Exirio is a wealth management application designed to track diverse investments, including stocks, crypto, and property, across multiple currencies. The platform automatically imports transactions and performance data from over 12,000 banks and brokers, eliminating the need for manual spreadsheets. Users gain a consolidated view of their assets to evaluate performance metrics and securely store related documentation.
Funding
$110K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many individuals struggle to consolidate and monitor their diverse investment portfolios, which often include assets across multiple financial institutions and currencies. Manually tracking these investments through spreadsheets is time-consuming, error-prone, and lacks real-time performance insights.
Solution
Exirio is a wealth management application that provides a consolidated view of a user's investment portfolio, supporting various asset classes and currencies. By securely connecting to over 12,000 banks, brokers, and crypto exchanges via API, Exirio automates the import of transaction history, portfolio holdings, and performance metrics. The platform offers real-time currency conversion, enabling users to view their investments in their preferred currency and understand the impact of currency fluctuations on overall returns. Exirio also delivers key performance indicators, such as realized and unrealized gains, MWR, TWR, and asset allocation, to facilitate informed decision-making.
Target Audience
Exirio targets individual investors, expats, and wealth management clients who need a comprehensive, multi-currency portfolio tracking solution to monitor their diverse investments and make informed financial decisions.
Features
- Automated portfolio tracking through secure API connections to over 12,000 financial institutions and crypto platforms
- Support for a wide range of asset classes, including stocks, cryptocurrencies, real estate, ETFs, and luxury assets
- Multi-currency support with real-time currency conversion for accurate performance analysis
- Key performance metrics, including realized and unrealized gains, MWR, TWR, invested capital, and currency exposure
- Portfolio diversification analysis to identify asset allocation and risk exposure
- Secure, bank-grade security measures to protect user data and privacy
- Two-factor authentication (2FA) for enhanced account security
- Mobile apps available for both iOS and Android platforms