Négocavure aggregates your accounts and positions held on several financial platforms within a single dashboard, then applies predictive models to inform your long-term decisions.
Optimize my decisionsDesigned for families and investors who wish to professionalize the monitoring of their assets without resorting to a private management firm.
Most investors track their holdings on several separate interfaces. This fragmentation makes it difficult to assess the overall risk of a portfolio.
Négocavure connects data feeds from your different investment platforms and renders them in a single, coherent and up-to-date view. You visualize the actual distribution of your assets without manually reconstituting scattered tables.
The statistical models used analyze the history and volatility of your positions to identify areas of risk concentration before they translate into losses. The objective is to reduce decisions made in a hurry.
Confidence in a decision support tool is based on understanding how it works. Here's how Négocavure turns your raw data into actionable recommendations.
The data from your accounts, regardless of the original platform, is imported securely and synchronized at regular intervals to remain representative of your real situation.
The algorithms cross-reference your portfolio composition with market indicators to detect imbalances and estimate your exposure to volatility.
Recommendations adapted to your horizon and your objectives are presented to you, with the hypotheses on which they are based, so that the final decision always remains yours.
The data transmitted is encrypted and is never used to execute orders for you. Négocavure remains an analysis and recommendation tool, not an automated trading system.
For a family preparing for retirement or financing studies, a poorly anticipated market decline can have lasting consequences. Négocavure continuously monitors stress signals on the asset classes present in your portfolio.
When a significant imbalance is detected, a contextualized alert is sent to you, accompanied by quantified adjustment options. This allows you to have time to think rather than making a hasty decision.
View the details of the benefitsIllustrative example of a portfolio reading as rendered in the dashboard.
Négocavure is intended for situations where an arbitrage error is costly over time, not for short-term speculative operations.
Model the likely evolution of your assets up to the desired retirement age and identify the adjustments necessary to secure capital in the years before retirement.
Visualize the distribution of your assets between the different platforms to prepare an organized transfer, consistent with long-term family objectives.
Receive a regular reading of your sector and geographic exposure to rebalance your portfolio before excessive concentration becomes a risk factor.
Négocavure was designed for middle-income families who wish to professionalize the monitoring of their investments without recruiting a dedicated advisor. Each recommendation is accompanied by a plain language explanation.
Our team combines expertise in data science and knowledge of market mechanisms, with the aim of making quantitative analysis accessible without excessively simplifying its scope.
Learn more about NégocavureThese answers cover the points most often raised before adopting a heritage analysis tool.
Négocavure supports connection to the main brokerage and management platforms used in France. The list of available integrations evolves regularly; We invite you to check the compatibility of your accounts during initial setup.
Data transmitted by your platforms is encrypted at rest and in transit. They are used exclusively to generate your analysis and are not resold or shared with third parties for commercial purposes.
Négocavure does not execute any orders for you. The platform produces analyzes and reasoned recommendations, but each arbitration decision remains initiated and validated by you, on the channels of your choice.
No. The technical terms used in the analysis models are systematically accompanied by an explanation in everyday language, so that the scope of each recommendation remains understandable without prior financial training.
Yes. You can add, suspend or delete the connection to a platform from your account settings, at any time and without any long-term commitment.
Give us your contact details to receive demo access and discuss your assets situation with our team.
Be contactedTaking control of your financial decisions today is the best preparation for tomorrow's peace of mind. Négocavure supports you in this process, with the rigor that your heritage deserves.