Private portfolio planning & analytics.
Professional portfolio analytics with live data, risk metrics, dividend insights, and research—built for repeatable, clean decisions.
12
analysed portfolios
284
requests
3
happy user
Why HERX Investment Desk
Immediate clarity, zero spreadsheets:
One upload → full analysis with performance, fees, and concentration risks.
Reliable market data
Multiple quote sources with fallbacks, FX normalization to EUR, timestamps and origin for every price.
Actionable guidance
Concrete levers like cost cuts, rebalancing prompts, and diversification hints — not generic advice.
Visuals that tell the story
Allocation donuts, Top/Flop bars, and a risk gauge that non-quants can read at a glance.
Personal yet consistent
Profile inputs (risk level, EU bias, ESG) → reproducible ETF proposals (UCITS, low cost).
Own your data
User-separated storage, private knowledge space, exportable enriched CSV.
Features and Benefits
Smart CSV import
Understands delimiters and DE/EN number formats → no cleanup required.
Symbol resolver (ISIN/WKN/Ticker/Name)
Stops mis-matches and duplicates → correct, stable quotes.
Live quotes + EUR conversion
One currency baseline → apples-to-apples portfolio view.
Portfolio analytics
Market value, P&L, performance, fees, concentration → strengths & weaknesses on a single screen.
Four core visuals
Allocation donuts, Top positions, Category breakdown, Risk gauge → faster, better decisions.
UCITS ETF suggestions
Aligned with your profile → simple on-ramp for plans and scaling.
News & earnings on demand
Context for your holdings → less noise, more signal.
Export & auditability
Download enriched CSV with sources & timestamps → share, archive, repeat.