All your wealth, one clear picture

You track investments across brokers and banks by aggregating the positions and transactions from every account into a single consolidated view, so holdings, cash, and performance are read together rather than app by app. Quant automates this with read-only connections to the brokers, banks, and pensions that support them, and accepts statements or documents for the ones that don't: its AI reads the holdings out of whatever you upload, and you confirm them.

Consolidation in Quant goes beyond a combined balance. Because every fund and ETF is resolved to its underlying holdings, the consolidated view shows true asset allocation, sector and currency exposure, and single-name concentration across everything you own, rather than just a list of account totals. Returns are calculated across the whole book, accounting for every deposit and withdrawal, so performance is measured honestly.

A portfolio split across five apps is effectively invisible, because allocation, overlap, and real performance only show up once everything is read together. A live consolidated book replaces the spreadsheet that takes a weekend to update and is stale by Monday.

Fund look-through means analysing the individual holdings inside ETFs and mutual funds, rather than treating each fund as a single line item. Instead of reporting "one global equity ETF," look-through shows the actual companies, sectors, geographies, and currencies the fund holds, and combines them with your direct positions to produce your true exposure.

It matters for individual investors because most personal portfolios are built from funds, and fund labels hide overlap. Three funds with different names can hold the same handful of mega-caps; a stock you hold directly can stack on top of the same stock inside an index ETF; a "diversified" portfolio can turn out meaningfully concentrated in one sector once the wrappers are opened. Without look-through, that concentration stays invisible until a bad month shows three supposedly different funds falling as one.

Quant is built on look-through architecture from the data layer up. It resolves every fund and ETF to its underlying holdings, recalculates your real exposure daily, and ranks your true concentration, so you can see and manage what you actually own rather than what the fund names imply.

Yes. Quant is designed to consolidate everything you own, not only the brokerage account. Alongside equities, funds, bonds, and cash, it tracks crypto, real estate, private investments, employer equity, and collectibles: the assets that usually live outside portfolio tools, in a wallet app or a note on your phone. Custom assets and attributes model anything that doesn't fit a standard category, and rather than keying in fields by hand you can upload the relevant document and let Quant's AI read it for you to check.

These assets are often the biggest share of personal wealth and the least visible part of it. While the flat, the crypto, and the vested shares sit outside the tool, your real allocation, liquidity, and concentration are guesses. With everything in one view, the decisions about how much to add to equities, whether you are overexposed to your employer, and what is actually liquid are made on the whole balance sheet rather than the part of it that happens to sync.

A wealth manager or robo-advisor takes custody or discretion: you hand over assets, they invest them, and the consolidated reporting you receive covers what they manage, typically for a fee charged as a percentage of those assets, every year. Quant is different in kind: it is software you own, not a mandate you sign. Your assets stay exactly where they are, across your existing brokers, banks, and wallets, and Quant gives you the consolidated, look-through view and the institutional-grade analysis on top.

The differences follow from that. A manager reports on the slice you gave them; Quant consolidates everything you own, including the accounts and assets no manager touches. A manager charges a percentage of your wealth every year; Quant is a flat software price for visibility you then own outright. And Quant does not manage money or give advice: you keep the decisions, and because the whole book is queryable by your own AI, you keep the analysis too.

Plenty of investors use both: the manager keeps their mandate, and Quant becomes the independent, whole-picture check on how it is performing.

Yes, because the connections are read-only by design. Quant reads positions and transactions in order to consolidate and analyse them, and it can never move money, place a trade, or change anything in the underlying account. Connecting an account grants visibility, not control.

Your data is encrypted, never sold, and never pooled with anyone else's. Rather than locking your consolidated book inside a platform, Quant lets you query your own data through your own AI assistant over the Model Context Protocol (MCP), so answers come from a model you control, on data that stays within your control. And for any account you'd rather not connect at all, you can simply upload statements instead: the consolidated picture works the same way regardless of how the data arrives.