Your money cockpit
Getting rich follows three simple steps for most of us: maximise investment rate, invest into well-performing assets, consider the entire household
Maximise investment rate.
Give every euro a job. Track your budget and see what you can put to work each month.
Invest into well-performing assets.
Read your portfolio against the efficient frontier. Explore the balance between assumed growth and risk.
Consider the entire household.
Bring assets, debts, reserves and family commitments into the same financial situation framework.
The tools behind the three lenses.
Budget management
Make room for today. And tomorrow.
Asset tracking
Your money, with the whole picture in view.
Portfolio analysis
Understand what your investments really add up to.
Judgement connector
Copio’s financial reasoning, in your AI conversation.
ETF comparison
Less hunting through factsheets. More understanding.
Customisable briefings
A little less market noise. A little more perspective.
Your questions,
answered.
How does Copio help me manage my budget?
Copio brings your monthly spending plan and actual spending into one view. Choose category envelopes or one flexible spending allowance, with fixed costs, savings and investment reserved first. Follow what is left through the month and adjust the plan when your spending changes.
Can I track my assets and debts together?
Copio’s asset tracking brings what you own and what you owe into the same view of your net worth. See the split between cash and invested money and follow how your financial position changes over time. The household view adds context such as reserves and upcoming commitments, so your investments sit within the bigger picture.
What can Copio tell me about my investment portfolio?
Copio’s portfolio analysis examines costs, concentration, diversification and risk across your holdings. It helps you see where funds overlap, what recurring charges add up to and how different scenarios could affect the portfolio. Explanations include the assumptions and evidence behind the analysis, so you can understand the trade-offs before considering a change.
Can I connect Copio to ChatGPT or Claude?
The judgement connector is in development. It is intended to bring Copio’s portfolio context and financial analysis into compatible AI assistants, including ChatGPT and Claude. A public connection is not available from this website yet.
What can I compare in the ETF finder?
The finder currently covers 6 curated UCITS ETF share classes. Search by name, ticker or ISIN, filter the catalogue and compare up to three funds by exposure, benchmark, annual charge, income policy, currency and replication method. Entries link to issuer sources. The finder does not provide live prices or cover the whole ETF market.
What can I customise in a Copio briefing?
The planned customisation lets you shape a briefing around the questions and topics you want to follow. Updates bring together portfolio value, contributions, holdings and financial context. Exact controls, frequency and delivery channels will be confirmed at launch.
A clearer relationship with your money
Make your next decision
an informed one.
Copio is coming. Join the waiting list for access.
Join the waiting list