Access controls
Client and administrator areas are separated. Ownership is checked on the server.
Multi-asset portfolio management
Invest across global markets
One portfolio. Multiple opportunities. Professionally managed exposure across cryptocurrency, forex, equities, commodities, indices, bonds, real estate and fixed-term deposits — reported in a single client portal.
Investing involves risk, including possible loss of capital. Past performance is not a reliable indicator of future results. Returns are not guaranteed. Information on this platform is for reporting and information purposes and does not constitute investment advice, an offer, or a solicitation.
Illustrative reporting view
EUR€1,284,650
+13.86% overall return · not a live client account
- Stocks
- 32%
- Cryptocurrency
- 20%
- Bonds
- 15%
- Real Estate
- 12%
- Commodities
- 8%
- Festgeld / Fixed-Term Deposits
- 8%
- Cash
- 5%
Preview only. Actual holdings appear after login from recorded investments.
8
Asset classes in one portal
EUR · USD · CHF · GBP
Client base currencies
External venues
Trades recorded after execution
Audit history
Administrative changes are logged
01
Solutions
Investment solutions
Each asset class can be activated individually. The brokerage executes at external venues, then records the result in the client portal.
01Cryptocurrency
Professionally managed exposure to major digital assets.
02Forex
Currency market exposure across major and selected pairs.
03Stocks
Global equity holdings across companies and sectors.
04Commodities
Precious metals and energy market exposure.
05Indices
Broad market index exposure through selected instruments.
06Bonds
Fixed-income instruments for income and portfolio balance.
07Real Estate
Direct and shared property investments.
08Festgeld / Fixed-Term Deposits
Time deposits placed with partner banking institutions.
02
Approach
One portfolio across multiple markets
Cash, listed instruments, property interests and fixed-term deposits are reported together in the client's base currency. That does not mean a single marketplace executed every holding.
- 01
Understand client objectives
Goals, currency, time horizon and constraints.
- 02
Define investment strategy
Activate suitable asset classes only.
- 03
Execute investments
Orders are placed at external venues by the brokerage.
- 04
Monitor and manage
Positions, valuations and risk are reviewed.
- 05
Report performance
Clients review results in the secure portal.
03
Technology
Portfolio management technology
The client area is a reporting portal: valuations, allocation, trade history, documents and statements. Live market prices are labelled separately from recorded holdings and from manual appraisals.
Ledger-based cash
Deposits and trades are posted as entries, not as a silent balance edit.
FIFO accounting
Sold lots use oldest cost basis first, with an audit trail.
Inactive sleeves
Unactivated portfolios stay visible, without invented numbers.
Private documents
Files are delivered only after ownership checks.
04
Markets
Market overview
External market information for context. Quotes may be delayed. This is not a trade ticket and cannot be used to place orders.
| Symbol | Price | As of | Source |
|---|---|---|---|
| USD/CHF | CHF 0.83 | 2026-10-12 | yahoo |
| USD/JPY | JPY 158.60 | 2026-10-12 | yahoo |
| EUR/CHF | CHF 0.93 | 2026-10-12 | yahoo |
| EUR/USD | $1.12 | 2026-10-12 | yahoo |
| GBP/USD | $1.32 | 2026-10-12 | yahoo |
| SOL | $106.74 | 2026-10-12 | yahoo |
| XRP | $1.35 | 2026-10-12 | yahoo |
| BTC | $82,551.00 | 2026-10-12 | coingecko |
05
Security
Security and transparency
Controls described here reflect how this platform is designed. No certification is claimed unless independently obtained.
Private documents
Files are not stored in a public folder. Downloads require a signed-in owner or administrator.
Audit history
Portfolio activation, trades, deposits and valuations leave an administrative log.
Price labelling
Live quotes, recorded trades and manual valuations are shown as different sources.
External execution
Fills are booked after they occur at exchanges, brokers or banks.
Base-currency reporting
Holdings can be converted into EUR, USD, CHF or GBP for the client view.
06
Insights
Insights
For information only. Not investment advice.
Markets2 Jul 2026
Reporting across multiple asset classes
How a single client portal can present listed markets, property and deposits without implying a single execution venue.
Equities18 Jun 2026
Understanding realised and unrealised results
Deposits are not profit. FIFO lots determine the cost of units sold.
Eurotrust AG
Register as a client
Share your objectives. We will explain how portfolios are constructed, executed externally, and reported.