Money Manager - Norviq

Clarity in every position.

Norviq is stock planning and portfolio intelligence for disciplined investors. See why your holdings moved, plan each position against your own targets, and keep real spending beside your portfolio.

WHY IT MOVED
• Today's contributors, with price action and market context
• X-informed sentiment on the names you actually hold
• Trading pressure: relative volume and insider flow — intensity, not a buy signal
• A written thesis on each position, so you remember your reasons

PLAN EACH POSITION
• Terminal position sizing: the shares a target value takes, and how far along you are
• Targets, scenarios, rebalancing plans, and 10-year projections — you stay in control
• Allocation, chart builder, DCF, financials, earnings, and research

WEALTH
• Stocks, ETFs, crypto, watchlists, and net worth in one workspace
• Read-only IBKR connect, plus CSV and spreadsheet import

SPENDING
• Expenses, budgets, receipt scanning, and read-only bank sync
• Leftover cash shown as units of your DCA ticker (equivalent at last price — not an order)
• Tax strategy surfaces for how EU retail investors actually file
• Personal inflation vs official CPI

INTELLIGENCE
• In-app AI assistant over your real holdings and budget
• Connect Claude, ChatGPT, or Cursor to your numbers via MCP (you bring the model)
• Markets heatmap, movers, news, and a country-aware economy hub
• Telegram connect and cloud sync across devices

PRIVATE BY DESIGN
• Privacy controls, export, MFA, and on-device app lock
• Not a broker. Not financial advice. Planning and organization tools only.

Discipline creates freedom. Track, understand, and decide with context.

Privacy Policy: https://www.norviq.org/privacy
Terms of Use: https://www.norviq.org/terms