Everything you need to see your portfolio clearly, in one place
Talvo Proventorio connects to your exchanges and brings pricing, positions, and AI-generated context into a single screen — so you stop piecing it together manually between projects.
Four pieces of the same problem, solved together
Most tools solve one slice of portfolio tracking. Talvo Proventorio was built to handle connection, analysis, alerting, and reporting as one continuous flow, not four separate logins.
Unified exchange linking
Connect multiple exchange accounts through read-only API keys and see balances, open positions, and order history pulled into one consistent view. No spreadsheets, no manual CSV exports between sessions.
AI-assisted market context
Rather than raw indicators alone, Talvo Proventorio summarises what's happening across your watched assets in plain language — surfacing shifts worth a second look without demanding you monitor charts continuously.
Threshold & condition alerts
Set price, allocation, or exposure thresholds once, and get notified when conditions change — so checking the dashboard is a choice, not a compulsive habit between client calls or deadlines.
Session summaries, not noise
Instead of a live feed demanding constant attention, Talvo Proventorio compiles what changed since you last looked — a short brief you can read in minutes before getting back to your actual work.
Designed around attention, not just data
Freelancers and independent investors don't have a trading desk's schedule. Talvo Proventorio assumes you'll check in irregularly — between projects, in the evening, on a weekend — and structures every feature around making that re-entry fast.
That means fewer dashboards to scan, clearer summaries instead of raw feeds, and alerts that respect your time rather than competing for it.
Read access only, structured data, and a consistent interface
Talvo Proventorio requests read-only permissions wherever an exchange supports it, keeping trade execution in your hands. Data from each connected account is normalised into a common format so comparisons across venues actually make sense.
The interface itself stays the same regardless of how many exchanges you link — new connections extend the existing view rather than adding another screen to learn.
From first connection to ongoing use
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01
Link your accounts
Add exchange API credentials with read-only scope. Talvo Proventorio pulls balances and history without needing withdrawal or trading permissions.
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02
Review the unified view
Positions, allocations, and recent activity across all linked accounts appear in one consistent layout, ready to scan in a single pass.
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03
Set your thresholds
Define the price moves, allocation drifts, or exposure levels you care about. Talvo Proventorio tracks them in the background.
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04
Check in on your terms
Come back whenever work allows. A short summary brings you current in minutes instead of requiring a full re-scan of every position.
Who gets the most out of these features
Irregular schedules
Check positions between client work without losing the thread of what moved while you were away.
Multiple exchanges
Hold assets across several platforms and still see allocation and exposure as one combined picture.
Low-maintenance monitoring
Set alerts once and rely on summaries instead of checking charts out of habit or anxiety.
Feature details, answered directly
A few specifics worth clarifying before you connect an account.
- Read-only API connections where supported
- Multi-exchange position aggregation
- Threshold-based alerting
- Plain-language session summaries
Does Talvo Proventorio execute trades on my behalf?
No. Talvo Proventorio is built for monitoring and analysis. It does not place, modify, or cancel orders — execution stays entirely with you on your exchange of choice.
What permissions does it need from my exchange?
Wherever an exchange offers scoped API permissions, Talvo Proventorio requests read-only access covering balances, positions, and history — not trading or withdrawal rights.
How are alerts delivered?
Alerts are generated when your defined thresholds are met and appear within the dashboard, giving you a clear record of what triggered and when.
Can I use Talvo Proventorio with just one exchange?
Yes. The unified view and summaries work the same whether you connect one account or several — additional exchanges simply extend the same screen.
Is historical data retained for reporting?
Account history pulled from connected exchanges is used to generate your session summaries and is retained to support that ongoing reporting.
See how these features work with your own portfolio
Connect an account and review your first unified summary.
Read-only connections where supported by the exchange. Talvo Proventorio does not provide financial advice.