A unified dashboard brings together your holdings across different investment platforms, so you can monitor your wealth strategy from a single view, without switching between systems.
Explore StrategyIllustrative representation: consolidation of data from multiple markets into a single observation point, updated continuously.
Today's markets generate rapid and often simultaneous movements in different assets and platforms. When information arrives dispersed, with delays or from disconnected sources, decisions are made with an incomplete vision.
For a heritage built over decades, that incompleteness is not a technical detail. It is the margin in which the opportunity to react is lost or a greater risk is assumed than the owner believes he is accepting.
Tarelo Puxem does not eliminate market volatility. It makes it visible, comparable and processable in real time, so that each decision is based on the set of available information, not on fragments of it.
The goal is not to accumulate indicators, but to reduce the noise until only the signals relevant to your portfolio remain.
The analysis engine identifies correlations and recurring behaviors between assets and platforms, and translates them into understandable scenarios. These are not absolute predictions, but rather additional context to support each allocation decision.
Their positions on different platforms are displayed in the same panel, with the same reading structure. This eliminates the need to manually reconcile reports with different formats and criteria.
The system flags exposure concentrations, non-obvious correlations and deviations from the defined risk profile, allowing for gradual adjustments rather than delayed reactions to market movements.
Instead of adding applications and accesses, Tarelo Puxem centralizes the information in a single query interface. Each connected platform provides data, but the final reading is done from the same place, with the same analysis criteria applied uniformly.
The positions and movements of each connected platform are collected and normalized under the same format, so that they can be compared with each other without loss of precision.
The models evaluate historical patterns and current market conditions to identify trends, concentration risks and potential turning points relevant to your portfolio.
The result is presented as an explainable recommendation, not an automatic order. The final decision and its execution always remain under the control of the portfolio holder.
Market data from connected platforms is updated continuously, allowing the dashboard to reflect price and position changes without the need for manual updates.
The system is designed to integrate with the main trading and investment platforms used by individual and institutional investors, progressively expanding its coverage as new integrations are validated.
Connections are made using read-only credentials or limited permissions when the platform allows, and all data is transmitted and stored under encryption. In no case does Tarelo Puxem directly custody your funds.
No. Tarelo Puxem is an analysis and visualization layer on top of your existing accounts. Buy, sell or withdraw orders are always executed on the original platform, under your direct control.
The dashboard is designed to present complex information in a readable way, with recommendations explained in clear language. It does not replace the owner's judgment, but rather supports it with additional context.
Exploring the strategy with Tarelo Puxem does not imply any commitment to movement of funds. It is, above all, an opportunity to see your entire portfolio, from a single view, supported by stability-oriented predictive intelligence.