finance.nanoteofficial.me

Finance.

Client portfolio analytics & financial planning

Status: Live

A member-only platform for clients I consult — to monitor portfolio performance, run risk scenarios, and stay informed with curated market news.

Now live

The full platform is deployed and ready. Advisor and client portals, portfolio analytics, Monte Carlo simulations, and the AI assistant are all live.

Planned features

Portfolio dashboard with cost basis & P/L tracking

Risk evaluation (volatility, concentration, currency)

Curated financial news filtered by holdings

Client login & multi-account workspace