Valytics

Profolio, Capital and Clarity

Built for global investors to manage and track the profolio

Every purchase is logged with asset, amount, and date — sorted by capital allocated, so your largest exposures are always front and center.

Set monthly max exposure per asset. Track allocated vs. remaining in real time. Progress bars show exactly value that you have put for each position.

Tap any trade to view your rationale — adds, trims, or dividends. Every decision is documented, so you can review and refine your strategy over time.

Know your concentration risk. A donut chart breaks down capital weight across all holdings, with the top position clearly called out. Built-in alerts flag when any single asset exceeds your comfort zone — so you can rebalance before risk runs away.

Purchase. Allocate. Monitor. Adjust. Everything you need to manage positions and plan capital across stocks, funds, and crypto — no noise, no overhead.