One dashboard for a household whose money lives on Avanza, Nordnet, SPP, SEB, Movestic and PPM at the same time.
Each platform shows its own slice. Codev Wealth adds the household level, which no platform has. Every account, every owner, every fund opened up to what it actually holds.
Why not just use Avanza's tools?
Avanza's dashboard is good, and it shows Avanza. Nordnet's shows Nordnet. Your SPP pension has a portal you check twice a year. Hold a global fund on two of those platforms and nobody tells you that you own Apple through both, or that 62% of your "global" exposure is the United States.
Codev Wealth imports every account into a single ledger and looks through each fund: it decomposes the fund to its underlying stocks, regions and currencies. Risk, drift and tax are then computed on that look-through picture, for the whole household at once.
What it does
Look-through exposure
A "global" fund stops being a label and becomes 62% US, 13% Europe, plus a currency mix you can actually read.
Household-level risk
VaR, volatility, beta, concentration and drawdown, computed on look-through positions across all accounts and owners.
Rebalancing that respects wrappers
Drift and signal suggestions gated per account type: ISK weekly, pension monthly, PPM quarterly. Pension capital gets fund switches, never sell orders. Nothing executes automatically.
There is also a Tax tab (schablonskatt, tax lots, latent capital gains) and a Plan tab that runs 1,000 Monte Carlo retirement paths over 50 years in under five seconds. Both ship today.
What signing up looks like
When you sign up you import a CSV per account. About 30 minutes for a typical household. We never ask for a broker login — the CSV is enough. Two-factor with Google Authenticator required.
Create an accountA polished read-only demo is on the way. Email h.maria.svensson@gmail.com if you want a walkthrough in the meantime.
What it costs
Priced per household, by complexity, not as a percentage of your assets. Four tiers: see which one fits.