Aperezva unified dashboard overview used by a parent reviewing multi-exchange investment data
AI-Powered Portfolio Intelligence

Consolidate your exchanges. Let the analysis run itself.

Aperezva connects to your existing accounts, reconciles the data into a single dashboard, and applies predictive models to flag risk before it becomes a problem. Built for parents who have fifteen minutes a week, not fifteen hours.

One dashboard, regardless of where your money sits.

Most parents hold investments across two or three platforms by accident, not design. Aperezva reads each account through secure, read-only connections and presents the combined position without you needing to log in anywhere else.

01

Read-only account links

Connections never carry withdrawal permissions, so Aperezva can view balances and trades without the ability to move funds.

02

Automatic reconciliation

Duplicate holdings and currency differences are matched and normalised, so totals reflect your actual exposure.

03

Single update cycle

Data refreshes on one schedule across every connected platform, removing the need to cross-check figures manually.

Compatible with major exchanges
Coinbase Kraken Binance eToro Interactive Brokers Trading 212

Risk assessment without the spreadsheet work.

The analysis layer does not predict certainty. It identifies where your current allocation is exposed to concentrated risk and surfaces that before you act, not after.

  1. 1

    Data ingestion

    Transaction history, balances, and market pricing from every connected exchange are pulled into one normalised dataset.

  2. 2

    Pattern comparison

    The model compares your current allocation against historical volatility patterns for similar asset mixes.

  3. 3

    Risk flagging

    Positions that sit outside your stated risk tolerance are marked for review, with the reasoning shown alongside each flag.

  4. 4

    Plain-language summary

    A short written summary replaces raw figures, so you can decide in minutes rather than interpreting charts.

Built around long horizons, not day-to-day trading.

Select a scenario to see how the dashboard frames the decision. Each view uses the same underlying data, interpreted differently depending on the goal.

Education fund tracking

Set a target date and the dashboard projects whether current contributions and growth assumptions keep pace with it, adjusting the outlook as markets move.

  • Single view of progress against a fixed date, not just a balance
  • Alerts when a shortfall risk appears, with time to respond
  • No need to manually recalculate after each contribution

Illustrative projection range — not a guaranteed outcome.

Long-term growth positioning

For holdings intended to compound over a decade or more, the dashboard emphasises allocation drift rather than short-term price movement.

  • Monthly drift reports instead of daily price noise
  • Rebalancing suggestions tied to your original targets
  • Historical comparison across market cycles, where data permits

Illustrative projection range — not a guaranteed outcome.

Risk rebalancing review

When one exchange or asset class grows disproportionately, the system highlights the imbalance and models what a rebalance would look like before you commit to it.

  • Concentration flags before exposure becomes significant
  • Side-by-side comparison of current versus rebalanced state
  • No automatic trading — every change remains your decision

Illustrative projection range — not a guaranteed outcome.

Trust built on method, not testimonials.

We would rather explain how the system works than ask you to take our word for it.

EncryptedRead-only

Security standards

All account connections use encrypted, read-only API access. Aperezva cannot initiate withdrawals or trades on any linked exchange.

UK GDPR

Data privacy

Personal and financial data is processed under UK GDPR principles. Data is retained only as long as needed to provide the analysis, and you can request deletion at any time.

Documented

Algorithmic integrity

Model logic and risk-scoring criteria are documented and reviewed on a fixed schedule. Outputs include the reasoning behind each flag, not just a score.

Aperezva team reviewing the predictive analysis engine and dashboard design

Built for people who review finances in short sessions.

Aperezva was designed around a simple constraint: most individual investors, and parents in particular, do not have time to monitor markets daily. The platform does the ongoing monitoring and surfaces only what requires a decision.

Our focus stays on data accuracy, clear reasoning, and keeping control of every transaction with the account holder. No automatic trading is performed on your behalf.

Read more about us

Connect your accounts and see the consolidated view within minutes.

Set-up involves linking each exchange through a read-only connection. No trading permissions are required, and you can disconnect at any time.

Typical onboarding time: under 10 minutes per exchange