Cross-platform analysis
Tour Valoria aggregates your positions, whatever their origin, and renders them in a single dashboard. Artificial intelligence structures data to support your decisions, without noise or redundancy.
Summary interface: consolidated exposures, performance gaps and risk signals, continuously updated.
Unified Vision
A single dashboard for all your accounts and platforms.
Assets spread across several establishments produce data that is inconsistent with each other. Formats differ, update times vary, and the overview is built, at best, a posteriori.
Tour Valoria connects your sources and harmonizes data at the source. The predictive models then applied are based on a single base, which reduces interpretation errors linked to measurement differences between platforms.
The objective is not to accumulate additional indicators. It is to make each decision — arbitrage, rebalancing, exit from position — based on an exact and dated reading of the real situation.
Patterns identify market trends and correlations between your positions. They produce development scenarios rather than isolated forecasts, in order to situate each decision within a probable interval rather than a single figure.
Each exposure is evaluated based on its own volatility and its correlation with the rest of the portfolio. Alert thresholds are adjusted to your profile, not to a market average.
Cross-platform connectors update positions at regular intervals. The gap between the actual state of your accounts and the reading on the dashboard remains minimal.
Three steps structure the processing, without manual intervention on the source data.
Secure connection to your accounts and platforms. The streams are standardized in a common format, independent of their origin.
The models combine history, volatility and correlations to qualify each position and detect significant differences.
The results are presented in the form of prioritized recommendations, which can be directly used in your dashboard.
Investors managing multiple accounts or mandates use Tour Valoria to consolidate their exposures and compare their strategies on a consistent basis. Arbitrations are based on a single reading of the risk, updated continuously.
For a family that saves in several ways – life insurance, securities accounts, various platforms – Tour Valoria brings everything together under a single vision. Risk alerts are calibrated for a long horizon, not for short-term volatility.
Connect your sources, let the models qualify the risk, and find each decision in a single dashboard.
Optimize my strategyEnd-to-end encrypted connections. Your identifiers are never stored in plain text.