Features
Every holding, every exchange, one clear view
fier capœuvre ai brings together the accounts you use to manage family wealth and turns scattered statements into a single, readable picture — built specifically for parents who oversee more than one portfolio.
Below: a closer look at consolidation, allocation tracking, reporting, and the workflow that ties it together.
Consolidation
Stop reconciling spreadsheets by hand
Most families managing money across several exchanges end up with a folder of exports and a spreadsheet that's always slightly out of date. fier capœuvre ai replaces that with a live, structured view of holdings as they actually stand.
Connected exchanges, one ledger
Link the exchanges and brokerage accounts your family already uses. fier capœuvre ai organises balances, positions, and transaction history into a single ledger, so you're no longer switching tabs to answer a simple question like "what do we actually hold right now?"
- Single login View balances from every connected account without signing into each exchange separately.
- Shared visibility Give a co-parent or advisor read access to the same consolidated picture.
- Change tracking See when a balance or position was last updated, account by account.
What consolidation looks like day to day
Rather than exporting CSVs on a Sunday night, you open one screen. Positions across accounts are grouped by asset, not by exchange, so duplicate holdings are easy to spot and idle cash is easy to notice.
- Grouped by asset Same holding across two exchanges shows as one line, not two.
- Idle cash flags Balances sitting uninvested are surfaced instead of buried.
- Family-level scope Built around managing more than one portfolio at once, not a single trading account.
Allocation & Reporting
Understand the shape of what you hold
A total balance on its own doesn't tell you whether the family's money is concentrated in one asset or spread sensibly. fier capœuvre ai breaks the portfolio down so allocation drift is visible before it becomes a problem.
Allocation by asset class
Illustrative allocation split across a connected portfolio — actual charts reflect your linked accounts.
Reporting that answers real questions
Instead of generic performance charts, reports are structured around the questions parents actually ask: how much is exposed to a single asset, how balances moved this month, and which account holds the most of the family's risk.
How It Works
From scattered accounts to one dashboard
Getting set up is deliberately simple — the goal is a working overview in one sitting, not a lengthy onboarding process.
Connect your accounts
Link the exchanges and brokerages the family uses, or add holdings manually where a direct connection isn't available.
Review the consolidated view
fier capœuvre ai groups everything into one ledger and surfaces allocation by asset class, account, and balance type.
Track and share
Check in on changes over time, export summaries when needed, and share visibility with a co-parent or advisor.
Built for the way families actually manage money
Designed around households, not single traders
Trading platforms are built for one account and one person watching the market. fier capœuvre ai is built for the parent who's responsible for several accounts at once — sometimes their own, sometimes a child's, sometimes a shared family fund — and needs a coherent view without juggling logins.
- Multi-account by default The interface assumes more than one portfolio from the start.
- Plain-language summaries Reports are written to be understood quickly, not decoded.
- Shared oversight Structured for visibility across a household, not just a single user.
Why It Matters
Clarity reduces the chance of costly oversights
Fewer blind spots
Holdings spread across separate exchanges are easy to lose track of individually. A consolidated view makes gaps and overlaps visible.
Faster decisions
When allocation and balance data are already organised, reviewing the family's position takes minutes, not an evening.
Easier collaboration
A shared, structured view is simpler to hand to a co-parent, family member, or advisor than a folder of exports.
See your family's full portfolio in one place
Connect your accounts and get a consolidated view of holdings, allocation, and balances — built for parents managing more than one exchange.
Start Optimising Read more about fier capœuvre ai