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What is Vestiio?
Vestiio acts as a comprehensive portfolio management platform and an AI-powered analyst designed specifically for individual investors who hold stocks and ETFs across various brokerage accounts.
Users have the option to seamlessly link their US and Canadian brokerage accounts in a read-only mode through Plaid or to manually upload their statements if preferred. The platform offers valuable insights into time-weighted returns relative to chosen benchmarks, keeps track of dividend income, and provides a clear picture of portfolio composition, identifying duplicated companies, overlaps in ETFs, and actual sector distributions.
You can interact with the AI analyst, which is knowledgeable about your assets, notes, and investment strategies, offering feedback based on real-time market data. The Pro version includes a feature dubbed Radar, which delivers news notifications relevant to your holdings, while the Premium version introduces Scouts, enabling you to ask questions that Vestiio will validate weekly.
Research functionalities are extensive, featuring a stock screener that employs the V-Score, access to 13F filings from leading fund managers, and thorough market briefings. Furthermore, users can choose to share their portfolios privately or compete on a leaderboard with other investors.
Crucially, Vestiio functions solely in a read-only manner, refraining from any trading or financial transactions. All user data is securely stored in Switzerland, prioritizing privacy and data protection. You can start with a Demo that utilizes sample data without requiring a credit card, and subscription plans are available beginning at an affordable $19 per month, making Vestiio an invaluable tool for investors seeking in-depth insights and management capabilities for their portfolios. As a result, it caters to a wide range of investment preferences and enhances users' overall investment experience.
What is BitPolaris Proof of Reserves Kit?
The Proof of Reserves Kit functions as a crucial verification instrument for reserves, targeting cryptocurrency exchanges, brokers, and custodians in need of confirming customer balances or conducting reserve audits. It enables the importation of liability balances through multiple methods, including CSV files, read-only SQL queries, or internal HTTP endpoints, which are subsequently organized into a Merkle sum tree. This application verifies declared wallet balances on networks such as EVM, TRON, Bitcoin, Solana, and XRP Ledger at designated block or ledger positions, and effectively accommodates Bitcoin HD wallets by utilizing their extended public keys. Moreover, it employs read-only connectors to retrieve balances from Fireblocks vaults, alongside both Binance spot and funding accounts. The software not only verifies wallet ownership signatures but also produces daily snapshots that are Ed25519-signed, in addition to auditor reports and CSV annexes available in English and Turkish. Users can also validate individual inclusion proofs through a specialized branded verification page, enhancing transparency. This service is made available as either a BitPolaris-hosted option or can be installed directly on client servers, which guarantees that it neither stores any keys nor facilitates fund movements. Such dual accessibility significantly boosts its adaptability for various operational setups within the ever-evolving cryptocurrency landscape. Ultimately, this kit provides a reliable framework for maintaining trust and integrity in cryptocurrency transactions.
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API Availability
API Availability
Pricing Information
$19/month
Basic $19, Pro $39, Premium $59 a month. Yearly plans include two months free. 14-day trial, no card needed.
Free Trial Offered?
Pricing Information
€490/month
For existing BitPolaris customers, the add-on costs €1,700 one time plus €85/month. The standalone hosted plan costs €6,300 for setup plus €490/month. The self-hosted license costs €9,800 one time, followed by €1,960/year for updates. Audit-day support costs €980 per quarter.
Supported Platforms
SaaS
Supported Platforms
SaaS
On-Prem
Customer Service / Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
Vestiio GmbH
Date Founded
2026
Company Location
Switzerland
Company Website
vestiio.com/en
Company Facts
Organization Name
BitPolaris
Date Founded
2016
Company Location
Türkiye
Company Website
bitpolaris.com/products/proof-of-reserves/
Categories and Features
Stock Portfolio Management
Not specified
Categories and Features
Crypto Compliance
Not specified