Portbit — desktop financial data analysis dashboard

Our technology decides for you

Portbit analyzes market data in real time and translates this information into concrete financial decisions, without requiring technical knowledge.

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Unified Dashboard

See everything in one place

Portbit connects to multiple exchanges and investment accounts and brings together the data in a single dashboard, without the need to consult each platform separately.

  • Balances and positions updated automatically.
  • Direct comparison between different accounts and assets.
  • History organized by period and origin.
Portbit — dashboard view with multiple linked accounts

How it works

Three steps, no technical terms

The process was designed for those who do not work with data on a daily basis. There is no need to program or interpret complex graphics.

01

Call

Link your investment accounts in just a few minutes, without sharing sensitive credentials.

02

Analyze

The system processes the data received and identifies patterns relevant to your portfolio.

03

Profit

Receive clear recommendations based on smart timing and risk decisions.

Practical results

Less risk, more free time

Risk reduction

Alerts before decisions, not after

The system flags high exposures and unusual movements before they become significant losses.

−32%

Real-time updates

Always up-to-date information, without manual effort

Data is updated continuously, without the need to update spreadsheets by hand.

24/7

Automated strategy

Recommendations tailored to your profile

The suggestions consider your time horizon and the risk tolerance you initially defined.

1h/day

Use cases

For those who want to grow their assets

Two distinct profiles, with different needs, but with the same starting point: organized data.

Individual investor

Monitor several accounts simultaneously and receive recommendations on when to reinforce or reduce positions.

Saves time previously spent comparing statements manually.

Small business owner

Use the dashboard to monitor cash reserves and evaluate short-term investment opportunities.

Frequently asked questions

Direct answers to the most common questions

Are my data and accounts safe?

We connect to your accounts through access with limited permissions. We never request authorization to move funds.

Do I need to know how to program or analyze data?

No. The dashboard presents recommendations in simple language, without technical graphics or advanced market terms.

How much does it cost to use Portbit?

You can create an account and explore the dashboard with no upfront costs. Paid plans become available after the trial period.

Start optimizing your decisions today

Connect your accounts and see the first report in a few minutes, with no commitment to stay.

Create free account

No credit card required to get started.