With Smart Invest you can follow the entire evolution of your investments in a visual, personalized and practical way.
Organize everything through modules according to your needs. All on one screen.
Available modules:
- Equity: main module, through which you can view your current equity, and control the display by banks and types of investments;
- Allocation: displays the values of each type of investment
- Assets: your assets with their average price, valuation chart of the last 10 days, quantity, current price and percentage of valuation of the day;
- Earnings: dividends and interest received in the last 4 months;
- Income: income from earnings per asset;
- Profitability: your assets that have appreciated the most since their acquisition;
- Segments: visualization of invested segments.
Types of investments available:
- Actions
- Real estate funds
- ETFs
- BDRs
- Cryptocurrencies
Integrations:
- B3