Capabilities connects your different exchanges and financial accounts in a single dashboard, with real-time AI analysis that processes large volumes of data to suggest concrete adjustments to your portfolio.
The platform processes continuous flows of market information, account movements and macroeconomic indicators to build predictive models adjusted to each risk profile.
Instead of reacting after a sharp move, the system identifies patterns of volatility and risk concentration as they form, and translates those findings into understandable alerts, without unnecessary technical jargon.
The objective is not to predict with absolute certainty, but to reduce uncertainty when deciding: which assets to rebalance, when to review a position and what exposure is reasonable for the horizon of each family.
Consolidated data from all connected accounts, without manual spreadsheets.
Each exchange and each bank has its own interface, its own data format and its own history. Capabilities brings together that dispersed information in a single view, with the same measurement criteria for each asset.
The connection is made through read-only integrations: Capabilities consults balances and movements, but does not execute operations without express authorization from the user. A 360-degree view of family assets is available in a single dashboard, updated as markets change.
The process is divided into three verifiable stages, so that each suggestion has a clear origin and can be reviewed by the user before acting.
The accounts and exchanges indicated by the user are connected and movements, balances and history are normalized in a common database.
The models analyze volatility, correlation between assets and risk exposure, comparing the current state with similar historical scenarios.
The system translates the analysis into concrete rebalancing options, prioritizing risk mitigation over short-term profitability.
Many families accumulate positions in a few assets or currencies without planning, simply because of how the savings arrived. Capabilities identifies this concentration and proposes diversification alternatives in accordance with the investment horizon defined by the user, without recommending specific products or promising returns.
Before a market movement significantly affects the portfolio, the system flags the assets with the greatest exposure and suggests gradual adjustments. The priority is to maintain stability in the accumulated assets, not to pursue specific short-term returns.
It is recalculated with each market data update.
Add your accounts and exchanges to Capabilities and start reviewing your risk exposure from a single dashboard, with recommendations based on up-to-date data.
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