Logging by hand
Every week
Typing every trade and movement and updating the spreadsheet afterwards.
Seferu Intelligence
AI that understands your financial data.
Go beyond generic questions. Explore your history, look into your trades and query information connected to your Seferu workspace.
Questions you can ask
Which strategies had the best expectancy over the last 90 days?Which trades broke my rules this month?What are PETR4's P/E and dividend yield today?How have the Selic rate and the Focus survey changed this year?
Seferu Intelligence
AI that understands your financial data.
Go beyond generic questions. Explore your history, look into your trades and query information connected to your Seferu workspace.
Questions you can ask
Which strategies had the best expectancy over the last 90 days?Which trades broke my rules this month?What are PETR4's P/E and dividend yield today?How have the Selic rate and the Focus survey changed this year?
Ask. Investigate. Understand.
Ask in plain words and get an answer built from your trades, results and documents, with numbers, charts and the reason behind them.
Your trades
Results by strategy
Rules and discipline
Charts in the chat
Text or voice
How was my month?
Answers with context.
Seferu Intelligence works with your own data and with end-of-day market data from official sources, and shows where each number comes from. When it doesn't have the data, it says so.
Your data
Market data
Cited sources
Reference dates
No investment advice
What are PETR4's P/E and dividend yield today?
Seferu Intelligence
At the last close, using the last 12 months:
P/E (TTM)
Dividend yield (12m)
Figures shown with their reference date.
Sources: B3 (close), CVM (statements)
Your AI, your workspace.
Use the Seferu assistant in the app and in the Terminal, talk to it on WhatsApp, iMessage or Telegram, or connect compatible tools like ChatGPT and Claude over MCP.
App
Terminal
WhatsApp
iMessage
Telegram
MCP
Intelligence that keeps up with your trading.
Every loss can get an autopsy: market context, your size and what came before. Seferu Intelligence points out the patterns that cost you and, when it was just variance, says that too.
Loss autopsy
Patterns that cost money
Macro calendar
Weekly review
What-if on your trades
Loss autopsy
NQ · Long · 08:42-$296.00 -1.4R
Context
Against the 15-min trend
Volatility 1.8× normal
CPI release 12 min before
3rd trade, after 2 losses
Size 2× your usual
Main cause
Revenge trade after two losses
After two losses in a row your win rate drops to 31%. Stop for 30 minutes before the next entry.
Your whole financial workspace, connected
Journal, reports, transactions, files and Seferu Intelligence, working from the same data.
Less manual work. More focus.
Seferu takes repetitive work off your plate so you can spend time on what actually matters.
Reviewing without a method
Every week
Looking at results again without knowing what was a mistake and what was variance.
Preparing taxes
Every week
Gathering statements and separating results at the end of the month.
Chasing documents
Every month
Statements, receipts and invoices spread across email, chat and folders.
Records ready for tax time
Trades, costs and documents stay organized, so your numbers are ready to review on your own or with your accountant.
Works with the tools you already use
Import broker statements, send documents by chat or email and connect Seferu to your AI tools via MCP.
Included in Core
Start with Seferu Backoffice
This feature is part of the Core plan, along with the journal, transactions, files, reports and Seferu Intelligence over your own data. Pro adds the Seferu Terminal.