Tok Fundrelix — overview of family investments on the platform screen

Intelligent management of family assets that works even without your constant supervision

Tok Fundrelix collects data from your investment accounts on multiple exchanges, processes it with predictive analysis and prepares recommendations that you can view in a few minutes a week.

Family finances require time, which is often lacking

The problem

Watching several investment platforms, reassessing the risk and finding the right moment to intervene will take up hours that parents would rather devote to their children. The result is investments that go unchecked for months, even as market conditions change in the background.

Solution through AI analysis

Tok Fundrelix took over this role. The platform continuously monitors the connected accounts, compares them against the set risk tolerance and notifies you only when a decision is really needed.

Access to accounts is set to read only. The platform never asks for trading credentials and is not authorized to make transfers on your behalf.

Tok Fundrelix — workspace for investment data analysis

About the Tok Fundrelix platform

Tok Fundrelix was created to give busy parents a tool that tracks investments with the same rigor that a seasoned analyst would, without having to spend extra time on it.

We combine predictive models with a simple interface to make family wealth decisions clear and calm, even when you're dealing with much more pressing matters than market fluctuations.

One report instead of five logins

The unified report combines data from several exchanges and brokerage platforms into one interface, where you can see the total value of the portfolio, the distribution of risk and the performance of individual accounts.

Illustrative display of the development of the total value of the property over time, regardless of where the individual funds are stored.

How predictive analytics reduces risk

The system learns from historical data and current market developments and evaluates the probability of different scenarios for your portfolio. It is not about guaranteeing a return, but about showing where the risk is concentrated.

Technical advantages simply

Models are continuously recalculated with each new batch of data from connected accounts. Instead of a one-time analysis, you receive recommendations that respond to the current state of the market, not to the situation months ago.

About machine learning

Predictive models compare the current composition of the portfolio with thousands of historical market situations and estimate which combinations of assets tend to be the most stable under similar conditions.

Actions
Bonds
Cryptocurrencies
Cash

Illustrative display of risk level by asset class. Actual values ​​depend on the composition of the particular portfolio.

How the system processes your data

The whole process takes place in the background. Your only intervention is the initial connection of accounts and eventual approval of the proposed modification.

01

Connectivity

You connect accounts from individual exchanges and platforms via a secure API. The link is read-only and takes no more than a few minutes to set up.

02

Analysis

Algorithms will evaluate the composition of assets, the degree of risk and the correlation between individual positions, without having to manually export or sort the data.

03

Recommendations

Based on the results of the analysis, you receive specific suggestions for adjustments, sorted by urgency and possible impact on the overall stability of the portfolio.

Questions that parents ask themselves most often

How is my data protected?

The connection to the accounts is made through an encrypted API with read-only rights. The platform cannot access funds or execute trades on your behalf.

How long does it take to set up?

The first connection of accounts usually takes up to ten minutes. Subsequent analysis of the portfolio already takes place automatically in the background without further intervention.

What are the usage fees?

You can find the exact fee structure during registration, where you can choose the range of services that meets your needs based on the size and composition of the portfolio.

Start building your family's future with a clear overview of your assets

A free portfolio analysis will show where the risk is hiding and where you are losing profit unnecessarily, without the need for an immediate decision.

Start building the future