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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 Hypertradeworx?

Hypertradeworx serves as a self-custodial trading platform that can be accessed through both a web interface and an Android application, allowing traders to execute perpetual futures orders across five decentralized exchanges—namely Hyperliquid, Lighter, AsterDex, GMX, and Ostium—using a single order ticket. Users can manage a single embedded wallet, choose their desired venue for each transaction, and keep track of all their positions within a consolidated portfolio while ensuring that their margin is held at the specific venue where each position is established. The platform supports a diverse array of trading assets, including crypto perpetuals, as well as perps for stocks, indices, foreign exchange, and commodities, alongside offering prediction markets obtained from Polymarket featuring 5 and 15-minute Up or Down options, cross-chain swaps, lending services, and an AI assistant that prepares orders pending user confirmation before execution. Additionally, traders can engage in practice sessions with a virtual balance without the necessity of account creation, and a read-only MCP server coupled with an API-key interface is provided for agent utilization. The platform maintains a competitive edge by implementing trading fees of just 0.05% per transaction and eliminating subscription charges, making it an economical choice for traders. Ultimately, Hypertradeworx enhances the trading experience by merging various functionalities into one effective platform, thereby catering to the needs of both novice and experienced traders alike.

Media

No images available

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$19/month
Free Version
Free Trial Offered?

Pricing Information

Free
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vestiio GmbH

Date Founded

2026

Company Location

Switzerland

Company Website

vestiio.com/en

Company Facts

Organization Name

Hypertradeworx

Date Founded

2025

Company Location

Brazil

Company Website

www.hypertradeworx.com

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

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