v91 · 9 modules live Read more

Portfolio intelligence
for serious investors

Professional-grade analytics, AI-powered valuation, tax optimization, and risk management — unified in one terminal. Free to start, no credit card required.

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9 Modules live

40+ Tools available

€0 Free tier

99.9% Uptime SLA

v91 Current build

CBM TERMINAL · v91

$47,382

Portfolio Total

+$1,240 (+2.69%)

18.4%

Annual Return

vs 14.2% S&P 500

1.34

Sharpe Ratio

risk-adjusted

-8.2%

Max Drawdown

12-month

12-MONTH PERFORMANCE

Built for professional investors

Institutional-grade analytics in a unified terminal — real data, real signals, zero noise.

Portfolio Total €248,320 +2.14%

Annual Return 18.7% +3.2pp YoY

Sharpe Ratio 1.84 above benchmark

Max Drawdown −8.3% within limit

AAPL · 12-MONTH

TOP POSITIONS

Ticker	Position	P&L	%
AAPL	€42,800	+€3,240	+8.2%
MSFT	€38,500	+€2,910	+8.2%
NVDA	€31,200	+€5,480	+21.3%
TSLA	€18,900	−€1,240	−6.2%

Everything you need to invest professionally

Nine specialized modules. One unified terminal.

Portfolio

Real-time portfolio tracking & P&L analysis

Stock Analysis

Deep fundamental & technical screening

Optimization

Risk-adjusted allocation & Monte Carlo

Private Markets

Unlisted assets, PE & VC deal flow

Real Assets

Real estate, infrastructure & commodities

Tax & Planning

Tax-efficient structuring & scenario planning

CBM Advisor

AI-powered portfolio recommendations

Crypto

Digital assets, DeFi & on-chain analytics

Research

Macro, sector & company deep-dives

Start making data-driven decisions.

Professional portfolio analytics at every level. No commitment required.

Starter

€0 forever

Portfolio tracking (up to 10 positions)
Basic stock screening
Market overview dashboard

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Portfolio intelligencefor serious investors