Antevo Wealth

Record a holding the user already owns: a security (ISIN preferred; an exact ticker or a name also works) and a quantity, in one of their portfolios. Never buys or sells. If the name matches several securities the tool returns the candidates — ask the user which, then call again with that ISIN. Modification Plan flow: call without confirm to get a plan, show plan.human_message to the user, and only if they approve call again with confirm=true and plan_id. For bonds, quantity is the nominal.

Create an empty portfolio (and the account it sits in) in the user's household, e.g. one per bank or broker. Records structure only; nothing is bought or sold. Modification Plan flow: call without confirm to get a plan, show plan.human_message to the user, and only if they approve call again with confirm=true and plan_id. Plans expire after 5 minutes.

Draws a one-page map of where the user's wealth sits, from what the user says: every place grouped by country and by kind, how many institutions and countries a family would have to deal with, and what each institution sees. Takes names, kinds and countries only, never amounts or account numbers. Optional answers: owns_business (the user owns or co-owns a business), recent_liquidity (the user sold a business or property, or received a large sum, in the last two years) and who_knows (whether one person holds the full list today). The map restates the answers without judging them, and nothing is stored or added to the user's book.

Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.

Cross-asset correlations by effect type.

Per-country geopolitical drilldown (ISO-2).

Metadata for one document.

Drift snapshot across the household's portfolios.

One household entity in detail.

Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.

How much of the book sits behind a country (ISO-2) or a TRBC sector, with the positions behind it. Omit `value` for the ranked breakdown. Always read coverage.classified_pct — sector resolves for only part of the book.

One credit facility in full, including covenant headroom and pledged collateral.

Global geopolitical intelligence layers over a look-back window.

Market data for the user's watchlist, with signals where available.

What the household is worth, at the width you ask for: scope='estate' (default) is AUM plus real assets minus liabilities; 'aum' is investable securities and cash only; 'allocation' breaks that book down by asset class. FX-converted.

Open compliance/policy breaches.

Drift of a portfolio versus its target allocation.

Positions for a household, paginated, sorted by market value.

One real asset in detail.

Real-asset economics — income, costs, net cashflow and net yield.

Recent auction-realised and list-price events over a look-back window.

Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.

Recent alt-asset trade signals over a look-back window (days_back).

The household's Legacy checklist: each item, its group and whether it is confirmed, open or not relevant, with the date it was confirmed. Notes are never returned. Read only.

How ready the household's succession plan is: a readiness band, the material gaps and what each one needs. People appear as roles (Principal, Spouse, Child A), never by name. Read only.

The household's daily briefing — what matters today.

Unread alerts for the household.

Upcoming dividends, earnings and macro events that touch the book.

Accounts and custody for the household.

What this Antevo Wealth connector exposes — the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, today, family, documents, succession readiness, and a wealth map drawn from what you say) behind a single connection.

Document metadata in the household vault.

Credit facilities — balances, limits, rates, maturities, covenants, collateral.

Household entities — people and structures.

Financial goals — target vs current funding, progress, gap and status.

The households this user belongs to, with their ids. Needed only when they belong to more than one — otherwise omit household_id and it resolves to theirs.

Catalogue of geopolitical map layers you can request.

Antevo's newest published videos, podcasts and research notes.

Real assets — property, vessels, aircraft, art and collections.

The household's tracked instruments with price, momentum, how each leans and volatility.

Find alt-asset indices by brand or keyword (wine, watches, art, cars).

Technical analysis for any instrument — how indicators lean, the regime, or a full backtest.