Increased asset management
AUREA aggregates in real time your assets spread across several platforms – crypto, stocks, securities accounts – and applies predictive models to give you a unified view of your assets, continuously updated.
Optimize my portfolioMethod
Most active investors hold positions on several platforms: a crypto exchange, a securities account, sometimes a PEA. Keeping track of everything usually involves multiplying connections and manually cross-referencing exports in different formats.
AUREA connects to each platform via a read-only API, normalizes the data received, then applies predictive models trained to identify correlations between asset classes. The result is sent to you in summary form, not a raw flow to interpret yourself.
Consolidated view
Binance, Kraken, Euronext and most common brokers are supported via secure API connection. Each account remains hosted by its original account holder; AUREA never becomes a depositary.
Schematic illustration of the dashboard organization. No real data is represented.
Operation
Transparency on how models work is as important as their performance. Here are the three steps that produce each displayed recommendation.
Positions and transactions are retrieved via read-only API from each connected platform, at regular intervals, without storing your connection credentials.
Predictive models compare current allocation to historical volatility scenarios and identify risk concentrations, whether sector-specific or linked to a single platform.
Proactive risk reduction is offered in the form of concrete asset allocation adjustments, filtered to only retain signals deemed actionable — not an exhaustive list of minor variations.
Use cases
Retirement
Monitoring asset allocation over fifteen or twenty years requires regularity rather than intensity. AUREA signals progressive allocation drifts before they impact the planned trajectory.
Education fund
As the deadline gets closer, tolerance for volatility decreases. The models adjust their recommendations based on the horizon provided, without requiring monthly manual rebalancing.
Diversification
Stocks, digital assets, cash: the consolidated view reveals the real correlations between your positions, often different from what the breakdown by platform suggests.
Frequently asked questions
The connection is made via a read-only API key, generated from your space on each platform. No right of withdrawal, deposit or order placement is ever requested or granted.
Aggregated data is used only to generate your summary and recommendations. AUREA is not a custodian of your funds at any time and does not share your data with third parties for commercial purposes.
The models are based on historical volatility and correlation data between asset classes. They do not guarantee any future results: they reduce the analysis time necessary to identify relevant adjustments.
The initial analysis of your current allocation is free and requires no commitment. You then decide whether continued monitoring is useful to you.