Carteira Advisor

Carteira de Investimentos

About this app

Improve your financial management with Portfolio Advisor
Discover the power of Carteira Advisor, the complete app to manage your investments and boost your evolution as an investor. Keep a close eye on your assets, set financial goals and organize your portfolio efficiently.

With our portfolio distribution feature, you can allocate your investments strategically, ensuring the ideal balance between your investments. We consolidate everything on a single platform, covering fixed income, variable income, direct treasury, cryptocurrencies, American assets, currencies, investment funds, COEs and private pensions.

Thanks to integration with Open Finance and non-regulated connectors, we offer the possibility of automatically consolidating investments in fixed income, funds, COEs and pensions, providing an even more comprehensive view of your portfolio.

The visualization of your portfolio is clear and detailed, with interactive graphs, historical profitability and indicators that facilitate informed decisions. Additionally, you can track movements, dividends and other details in real time.

For your convenience, we allow you to register assets manually or automatically synchronize your variable income and treasury positions directly with the B3 logged in area.

Start your journey to more efficient financial management right now and achieve your goals as an investor. Download Portfolio Advisor today and experience the future of investment management.

Find out more at http://carteiradeinvestimentos.com.