Stop guessing.
Start knowing.
Performance attribution & benchmarking for self-directed investors. See why you beat or lagged your benchmark — across currencies, options and shorts. All on your own machine.
10 broker connections — or import any CSV / statement
Local-first — data never leaves your machine
Broker connections — live sync and import
Bytes of your portfolio we ever store
From broker to clarity in three steps
No spreadsheets, no manual FX math. Get a true picture of your portfolio fast.
Connect or import
Connect IBKR, Schwab, Alpaca, Tastytrade, Coinbase and more for daily sync — or import any statement or CSV. Setup is guided.
Cresori does the math
Multi-currency at the right FX date, TWR & MWR, attribution and dividends — computed automatically, since inception.
Understand & act
See what's driving your returns, run what-if scenarios, backtest strategies with a plain-text prompt, and spot upcoming dividends — across every account.
Finally know why your returns happened.
Most tools show you a number. Cresori breaks it down — which holdings, sectors, currencies and decisions drove your performance, and which dragged it. The story behind the line.
- ✓Contribution by position, sector and currency
- ✓Time-weighted vs money-weighted returns side by side
- ✓FX effect separated from price effect
Everything you need to understand your portfolio
One place for performance, income, risk and rebalancing — across every account and currency.
True multi-currency
Every position priced with the FX rate at the date it mattered — not today's. Your real returns, in your base currency.
Dividends, tracked & forecast
See income received across accounts and a forward projection of what's coming — by month, by holding.
Options & shorts, handled
Contracts and short positions modelled correctly — strategy analysis, premium screening, per-currency cash.
Benchmarks that fit
Compare against the indices that match your strategy, not a generic line. Know if you're actually beating the market.
Screeners & alerts
Stock, ETF, fund and options screeners plus price and portfolio alerts — delivered to Telegram the moment they trigger.
10 broker connections
IBKR, Schwab, Saxo, Alpaca, Tastytrade, Tradier, Coinbase, Binance, Crypto.com and Kraken — live sync or import. Nothing routed through us.
Connect your AI
An MCP server that plugs your portfolio into Claude, ChatGPT or Cursor. Ten read-only tools, so you can just ask.
Strategy scorecard
Your track record on one page — risk stats next to the benchmark's own, exportable as PDF plus a line-by-line trade log.
Events calendar
Earnings, dividends and option expiries for everything you hold or watch, in one forward-looking view.
Why not just PortfolioAnalyst?
Free tools stop at the surface, and cloud trackers want your data. Here's how Cresori compares.
| Cresori | IBKR PortfolioAnalyst | Cloud trackers* | |
|---|---|---|---|
| Your data stays on your machine | |||
| Native connections (10 brokers) | |||
| Multi-currency, FX at the trade date | |||
| Performance attribution (the why) | |||
| Shorts & options modelled correctly | |||
| Stock, ETF & fund screener | |||
| Options screener & premium tracking | |||
| What-if simulator & AI backtesting | |||
| Dividend tracking + forecast | |||
| Tax report (per-country) | |||
| Strategy scorecard + PDF / CSV export | |||
| Connect to Claude / ChatGPT (MCP) | |||
| AI chat & alerts on Telegram | |||
| Read-only REST API |
* Sharesight, getquin, Portseido and similar hosted trackers. Comparison is indicative; competitor features vary by plan.
Your portfolio is nobody's business but yours.
Cresori is local-first. Your trades, positions and balances live on your own machine — not on our servers. Connect to Interactive Brokers through your own Gateway; nothing is uploaded. AI features send only a summarized context, and only when you ask.
“I built Cresori because I wanted to know how my own IBKR portfolio was really doing — across currencies, shorts and options — without handing my data to anyone. The free tools couldn't tell me why. So this is the tool I wished existed: honest numbers, on your own machine.”
Bring your own AI.
Cresori ships an MCP server — connect Claude, ChatGPT or Cursor straight to your portfolio and ask in plain English. Ten read-only tools, scoped to your own accounts. One click to install, nothing to write.
“Which of my covered calls are underwater?” · “What did FX cost me this year?” · “Show my dividend income by month”
MCP server
Claude, ChatGPT, Cursor — or any MCP client. Ten read-only tools, OAuth in the cloud.
Telegram
Alerts pushed the moment they trigger, plus an AI chat that knows your holdings. WhatsApp next.
REST API
Bearer keys for your own scripts, cron jobs and n8n flows. Read-only, scoped to your accounts.
Use it your way
Run the privacy-first desktop app, or start instantly in your browser.
Desktop app
Local-first — your data never leaves your machine. Realtime via your own IBKR Gateway, daily auto-sync, offline.
In your browser
Try the full app right now — no install. Import a statement or explore the live demo to see it on a real portfolio.
Know exactly how you're doing.
Be first in line. Join the waitlist and we'll email you the moment early access opens.