Know what you own, what risk you carry, and trade from the chart

Arvenyx brings your portfolio together, measures its risk, shows you the market and lets you trade from the chart. It holds nothing in custody and does not recommend what to buy.

The problem

If your money is in more than one place, no screen shows it together. Each broker shows you its own slice, and what you cannot see is exactly what matters: how much your biggest position really weighs, which single place half your wealth depends on, and how much of it sits in assets with no investor protection.

A spreadsheet solves it for one afternoon and is out of date the next day.

One portfolio

• You enter the positions by hand, or upload the file your broker exports (for MyInvestor, the Inversis transactions Excel, from which the units and average price are worked out), or connect an exchange with a read-only key.
• For Interactive Brokers, the Flex report in XML with open positions and trades: you upload it, or connect the query with the Flex Web Service token, which can only download reports, and the portfolio updates with one click.
• Arvenyx values them all in the same currency and works out their weight, real return (IRR) and currency exposure.
• “Today in your portfolio” at a glance: a map where each position takes up what it weighs and is coloured by how it moved today, plus the upcoming earnings and dividends of your holdings.
• “Your portfolio” in four tabs: holdings as cards grouped by platform (or as a table), the breakdown in rings by platform, asset type, currency and sector, what each holding gains or loses, and your transactions.

Risk that fits your profile

• A MiFID-style suitability test sets your profile.
• You choose the limits: how much you want at most in one position, on one platform and in tokenised assets.
• When something goes past them, it tells you on the home screen and, if you want, on your phone, along with what would have to change to get back inside.

Charting terminal

• Candlestick charts with the layout you know from TradingView: watchlist, timeframes, drawing tools, price and date ruler, templates and indicators.
• Scripts in Pine Script syntax for your own indicators and strategies, with the backtest report.
• Your positions and average price drawn on the chart, and price alerts that notify your phone.
• TradingView-style chart settings: logarithmic or percentage scale, colours, grid and time zone.
• Your own chart themes: create new ones starting from a palette (high contrast, colour-blind friendly, warm night…), with a live preview and readability tips as you pick the colours.
• One-click chart snapshot, with indicators and drawings: copy it or save it to share.
• The search also finds DEX pools on every chain DexScreener tracks (Solana, Ethereum, BSC, Base, Tron…), by name, ticker or contract address, with their candlestick chart.

Markets and research

• S&P 500 and crypto heatmaps, currencies, liquidations, BTC and ETH returns by month and quarter, and a calendar.
• Funds and ETFs ranked by what you can stomach, the gurus' 13F portfolios, insider buying and US Congress trades.
• Funds that match your profile: a filter over the catalogue with criteria you can see (risk up to your profile, cost, assets and years of history) and, for each fund, an automatic explanation of why it passes the filter. This is not investment advice or a recommendation.
• Technical summary on every stock, fund and ETF page: moving averages, oscillators, pivot points and candlestick patterns, from 1 hour to 1 month.
• Every Spanish mutual fund by name or ISIN, with official CNMV data: net asset value, costs, portfolio and rank within its category.
• Ten years of financial statements for every company that files with the SEC (including foreign ones such as TSMC or Santander), with ratios year by year.
• Bonds and rates: euro and US yield curves, 10-year yields for every EU country, risk premium and ECB and Fed policy rates.
• Commodities and futures by group, with returns and what one contract is worth.
• Economic calendar with the released value, plus earnings, dividend, split and IPO calendars.
• Earnings: who reports today, this week and the next ones, with EPS estimate and actual, the surprise and how the share price reacted; and on every stock page, the last eight quarters.
• Screeners for stocks, funds and ETFs from Europe, the United States, Spain and fifteen more markets, and crypto, with valuation, profitability, cost and performance filters.
• Markets today: world indices by region, inside the S&P 500, S&P 500 and IBEX 35 constituents, and a page for every cryptocurrency.
• Follow US Congress members and get an alert when they disclose a purchase (or a sale).

Trading with a review step

• Spot orders on Binance, Kraken and OKX with your own API key.
• Every order goes through a confirmation with the pre-trade check: how your portfolio would look and whether it would break any of your limits.
• From the long position tool, the entry order goes to the exchange with the same confirmation step.

Getting started

Create a free account on the home page with your email and a password, confirm the email with the link we send you and you're in: the whole app, with your own data, on the web, the Mac and the iPhone.

You can delete the account whenever you like from Settings › Account, with everything in it. The calculators and the public data pages don't need an account.

Web, Mac and iPhone

It runs in the browser and as a native Mac app. The iPhone and iPad app is in beta: you can request it from Settings.

The app is accessible: it works with VoiceOver and text grows with the size you have chosen in the system settings.

What it does NOT do

It holds no money or securities: what you own stays where it is, and orders go to your exchange with your key.

It does not tell you what to buy or sell. When a position goes past a limit, it tells you how much would have to change for it to fit back inside, which is a division you can check. Deciding is yours.

It is not a broker: you do not open a securities account with it.