Floreo

Lab

Your ultimate investment assistant

floreo
Custom Dashboard
You decide how Floreo can better assist you, not the other way around. Choose which charts, tables and data you want to see.
Easy import
No matter where your investment history comes from, Floreo makes the import easy and reliable.
AI assistant
Ask questions about your portfolio in plain language. Floreo answers with your own figures, from allocation and currency exposure to benchmark comparisons.
Smart alerts
Define the conditions that matter to you – a price, an allocation threshold, an RSI level, an earnings report – and let Floreo watch them for you.
Transparent analytics
Total return, time-weighted return and IRR, compared against the benchmark you choose. Every formula is documented on the methodology page.
Floreo on WhatsApp
Link your WhatsApp number to ask Floreo questions and receive your alerts and key figures without opening the app.