Portfolio-tracking App from finance experts of Blackfort Capital. Allows you to track your accounts, monitor simulated investment portfolios, and communicate with us.
Welcome to Blackfort Capital, a young and innovative asset management company based in Zurich, Switzerland!
With our App you can track and monitor your investment portfolios daily with us, or our simulated portfolios, e.g. Global Balanced, or US Equity, etc. through which we share our strategic views and expertise with you and the general public.
Our App has 4 key functionalities, presented by the four menu options on top of the main screen. They are "Products", our product presentations and landing pages of our funds, "Positions", a ranked list of individual investments on your current portfolio radar, "Portfolios", a bundle of investment portfolios either for actual clients of our firm or our simulated views on the market and model portfolios for prospective clients and general public, and "Messages", our dedicated and secure communication channel for you and us, which takes the form of an email-type inbox, and a live chat.
With our App you become part of our financial in-house eco-system. The list of available features is:
- Daily pricing and transaction tracking of simulated and real portfolios, you are connected to us in real time and get timely updates of portfolios and the underlying strategies
- Identification of winners and losers based on daily performance in basis points, month-to-date performance in percentage points, or longer-term year-to-date performance in percentage points
- Simple and intuitive design of the portfolio table with interactive headings and ability to collapse individual investment sections for enhanced view of the portfolio
- Summaries of flows, charges, and cash flows on daily, monthly, and annual basis
- Consolidated presentation of our own fund strategies in the "Products" section with a direct link to the corresponding landing page on the web, which shows investment factsheets, performance data, disclaimers
- Direct chat with us, through which you can ask questions about anything related to your bundle of portfolios, and get responses back in a secure and dedicated communication channel
- All App data is exchanged between your phone and our servers through secure and encrypted channels (https and wss), while your access credentials are securely stored and encrypted on your phone. We comply with industry grade security practices and we are fully regulated as an asset management company in Switzerland.
Our vision is to provide you with a personalised boutique experience of asset management with our company and be there with you when you need us the most.
Sincerely yours,
Blackfort Capital AG
