INVESTMENT INSIGHTS
Portfolios, dividends, and performance at a glance.
wealthAPI aggregates portfolio data from more than 3,500 bank and broker connections, normalises it across asset classes, and provides it as structured API data. Fintechs and financial platforms use Investment Insights to give their users a complete picture of their portfolio growth and dividend income.
Get in touchINVESTMENT INSIGHTS · MODULE
Two modules, one complete investment picture
Portfolio Tracker
Analyse portfolios, aggregated and in detail
- Support for all relevant asset classes: equities, ETFs, funds, bonds, certificates, precious metals, cryptocurrencies, real estate, robo-advisors
- Filter and group by region, sector, risk, return, and currency
- Import automatically, manually, by PDF or CSV – unlimited PDF uploads
- Direct connections to Trade Republic, Scalable Capital, flatex and more
- Model portfolios can be created manually
Dividend Planner
Plan, forecast, and manage distributions
- Calculation of portfolio-wide and personal dividend yield as well as expected dividend growth
- Dividend calendar with gross/net values and comparison of current vs. personal yield
- Forecasts: analyst estimates for short periods, predictive maths for longer horizons
- Dividend manager: automatic tax filing, notifications for missing or late payments
- Full dividend history assignable via import
These companies already work
with wealthAPI
Our innovative solutions have convinced numerous clients from the financial industry since 2023. Whether financial platforms, finfluencers, banks, publishers, asset managers or family offices - our technology is in use wherever efficient and flexible solutions are needed.
Security is our top priority
Data is the most valuable currency of our time
Protecting your client data is our highest priority. As a BaFin-regulated account information service, we operate according to German banking security and data protection standards. Our internal processes are continuously audited for compliance and security. Learn more
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After submitting this contact form, our sales team will contact you as soon as possible and send you an offer presentation by email.