Independent investment data sources converging into one portfolio intelligence layer

Independent portfolio intelligence

Your investments live in different places. Your portfolio shouldn’t.

Bring every investment into one intelligent view. Understand performance, exposure, dividends and risk, then research what could come next.

  • Broker agnostic
  • Independent analytics
  • Your data, your control

One source of truth

Every account becomes one portfolio.

Brokers show the slice they hold. Biteyield standardizes the full history so you can see the behavior of the portfolio you actually own.

Your sources
01Broker statement126 movements
02Second broker48 movements
03Manual activity12 movements
byUnified portfolioRefreshed daily
Current value€24,860
Portfolio P/L+€1,936
Dividend income€428
Largest exposureTechnology 28%

Brokers help you trade. Biteyield helps you invest.

Understand the whole picture

From portfolio history to the next decision.

Biteyield connects monitoring, learning and research. Each view answers a different question without losing the context of your full portfolio.

01 / Portfolio P&L

Know what changed. And why.

Follow portfolio value, realized and unrealized P&L, historical contributors and capital at work across the timeline you choose.

  • Daily valuation history
  • Realized vs unrealized performance
  • Contribution by holding and broker
Portfolio evolutionLast 12 months
Current value€24,860
Net P/L+€1,936
Return+8.4%
€25k€20k€15k
Portfolio valuePortfolio P/L
02 / Exposure

See concentration before it becomes risk.

Understand how capital is distributed across instruments, sectors, regions, currencies and brokers, with every view connected to the same filters.

  • Sector and regional exposure
  • Open and closed position analysis
  • Portfolio-level risk observations
7sectors
Technology28%
ETFs24%
Healthcare18%
Industrials16%
Other14%
03 / Investment Radar

Research beyond the portfolio you already own.

Rank opportunities with transparent momentum, valuation, growth, quality, catalyst and risk indicators, then open a research brief for deeper context.

  • Multi-market opportunity universe
  • Transparent composite scoring
  • Company research and peer comparison
RankCompanyMomentumQualityRadar
01NVNvidia849188
02ASASML799085
03LLEli Lilly768782
04SESchneider738981
05SASAP728679
04

Dividend intelligence

Track received income, withholding tax, yield on cost and estimated upcoming payments.

05

Daily refresh

Keep market valuations and the research universe current without re-uploading transactions.

06

Analyst narrative

Turn dense portfolio data into readable observations, risks and practical next steps.

A clear operating model

Your investment history, made coherent.

  1. 01

    Bring your activity

    Upload a supported broker statement or record a transaction manually.

  2. 02

    Build one model

    Biteyield standardizes instruments, brokers, currencies and transaction history.

  3. 03

    Read the full picture

    Explore performance, exposure, dividends and opportunities from one portfolio.

XTBDEGIROTrading 212Manual transactionsMore broker formats in development

Why independence matters

Built around the investor. Not the broker.

Your broker only knows what is held on its platform. Biteyield is designed around the complete investment history you choose to bring with you.

01

Broker independent

See multiple sources through one consistent analytical model.

02

Transparent by design

Understand the metrics, filters and scoring logic behind the views.

03

Portable history

Your view of investment behavior should not disappear when a broker changes.

Data with boundaries

Your financial data deserves restraint.

Biteyield uses authenticated, user-specific portfolio access. Each investor sees the portfolio data associated with their own account.

The home of personal investments

Stop managing accounts.
Start managing your portfolio.

One independent view. Better investment decisions.

Open Biteyield