Einkvux KI Dashboard view for consolidating market data across multiple trading venues
Data intelligence for private wealth planning

One dashboard for all the stock exchanges your family is invested in

Einkvux KI brings together portfolio and market data from different trading venues in one view and supplements it with predictive risk analyzes - as a basis for comprehensible, long-term decisions.

Portfolio overview (example)
Active connections3 trading places
DiversificationMeans
Risk classBalanced
Illustrative representation, no real-time data from a user account.

Fragmented data makes it difficult to obtain a reliable overall view

Anyone who invests through several brokers, banks or crypto trading venues knows the problem: Each platform provides its own key figures, its own export formats and its own update frequency. As a result, a risk assessment across the entire asset is usually only achieved with a delay - or not at all.

For families planning for the long term, this means a structural problem: decisions are made on the basis of incomplete information because manual consolidation is too time-consuming.

  • Time required: Manually merging account statements and portfolio overviews costs several hours a month.
  • Blind spots: Correlations between positions on different platforms often go undetected.
  • Delayed response: Market movements are only recognized when individual platforms are examined separately.

Centralized intelligence for decentralized markets

01

Unified dashboard

Positions, prices and risk indicators from different trading venues in a consistent view, without switching between individual systems.

02

Multi-exchange connectivity

Connection to different market segments via standardized interfaces, regardless of the respective provider format.

03

Predictive risk analysis

Models recognize patterns in historical and current data and rank positions according to risk adjustment.

04

Real-time data aggregation

Price and volume data are constantly updated so that deviations from the target allocation become visible promptly.

Technical substructure

API-based connection, encrypted data transfer (TLS 1.3), update intervals in seconds and audit-proof logging of all connected data sources.

Stocks ETFs Bonds Digital assets Fund
Einkvux KI works in the structured analysis of market data

Analytical clarity instead of blanket forecasts

Einkvux KI is designed to reduce the complexity of multiple data sources into a testable structure. Instead of blanket purchase recommendations, the platform provides comprehensible key figures on the basis of which users make their own decisions.

Each classification can be traced back to the underlying data points - transparency about the origin of a recommendation is just as important as the recommendation itself.

How market data becomes a classification

01

Data collection

Connection to stock exchange interfaces for ongoing recording of prices, volumes and order book depth across all linked accounts.

02

Normalization

Different data formats and time stamps from the individual trading venues are converted into a uniform structure.

03

Predictive analysis

Pattern recognition and correlation analysis across historical and current data form the basis of risk assessment.

04

Risk adjustment

Results are presented as concrete, reasoned evidence – including the data points on which they are based.

Example of risk distribution across three asset classes
Stocks
High
Bonds
Low
Digital values
High
Illustrative representation to illustrate the methodology, not a real customer evaluation.

Informed decisions for the next generation

Long-term wealth creation for the family

Positions from several portfolios are combined to form an overall allocation. Deviations from the desired distribution between stocks, bonds and other asset classes are continually made visible.

  • A weekly overview instead of individual checks per platform
  • Automated notifications in the event of deviations from the target allocation
  • Traceable history of all allocation changes

Minimizing risk during market volatility

During periods of increased volatility, the analysis identifies concentration risks that are easily overlooked by independently managed accounts.

  • Early notification of increased concentration on an asset class
  • Scenario representation of possible fluctuations in value based on historical patterns
  • Overview of correlations between positions from different trading venues

Questions about security and connectivity

How are my access data to the trading venues protected?

Connections to connected platforms take place via encrypted interfaces (TLS). Access data is not stored in plain text; The connection is made, where available, via read API permissions.

Can Einkvux KI trigger orders independently?

No. The platform analyzes data and issues ratings. Buying or selling decisions remain entirely with the user.

Which trading venues can be connected?

Common interfaces for stocks, ETFs, bonds and digital assets are supported. The specific scope depends on the technical availability of the respective platform.

How current is the data presented?

Price data is updated every second if the connected source supports this. Deviations from individual platforms in the event of delays are marked in the dashboard.

What happens to my data if I cancel?

After termination, linked access will be separated and stored data will be deleted or anonymized in accordance with the applicable retention periods.

Encrypted connections (TLS) Processing according to GDPR principles Read access without order authorization Audit-proof logging

Start with a consolidated view of your investments

Connect your trading venues and receive structured risk classification across all positions.

Start analysis Facility without obligation; Accesses can be separated again at any time.