Track and manage your financial investments. Lician Portfolio supports several portfolios at different banks aggregated as holdings, and evaluating investments.
MAKE MANAGEMENT OF SEVERAL PORTFOLIOS AT DIFFERENT BANKS SIMPLE
Combining portfolios as holdings in unlimited ways and examine the distributions and risks for the portfolios as simple as examining a single portfolio.
EVALUATE YOUR INVESTMENTS
With the Lician portfolio app you can evaluate all your investments and compare them easily
IMPORT PDFs FROM YOUR BANK (Beta test)
Import all your transactions from different banks and examine your holdings in the aggregated portfolios with regards to profit and losses, risk assessment and prepare a tax statement (currently for Sweden only).
Supported banks: Avanza, SwissQuote and Strateo/Keytrade
TRACK YOUR AGGREGATED INVESTMENTS OVER ANY NUMBER OF PORTFOLIOS
What’s the market doing and how is it affecting your assets? Track the numbers by portfolio, holdings (aggregated portfolios), asset class or individual security. Examine the current profit, risks and tax situation for a single portfolio or all your holdings.
INVESTMENT RISK ASSESSMENT
With Investment recommendations you can minimize risks and see how well your investments are doing. Uncover investment opportunities, minimize risk, and pinpoint costs to fine-tune and improve performance.
EXAMINE THE COSTS AT DIFFERENT BANKS AND COMPARE THEM EASILY
Is your portfolio located at an efficient bank? Compare the costs at different banks and take decisions on where they should be optimally located.