Helvestor

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Personal Finance Copilot for private investors in Switzerland.

launched 2 weeks ago5.0(1)

About Helvestor

Helvestor is an AI-powered personal finance copilot for private investors in Switzerland, designed to consolidate all investment accounts and brokers into one unified dashboard without bank logins. It provides a unique AI-score evaluating portfolio risk, diversification, and costs, offering clear explanations for all financial movements. Users benefit from automated daily market updates, a comprehensive portfolio analysis, and a dividend calendar to effortlessly manage and understand their investments. An iOS app is currently available, with an Android version in testing.

Pricing model

Freemium (Free tier + Paid plans)

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The SaaSearch Team
The SaaSearch TeamTeam2 weeks ago

I'm genuinely impressed by how Helvestor provides private investors in Switzerland with a unified dashboard for all their accounts, generating that unique AI-score for risk, diversification, and costs without needing bank logins.

Visit helvestor.ch

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