Every portfolio in the house, on one screen

Connect your custodians or the file you already keep and every portfolio is there: what it is worth, how it is doing against its index and where the return came from. Then ask it anything.

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The question box of the portfolio workspace: an empty prompt that reads 'Ask a financial research question', with the row of controls underneath — Standard, the Portfolio chip already chosen, Link Sources, Improve and an attachment — and hanging from that chip the portfolio picker, with its search field and the book to read: all portfolios across every mandate, ticked, and below it the Growth Mandate and Balanced Income in euros and Global Equity — Core in dollars

The portfolios update themselves. And you can ask them anything.

Connect your custodians

Positions, cash and movements from every custodian, reconciled before you sit down.

The screen for adding a custodian: a search field over a list of banks and brokers — Fidelity, Citi, Chase, Charles Schwab, Interactive Brokers, Santander, BBVA and the file you already receive — each one saying whether it sends positions straight through or a statement to import

Connect it once, on the custodian’s own screen

Find your bank or broker in the list, sign in where you always do, and every account under that login arrives at once. The password never sits with us.

Holdings, cash and the movements behind them

Positions and what they cost, cash by currency, buys, sells, dividends and fees, with history enough to work out the return. No live feed? The Excel, CSV or PDF your bank emails is read the same way.

Read-only, refreshed each morning or when you ask

No order is placed, no cash is moved. It refreshes overnight and again on demand, shows its last sync and any difference with the custodian’s own figure, and disconnects from the same screen.

Ask Eldarion about a portfolio

An assistant that already knows the whole book.

The portfolio open in Eldarion with the Ask panel alongside it: on the left the mandate, its sector tilt against the index and the whole allocation as a ring; on the right the panel, where someone has asked why the portfolio is ahead of the benchmark this quarter and the answer is already written — ahead by 1.4 points, +6.2% against +4.8%, and underneath the sectors that account for it: Financials, Utilities, Information Technology and the rest, each with what it was worth, the holdings and returns the figures came from, and a button to add the comment to the report

Attribution, risk and allocation, already worked out

All three views sit over the same book: the sector tilt against the index, the valuation beside it, the whole allocation as a ring you can open.

Ask one portfolio, or all of them

Ask in plain words, and the answer comes back with the holdings, sector returns and mandate policy it used.

One click and it is in the report

The answer goes into the quarterly commentary in the house tone and language, every figure still linked to the position behind it.