Kinvo: Acompanhe investimentos

Kinvo Tecnologia da Informação

In-app purchases

About this app

Your investments are much more aligned with your dreams and goals when you use Kinvo.

In an easy, practical and intuitive way, you can track investments in one place, organize them into multiple portfolios by strategies or objectives, set goals, see profitability, compare them to benchmarks and analyze every detail of fixed income and variable income with unique tools.

To track investments more easily, import them using the B3 (stock exchange), BTG Pactual, Itaú, XP, Órama connections, among others.

And if your investments pay dividends, see that extra money falling into your account with predictability and receive notification of each payment with the analysis of earnings.

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Connections and manual registration:

With the B3 connection, it is possible to import and monitor your variable income investments, such as your Bovespa stocks and Treasury Direct. In other connections, such as BTG Pactual and others, it is also possible to import fixed income and variable income.

Whenever you need it, you can also register fixed and variable income manually. So you can even track custom investments like real estate, livestock, currency, land, and more.

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Profitability:

Do your investments beat the CDI, IPCA, IFIX, IBOV and savings? See and compare the profitability of fixed income, such as Direct Treasury, CDB, LCI, LCA, and variable income, such as shares, FIIs, ETFs, BDRs, cryptos, American investments and even real estate and much more. Have the autonomy to transform your investments into the achievement of goals.

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Earnings:

Are you planning to live on passive income with your dividends? Who knows how to use your earnings to reinvest or buy a house, car, travel? Whatever the destination of your earnings, on Kinvo it is possible to follow the payment schedule of dividends, JCP and earnings and always be notified when they are paid. Practical, right?

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Real-time actions:

In addition to easily importing your stocks from Bovespa and Treasury Direct using the B3 connection, it is also possible to see stocks in real time, as well as FIIs, BDRs and ETFs, and instantly know if they are doing well or not with Kinvo Trade.

Being able to follow investments, such as stocks, in real time is essential – after all, the perfect timing for buying and selling greatly optimizes your gains and avoids losses.

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Analyze every detail of fixed and variable income, be it CDB, LCI, LCA, Direct Treasury, shares, FIIs, ETFs, BDRs, cryptos and other categories. So you always know when you need to make adjustments to improve performance.

See the profitability of

fixed income, Direct Treasury, Bovespa shares, other variable and personalized income;

— Know the purchasing power of your investments against inflation;

— Follow the calendar of your earnings;

— Analyze the Risk x Return of the portfolio and individual investments;

— Know which are the most aggressive and defensive assets in Asset Sensitivity;

— Compare your investments to the main benchmarks in the Asset Comparator;

— Find out which of your fixed income investments are protected by the FGC;

— Set goals for your portfolios;

— Use the connections to follow the Treasury Direct, fixed income and variable income.

— Follow stocks in real time with Kinvo Trade, in addition to other variable income assets;

— Have a complete breakdown of all your assets;

— Facilitate your variable income declaration on Kinvo Web with Summary of Positions for IR;

- And much more!

Evolve your investments leaving them all aligned with your goals and dreams.

Kinvo's practicality is in the app and on the web. ;)



Download now.



Terms of use: https://www.kinvo.com.br/docs/termo-de-uso.pdf
Privacy Policy: https://www.kinvo.com.br/docs/politica-de-privacidade.pdf

Ratings and reviews

The app delivers what it promises, which is consolidate all the investments you have in one place so you can have information on the overall performance of the investments you have with different banks and brokerages, but surprisingly the connection with these other financial institutions is not automatic, so you have to input all the information manually, what can be quite painful. Also, the available reports are very limited and simple and you cannot customize them if you want to have a specific view.

App is great! I would give 5 if the App focused on enhancing the "proventos" feature. That's one action item I wanted to suggest. In addition, I wish the app could have a chart of "Expected Return vs Volatility". An "Use Case" for that is to help us to understand what's efficient and it's not in the portfolio. We would be able to plot frontier line and so on.. from that, also work on maximizing the portfolio efficiency by balancing assets correctly. Ps. You can reach me for more details. :)

Would give it 5 stars if it could auto sync with CEI without need of manual refresh. Besides that, love the app and the web version too

What's new

Correções.