Risk reduction
The models continuously assess your exposure and flag excessive concentrations or unusual market movements before they materially affect your portfolio.
A unified vision of your investments, guided by predictive models
Perle Fondelle brings together data from your different investment accounts in a single dashboard and analyzes it continuously, in order to offer you clear recommendations, without requiring technical skills.
The dashboard presents your consolidated positions, the evolution of your risk exposure and the signals detected by our models, updated in real time as your data evolves.
Observation
Financial data is scattered, decision-making is slowed down
Individuals and investors often distribute their assets between several platforms. Each offers its own interface, its own indicators, and rarely a coherent overview.
- 1Positions are distributed across several exchange platforms, without a common overview.
- 2Manual tracking is time consuming and increases the risk of error or oversight.
- 3Relevant market signals get lost amid too much information.
- 4Decisions are made after the fact, once the opportunity or risk has already passed.
What this actually changes
Without a consolidated view, each arbitration requires manually comparing multiple data sources. Perle Fondelle groups these feeds in a single space, so that reading your situation no longer depends on the number of accounts you hold.
Solution
A single dashboard, connected to all of your accounts
Perle Fondelle centralizes data from your different exchange platforms within a common interface. You view your positions, your performance and your risk exposure without changing screens or re-entering information.
In the background, predictive models continuously analyze this data to identify significant trends and deviations. The role of these models is to prioritize information, not to replace your judgment.
In simple terms
The models continually compare the evolution of your data to patterns observed in the past. When a significant gap appears, it appears in your dashboard in the form of a readable recommendation, accompanied by the reasoning that justifies it.
Benefits
Three pillars to simplify your management
Each functionality of the dashboard meets a specific objective: limit risk, reduce monitoring time and act without delay when relevant.
Passive monitoring
Once your accounts are connected, the analysis continues automatically. You view your dashboard whenever you want, without having to monitor each platform separately.
Real-time execution
The recommendations are based on continuously updated data, so that the information displayed corresponds to the current situation and not to a fixed state from the day before.
Method
How analysis works, in three steps
The internal workings remain deliberately simple to describe, so that you understand the origin of each recommendation.
1
Aggregation
Your accounts and exchange platforms are connected in read-only mode. Position and transaction data are gathered in a common format.
2
Analysis
Predictive models examine this consolidated data to spot trends, risk gaps, or correlations between your different assets.
3
Recommendation
The result of the analysis is translated into a clear recommendation, accompanied by an explanation of the context, so that the final decision is always yours.
Frequently asked questions
Security, integration and handling
How is my data protected?
Connections to your trading platforms are read-only, which means that no orders can be transmitted without your direct action. Data passes encrypted between your account and the Perle Fondelle dashboard.
Which platforms can I connect?
Perle Fondelle supports connecting multiple exchanges simultaneously. You add your accounts one by one from your space, and each appears consolidated in the same dashboard.
Do I need to have knowledge of data analysis?
No. The interface presents the results of the models in the form of recommendations written in everyday language, without requiring code reading or technical configuration.
Can I revoke access to a connected account?
Yes, each connection can be revoked at any time from your space settings, regardless of other connected accounts.
i
Accesses are configured as read-only by default and can be revoked individually at any time, without affecting other active connections.
Take note of your consolidated situation before deciding
Connect your accounts, let the models analyze your data, and consult your recommendations in a single space, without commitment of results or promise of profit.
Optimize my investmentsThe initial setup of the dashboard only takes a few minutes, without prior technical skills.