Klarbuch Insights Dashboard with predictive growth curves on multiple devices
AI-powered data analysis

Automated market analysis for location-independent investors

Klarbuch Insights combines data from multiple exchanges in one dashboard and provides structured recommendations for action - regardless of which time zone you are currently working in.

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Preview: A consolidated dashboard shows positions, risk metrics and predictive growth curves across multiple platforms - updated in real-time, accessible from any device.

Initial situation

Distributed accounts cost time and overview

Anyone who invests across multiple stock exchanges and platforms quickly loses track of things - especially when traveling, between time zones and changing internet access.

The problem: data fragmentation

Each exchange provides its own reports, its own formats and its own update rhythms. If you manually reconcile multiple accounts, you react too late to risks - or overlook opportunities while you sleep or travel.

The solution: A unified dashboard

Klarbuch Insights aggregates positions, transactions and key figures from connected platforms in a consistent view. The analysis continues in the background even when you are offline.

  • 1 Consolidated view across all connected accounts
  • 2 Automatic update without manual synchronization
  • 3 Notification at defined risk thresholds
About the platform

Designed for people who work on the go

Klarbuch Insights was designed for users who cannot tie their investments to a fixed location or fixed office hours. The platform runs on the server and automatically synchronizes with the connected exchange accounts.

Instead of individual exports and manual tables, you receive a constantly updated database on which the AI ​​models base their evaluations. Access is via browser and mobile devices, without additional installation.

Klarbuch Insights team and product overview for platform work
Features

What the analysis does in the background

Three core functions form the technical foundation of Klarbuch Insights - each with a clear, verifiable purpose.

Prognosis

Predictive analytics

Historical and current market data is incorporated into statistical models that calculate trends and probabilities for defined periods. The output is an estimate, not a guarantee.

Control

Real-time risk management

Portfolios are continuously checked for volatility, concentration and deviation from defined limits. Exceedances trigger a notification before major damage occurs.

Integration

Cross-platform synchronization

Connected exchange accounts are continuously compared via standardized interfaces. Changes to positions appear in the dashboard without having to manually export or import.

Procedure

From raw data to concrete recommendations

The path from a price data point to a recommendation for action takes place in three comprehensible steps.

1

Data aggregation

Transaction, position and price data are retrieved from all connected exchanges and converted into a uniform format. Missing or contradictory records are marked instead of silently ignored.

2

AI processing

The cleaned data goes through pattern recognition and risk assessment models. Correlations between positions and historical volatility patterns are taken into account.

3

Recommendation for action

The model results create a prioritized list of concrete suggestions - for example for rebalancing or risk reduction - including the underlying metrics for traceability.

Use cases

Two typical usage scenarios

The platform is used by both individual investors and small businesses to secure digital assets.

Private investor

Automated portfolio balancing across three exchanges

A location-independent investor distributes capital across three trading platforms to reduce counterparty risks. Klarbuch Insights compares the positions daily and suggests rebalancing as soon as the weighting exceeds defined tolerance limits - regardless of which country the user is currently in.

Connected platforms
3 exchanges, one view
Adjustment frequency
Automated daily
Trigger for recommendation
Deviation from target weighting
Company

Mitigate risk for digital business assets

A small business holds digital assets as part of its cash reserve. The risk module monitors volatility spikes and reports when the proportion of risky positions in the total holdings exceeds a set threshold, allowing the team to react in a timely manner.

Monitored metric
Proportion of risky positions
Reaction window
Before crossing the threshold
Access
Team-wide, location-independent

Your data, your freedom.

  • 100% GDPR compliant
  • Access from anywhere, without fixed infrastructure
  • No prior knowledge of data science required
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