Everything that makes your portfolio make sense.
Built for investors who want the truth about their performance — across accounts, currencies and instruments, on their own machine.
Returns you can actually trust — and explain
Time-weighted and money-weighted returns side by side, over any period, with attribution that shows what drove them.
- ✓TWR and MWR for any date range
- ✓Contribution by position, sector and currency
- ✓FX effect separated from price effect
- ✓Benchmarks matched to your strategy
Every dividend, received and forecast
Track income across accounts and currencies, and project what's coming next — so you can plan around it.
- ✓Dividends received, by holding and by month
- ✓Forward projection of upcoming income
- ✓Withholding tax captured per payment
- ✓Yield on cost and current yield
One portfolio, every currency, done right
Positions are priced with the FX rate at the date it mattered. No naive conversions, no fudged numbers.
- ✓FX at date, not today's rate
- ✓Per-currency cash balances
- ✓Base-currency view across all accounts
- ✓Realised vs unrealised FX impact
Options and shorts, modelled correctly
Derivatives and short positions handled the way they actually behave — the wheel reassembled into one economic cycle, premium tracked as income, assignment priced properly.
- ✓Wheel lifecycle: put → assignment → covered call → called away, as one round
- ✓Heat map, roll finder and covered call finder for strike selection
- ✓Return on deployed capital — the denominator that changes the story
- ✓Assignment probability via N(d2), not delta as a proxy
Test strategies before you commit
Run what-if scenarios on your live portfolio, or describe a strategy in plain text and let AI parse it into a historical backtest.
- ✓What-if: adjust prices, add positions, model market shocks
- ✓Projected NLV timeline and impact vs today's allocation
- ✓Describe a strategy in plain text — AI resolves tickers and builds the config
- ✓Backtested strategy vs actual portfolio and benchmark, side by side
Bring your own AI — three ways in
An MCP server that plugs your portfolio into Claude, ChatGPT or Cursor. A Telegram bot for alerts and chat on the move. A REST API for everything you'd rather script.
- ✓MCP: ten read-only tools covering positions, performance, attribution, dividends, options income, tax and watchlists
- ✓One-click install for Claude Desktop, deep link for Cursor, OAuth in the cloud
- ✓Telegram: alerts pushed the moment they trigger, plus AI chat (WhatsApp next)
- ✓REST API with bearer keys for cron jobs and n8n flows — read-only, scoped to your accounts
Built for the whole workflow
Connect your brokers, run screeners, set alerts, and export what you need — including a ready-to-file tax report.
10 broker connections
IBKR, Schwab, Saxo, Alpaca, Tastytrade, Tradier, Coinbase, Binance, Crypto.com and Kraken — live sync or import. Nothing routed through us.
Import from any broker
Bring history in via CSV or statement from any broker. Cresori normalises FX, splits and corporate actions automatically.
Screeners
Stock, ETF, fund and options screeners — delta target, covered capacity, earnings filter, Greeks columns and dividend quality metrics.
Price & portfolio alerts
Get notified on price moves and portfolio conditions — watchlists included.
Full history
Track since inception, not just the last few years. Your whole story in one place.
Tax report
Per-country tax report with dividends received, withholding tax, realized P&L and fees. Ready for your accountant.
Strategy scorecard
Your whole track record on one page — your risk stats beside the benchmark's own — exported 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.
Margin history & stress replay
Replay how tight your margin cushion actually got through past volatility — history your broker doesn't keep.
Local-first by design
Your data lives on your machine, not our servers. Connect to IBKR through your own Gateway — nothing is uploaded.
AI portfolio chat
Chat with your portfolio on Telegram — positions, returns, dividends, tax exposure. Context-aware, scoped to your data. Per-tier weekly budget included, no API key needed.
See it on your own portfolio.
Join the waitlist and try it on your own portfolio when early access opens.