Product
Designed for wealth management professionals.
Organize your investments, save time on manual analysis and gain unparalleled financial clarity.
TwentyOne Engine
Scroll to see how TwentyOne process your data
Master your portfolio, effortlessly.
Diversifying your portfolio is a complex challenge that demands significant time and expertise without the right tools. TwentyOne streamlines this journey, providing a structured path to document your progress and reach new financial milestones as you grow.
Modernized
workflows
TwentyOne's technology automates repetitive tasks—from traditional data collection to ramping up on even the most complex investment ideas.
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2024
2025
2026
Consolidated Wealth Report
Start is easy
Step 1
Choose a plan
Step 2
Configure your portfolio assets
Step 3
Start tracking your progress
• AI-NATIVE DATA INFRASTRUCTURE
Clean financials,
instantly
Stop wasting time fixing broken spreadsheets. TwentyOne transforms raw, fragmented data into professional financial insights with zero latency.
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#REF! ERROR...
Net Worth
$12.4M
Live Update
Performance
+24.8%
Yield
4.2%
• Core Features
What’s inside TwentyOne?
The complete all-in-one wealth management ecosystem.
Global Asset Coverage
Accurate data on global stocks, ETFs, Crypto, and Commodities updated in real-time.
AI Risk Summaries
SmartInsight™ powered research to identify hidden correlations and risks in your portfolio.
Wealth KPIs
Track TWR, CAGR, Drawdown and more metrics across your entire net worth automatically.
Personalized View
Customize your cockpit. Organize widgets, charts, and tables to fit your investment style.
Deep Visual Analytics
Interactive heatmaps and allocation charts to see exactly where your money is working.
Non-Custodial Security
Your Journal is encrypted. We don't link to bank logins; your privacy and security are absolute.
• SYSTEM ARCHITECTURE
The 4-Brain Engine
Your wealth, analyzed in 4D. SmartInsight™ combines four specialized models to continuously diagnose your portfolio's structure, psychology, and performance.
01. MATH ENGINE
Financial Math
Calculates Time-Weighted Returns (TWR), CAGR, and Volatility with institutional precision, ignoring cash flow distortions.
02. PSYCHOLOGY
Behavioral Analysis
Detects emotional patterns like "Panic Selling" or "FOMO". It alerts you when you are deviating from your DCA strategy.
04. BLACK SWANS
Statistical Risk
Monitors Kurtosis and Value-at-Risk (VaR) to predict extreme market events and tail risks before they happen.
03. STRUCTURE
Portfolio Health
Analyzes diversification (HHI), concentration risk ("Whale Assets") and liquidity ratios to keep your structure robust.
• Intelligence Suite
The Full Analytical Suite.
We have integrated every technical metric from your models so you can understand the "why" behind every move in your wealth.
Portfolio Quality Radar
A 5-point visual audit: Diversification, Performance, Risk, Efficiency, and Correlation.
Asset Correlation
Detect if your assets move in sync to avoid the trap of "fake diversification."
Risk-Return (Modigliani M2)
Adjust your returns for risk. Are you winning through skill or excess danger?
Montecarlo Simulation
Run thousands of projections to see the statistical probability of reaching your goals.
Asset Increment
Separate organic growth from contributions. See how much money your portfolio creates.
Net Profit History
An unalterable financial journal showing the evolution of your real accumulated profit.
Among others
Linear Regression
Asset Evolution
Volatility and Return
Annual Dist. (Boxplot)
Yield Dist. (Log)
Ulcer Index (UPI)
Smart Target Control
Break-even Analysis
Annual Returns
Why change?
Your Current Excel
- Requires manual maintenance
- Broken formulas
- No alerts or insights
TwentyOne
- Cloud synchronization
- Automatic calculations (TWR, CAGR, ...)
- 24/7 Risk Audit
Invest in mental clarity.
Join the founders and investors who already manage their wealth with TwentyOne.
*Immediate access to the demo. No credit card required.