For investors
Your investments deserve the full picture.
Organize information on different assets, follow your investments and get more clarity on your financial exposure.
For investors
Your investments deserve the full picture.
Organize information on different assets, follow your investments and get more clarity on your financial exposure.
Explore the platformA consolidated view of your investments.
Today you log trades and money movements per account, by statement, CSV, message or by hand, and see them in one list with costs and results. A consolidated multi-broker portfolio view is coming soon.
Transactions
| Date | Description | Amount | Category |
|---|---|---|---|
| Oct 15 | ES day result | +$1,240.00 | Trading result |
| Oct 15 | Commissions and fees | -$38.40 | Trading costs |
| Oct 14 | Prop firm payout | +$4,850.00 | Payout |
| Oct 14 | Evaluation fee | -$165.00 | Prop firm |
| Oct 13 | NQ day result | -$620.00 | Trading result |
| Oct 12 | TradingView subscription | -$29.95 | Platforms and data |
| Oct 11 | Deposit to broker | +$10,000.00 | Deposit |
| Oct 10 | Market data fee | -$12.00 | Platforms and data |
| Oct 09 | BTC day result | +$730.50 | Trading result |
| Oct 08 | Withdrawal to bank | -$3,000.00 | Withdrawal |
| Oct 07 | Quarterly estimated tax | -$1,240.00 | Taxes |
| Oct 06 | AAPL swing result | +$318.20 | Trading result |
Understand what your invested wealth is made of.
See results by asset and by account, what went in and out, and what you paid in fees. Tax reports and DARF come from the same records.
P&L by setup
Gross profit by setup
Research and tracking, connected.
The Seferu Terminal brings end-of-day market data from official sources: fundamentals, dividends and the yield curve. Ask Seferu Intelligence about an asset and get answers that combine market data with your own records.
How was my month?
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.
Bring order to your investments.
Start with your records and add market research with the Seferu Terminal. Seferu is a tool for organization and analysis, not investment advice.