Alticry unified investment dashboard displayed on a laptop in a bright workspace
Data Intelligence for Investors

See every exchange account in one dashboard, updated in real time.

Alticry pulls positions, balances and transaction history from the platforms you already use, then applies predictive models to flag risk and suggest adjustments. You keep control of every decision.

Alticry team reviewing consolidated investment data on screen
The Problem

Fragmented data costs you time and opportunities.

  • Switching between several exchange apps just to check one portfolio.
  • Spreadsheets that are out of date within hours of being built.
  • No single view of total exposure across asset classes.
  • Rebalancing decisions made on partial, delayed information.

When your data lives in five different places, you end up reacting to markets rather than planning for them. By the time you've reconciled your positions manually, the window for a useful decision has often closed. Alticry removes that lag by bringing everything into one place as it happens.

Core Capabilities

One dashboard. Full visibility across every platform you trade on.

Real-Time Synchronisation

Your balances and holdings update as trades settle, across every connected exchange, so the figures in front of you match the figures in your accounts.

Predictive Risk Modelling

Alticry reviews historic volatility against your current exposure to flag concentration risk before it becomes a problem, not after.

Cross-Platform Optimisation

Compare returns and fees across exchanges side by side, and see where rebalancing would reduce risk or improve efficiency.

Multi-exchange connections Encrypted data transfer Daily data refresh Clear audit trail
How It Works

Aggregate, analyse, advise — three steps to a clearer view.

Step 1

Aggregate

We connect securely to each exchange account you authorise and pull in positions, balances and transaction history.

Step 2

Analyse

Our models process that data against market indicators and your own trading history to identify patterns and concentration risk.

Step 3

Advise

You receive plain-language recommendations: where you're exposed, where you're diversified, and what to consider next.

On security: every connection uses read-only access where the exchange supports it, and all data is encrypted in transit and at rest. You can revoke access to any account at any time.
Who Uses Alticry

Built for people managing money across more than one platform.

Portfolio Managers

You manage client portfolios across multiple venues and need a defensible, auditable view of exposure. Alticry consolidates reporting so you can show your working, not just your conclusions.

Less time reconciling spreadsheets at month end means more time spent on the decisions that actually move a portfolio forward.

Retail Investors

You're building wealth across several exchanges and want to know, without logging into each one separately, whether your overall position still matches your risk appetite.

Alticry gives you one honest picture instead of several partial ones.

Multi-Income Professionals

You hold investments alongside freelance or contract income and need a single, clear view of your financial position before you make your next move.

Seeing everything together makes it easier to judge how much risk you can reasonably take on elsewhere.

Questions

Straightforward answers on accuracy, access and security.

How accurate is the data in my dashboard?

Data refreshes daily, and more frequently where an exchange supports it. We display the timestamp of the last successful sync so you always know how current your figures are.

Which exchanges does Alticry support?

Alticry connects to a growing list of regulated UK and international exchanges. If a platform you use isn't yet supported, you can request it and we'll let you know when it's added.

Is my data secure?

Connections use encrypted, read-only access wherever an exchange allows it. We never store your exchange login credentials, and you can disconnect any account at any time.

Does Alticry give financial advice?

No. Alticry provides data analysis and risk indicators to support your own decisions. It does not replace independent financial advice.

Still have questions? Contact our support team.

Bring your investment data into one place and see where you actually stand.

No commitment required to look at a demo. We'll walk through how your accounts would connect and what your dashboard would show.