Three brokerages.
One statement upload each month.
For investors whose public holdings are scattered across brokerages, banks, and retirement accounts. Nagare ingests the statements and keeps positions, performance, and cash current — next to your private portfolio.
Statements ingested automatically
Upload or forward brokerage and 401k statements — any custodian, PDF or CSV. The agent parses holdings and transactions and proposes the update. No manual position entry.
Holdings and performance
Positions with ISIN/CUSIP identification, cost basis, and market valuation. P&L and performance over time, per account and across accounts.
Multi-currency, one number
USD brokerage, EUR bank, CHF account. Everything converts with historical FX rates into a single net worth figure that is actually right.
One dashboard with your private side
Public holdings sit next to your funds, directs, and credit lines. Total allocation, total liquidity — not three tools and a reconciliation spreadsheet.