Free portfolio look-through analysis, multi-custodian consolidation, property comparable sales across 11 global markets, and investment risk APIs. Built in Switzerland, open to everyone.
Enter your ETF and fund ISINs to see what you actually own underneath. A free, transparent alternative to Morningstar X-Ray -- built for European investors.
Drill into ETF and fund holdings from 13 public sources including iShares, Vanguard, SPDR, JustETF, and FT.com.
Asset allocation, geographic exposure, GICS sectors, stock overlap between funds, fee analysis, and top holdings.
Weighted TER calculation with passive benchmark comparison. See how much you could save switching to lower-cost alternatives.
Identify stocks held in multiple funds with exact weight attribution. Spot hidden concentration risk.
European focus. Enter ISINs (not tickers) for accurate identification across all European fund domiciles.
Download a branded 9-page PDF with all analysis views. Email capture only for PDF -- on-screen results are fully free.
Search comparable property sales by location across 11 markets worldwide. Government open data, no estimates. Generate PDF valuation reports with methodology, comparable transactions, price trends, and rental yields.
Land Registry, DVF, HDB, NYC DOF, DLD, and other government sources. No algorithmic estimates.
Branded reports with comparable transactions, price trends, methodology, and stamp duty calculators.
Programmatic access via api.nwc-advisory.com. Swagger docs, OpenAPI 3.1 spec. Free tier available on RapidAPI.
Upload PDF statements from multiple Swiss and European custodians. Get a unified portfolio view with 19-section bilingual PDF report covering allocation, look-through, fees, concentration risk, and cross-custodian overlap.
7-signal market risk scoring with full audit trails. Every calculation is reproducible, explainable, and mapped to FinSA/FinIA documentation requirements. 19-year backtest validation.
Upload a portfolio as PDF or JSON. Get a comprehensive analysis with risk scoring, allocation recommendations, macro context (LEI/OAS/SPY), and a branded PDF report.
All tools available as REST APIs with OpenAPI 3.1 specs. MCP server for AI agent integration (Claude, ChatGPT). Available on RapidAPI marketplace.
Portfolio X-Ray and property searches are free. Consolidation plans for professional use below.