Every exchange.
One portfolio.
Connect exchange accounts and manual holdings, read-only, and see one performance number across all of them.
Read-only access. Disconnect anytime.
Consolidation
One ledger, every account
Exchange accounts sync automatically. Manual holdings — property, private equity, a savings account your bank doesn't expose by API — sit in the same ledger, at the same level of detail.
Performance
Performance, computed the same way every time
Deposits and withdrawals are excluded from your return automatically, so a transfer in doesn't look like a gain. Time-weighted and money-weighted returns are both available, and the method is always labelled.
Projection
See where an allocation could lead — not a promise
Model a change in contribution or allocation against your own history. The projection is a range, not a single confident line, and it says plainly where the assumptions end.
Objectives
Not “how much”. “Will I get there?”
Set what you are saving toward and Leveld answers the question you actually have. Every figure is guarded: where a ratio would be meaningless, you get a reason instead of a number.
Security
What we can and cannot do with your accounts
Read-only access
The API keys you provide are scoped to read data. Leveld cannot place a trade or move funds.
Credentials encrypted
Exchange keys and personal data are encrypted at rest.
Append-only ledger
Every entry is written once. Corrections are recorded as new entries, not overwrites.
Your data, under EU law
The GDPR applies to every account: you can ask for access, correction, export or erasure of your data at any time. The privacy page explains how.
Start with the accounts you already have.
Connect a read-only exchange account or add your first manual entry — most people are set up in a few minutes.
Create an account