Personal asset tracking and
portfolio management
The Project
What this is, who’s behind it, business model, motivation, name and logo and other information about A2PB and this web site.
Key Concepts
Explains the key concepts about the system. The A2PB portfolio structure, how securities are rated and weighted, what balancing means.
A2PB in Four Bullet Points
- A2PB allows you to track all of your personal assets (stock portfolios, bank account balances, real estate value, etc.) with maximum transparency, over time and across currencies.
- A2PB is a trading system that connects to your online broker and allows to set up and track portfolios of stocks and other securities. The portfolios can be traded live or in simulation mode.
- A2PB accepts qualitative investment hints for securities from the user and automatically creates trade order suggestions according to these hints and pre-configured rules and bounds. Trade order suggestions can be reviewed, modified, rejected or submitted for live trading.
- A2PB’s sophisticated “balancing” algorithm continuously re-evaluates portfolio exposure and positions, taking into account changes of market data as well as potential changes of the rating/weighting of the securities in your portfolio(s). Differences between intended target exposure and actual exposure are graphically visualized in real time. Trade order suggestions are proposed by the system in order to level out potential differences.