All your money. One intelligent view.

Quantiomo is an AI-driven finance & portfolio tracker that connects your bank accounts, brokers and crypto into one secure, human-friendly dashboard.

09:41 LTE 82%
TOTAL NET WORTH
€142,580
Today ▲ €3,240
Cash & Banks €58,200
Investments €71,300
Crypto €13,080

Everything your finances need, in one place.

Quantiomo connects your accounts, investments and crypto into a single intelligent overview — so you always know where you stand.

Unified accounts

Connect your bank accounts (incl. N26, Revolut), cards and savings via secure open banking. See income, expenses and balances in real time.

Full portfolio view

Link brokers like IBKR and your favorite exchanges to track stocks, ETFs, crypto and other assets in one clean dashboard.

Smart insights

AI-powered categorization and analytics help you understand spending, manage risk and stay aligned with your goals.

Connections

One hub for banks, brokers & crypto.

Quantiomo securely connects your Slovenian banks, N26, Revolut, Interactive Brokers and leading crypto exchanges. Plus hassle-free Trade Republic imports. No more logging into six apps to understand your money.

  • • Regulated open banking where available.
  • • Read-only broker & exchange integrations.
  • • CSV/PDF imports normalized into one dataset.
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Portfolio intelligence

Unlock a real-time view of your net worth.

See every position, across every platform, in one clean overview. Quantiomo aggregates stocks, ETFs, cash and crypto – and calculates performance without fragile spreadsheets.

  • • Consolidated holdings & performance per asset and provider.
  • • Allocation by asset class, sector, region and currency.
  • • Net worth timeline to see your real progress.
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Cashflow clarity

Understand where your money actually goes.

Quantiomo’s AI-assisted engine categorizes your transactions across all banks and cards, separates real spending from transfers and investments, and shows a clear monthly surplus or deficit.

  • • Automatic tagging tuned for local patterns (Slovenia-first).
  • • Clean view of recurring costs, lifestyle spend & savings rate.
  • • See how changes impact your long-term net worth.
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Tax-ready data

Turn year-end chaos into one export.

Quantiomo tracks realized gains, holding periods and crypto P/L across your connected platforms, and prepares structured exports you can hand to your accountant or upload to local portals.

  • • Realized P/L for securities with FIFO/LIFO-ready data.
  • • Holding periods for preferential tax treatment.
  • • Crypto P/L across multiple exchanges.
  • • Export as CSV/PDF for eDavki or your advisor.

Quantiomo does not provide tax or investment advice. We prepare data; final filing decisions remain yours or your advisor’s.

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Security & trust

Keep every connection protected by design.

Quantiomo uses vetted vendors, encrypted storage and scoped access so you stay in control of your financial footprint. We pair banking-grade safeguards with transparent processes.

  • • Read-only integrations with rotating credentials.
  • • Encryption in transit and at rest across EU data centers.
  • • Strict access policies, audit logs and anomaly alerts.
  • • Security overview you can share with compliance teams.

We continually review our controls and partner vendors. Report a concern at info.quantiomo@gmail.com.

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Pricing

Choose the plan that fits your money stack

Start for free, then upgrade to unlock deeper analytics, unlimited accounts and AI-powered features.

Starter

0 € / month

Perfect to try Quantiomo.

Core
  • 1 bank account (CSV upload)
  • 1 investment account (CSV upload)
  • Basic net worth overview
  • 30-day cashflow view
Extras
  • Up to 2 spending categories
  • 1 savings goal

No credit card required. You can upgrade anytime.

BEST VALUE

Pro+ Yearly

69 € / year

Save 15% and unlock AI.

Everything in Pro
  • All Pro features included
AI upgrades
  • AI financial assistant (chat with your data) soon
  • AI budgeting suggestions soon
  • AI portfolio & net-worth analysis soon
Reporting
  • Monthly PDF report soon
  • 2 months free compared to monthly

Save 15% compared to monthly billing.

Features marked as soon are planned and will be included in your plan automatically once released. No extra charge.

HOW IT WORKS

How Quantitomo works

From chaos in Excel to a single clean dashboard.

1

Connect your accounts

Link banks, brokers and crypto exchanges so we can import your balances and history.

2

We organise everything

We clean and categorise your data, merge duplicates and keep everything up to date.

3

See the full picture

Track your net worth, spending and investments in one place, with tax-ready exports.

If you’re using Excel + 5 apps...

  • Your spreadsheets break every time you add a new broker.
  • You chase tax reports from exchanges once a year.
  • You never see your real net worth in one place.

With Quantitomo, you get:

  • One clean dashboard for all accounts.
  • Automatic imports from banks, brokers and crypto.
  • Tax-ready exports when you need them.

Built for real-life investors

From students and young professionals to long-term ETF holders.

Students Young professionals Retail investors

Frequently asked questions

Everything you need to know before getting started.

How do you connect to banks and brokers?

We use secure API connections and industry-standard encryption. You stay in full control.

Is Quantiomo for ETFs only or also for crypto?

Both. You can track traditional ETFs, stocks, AND crypto exchanges in one view.

Do I still need Excel?

No. Quantiomo becomes your single, clean source of truth—with exports when you need them.

Let’s build Quantiomo together.

Questions, partnerships, media or feedback? Reach out any time.

Email: info.quantiomo@gmail.com

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