PRIVACY BY ARCHITECTURE

Strong Technology
Strong Principles

We protect your data not with abstract policies, but with an architecture that enforces security at the system level.

Security embedded by design

Minimal Data
Maximum Protection

We protect your data

We do not collect personally identifiable information about our users. Each account is linked only to a pseudonymized user ID, so assets cannot be attributed to a specific person.

We encrypt your data

Sensitive data is processed only in Switzerland and the European Union and is never used for AI training. Data is stored fully encrypted on cloud infrastructure in Zurich.

We restrict data collection

We use no advertising cookies, third-party trackers or user profiles. We measure only anonymous page views to keep our platform stable—after all, we sell our service, not your data.

We guard your data

We protect your data records to the gold standard of modern financial institutions. Deep in the database, every record is strictly isolated row by row so that no one but you can access it (Row-Level-Security).

New technology finally makes a simple idea possible: clarity about your wealth shouldn’t depend on how much you have.

Kimmo, CTO of Generative Trading

TRANSACTION CAPTURE

Comfortable &
Reliable

Skip manual data entry. Simply upload your trade confirmations and transaction ledgers. Our AI-powered technology reads the documents accurately and automatically turns them into a structured portfolio history.

TRANSAKTIONSERFASSUNG / WORKFLOW PREVIEWREADY
PDF / TRADE CONFIRMATIONtrade-confirmation_09-2026.pdfGT

STRUCTURED INTAKE

A holding with context

Security, date, quantity, price and fees are prepared as a traceable transaction.

WERTPAPIERNAMEISINWÄHRUNGDATUMARTANZAHLPREISGEBÜHRENBANK

Interactive preview: the public website does not transmit files

AI INSIGHTS / MODULE PREVIEW
Wealth Hub Plattformansicht

AI INSIGHTS

We analyze
You decide

Modern LLM models prepare information from your financial position to make relevant relationships visible. Gain transparent financial context — purely analytical and without investment advice.

Become the
Next Generation
of Investors

EXPLORE FOR FREE