly reports and Telegram for daily briefs. Registering interest does not activate report delivery.
Asset Price Effect plus USD/EUR FX Impact reconcile to the EUR Portfolio Movement.
The planned Free option includes weekly portfolio context. This is not a currently activated report subscription.
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.
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.
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
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.