The first head never takes its eyes off your holdings.
Portfolio, crypto, and watchlists — with a 216-metric chart builder, base, bear, and bull scenarios, and due-diligence notes that keep your thesis where your money is.
Portfolio & watchlists
Holdings, allocation, and live performance in one view.
Chart builder
216 fundamental and market metrics, plotted your way, exported as CSV.
Scenario targets
Base, bear, and bull cases with rationale for every position.
Research & due diligence
Thesis, risks, and catalysts captured while you work.
Portfolio breakdown
WATCH II — SPENDING
The second head guards the ledger.
Budgets, receipts, and read-only bank sync — every expense accounted for, from scan to category to tax season.
Budget planner
Monthly pillars, plan items, and category tracking.
Receipt scanning
Point the camera at a receipt or QR and the ledger updates.
Bank sync
Read-only transaction import with dedupe. Your bank, untouched.
Tax overview
Spending and gains framed the way tax season asks for them.
Expenses planner
WATCH III — INTELLIGENCE
The third head reads the signals.
An AI assistant grounded in your data, live ticker sentiment, macro indicators, and MCP integrations that bring Norviq to the tools you already use.
AI assistant
Ask about your portfolio and spending. Answers come from your data.
Sentiment insights
Live social sentiment on the tickers you track.
Macro data
Inflation nowcasts and fed-watch from FRED, Eurostat, and IBGE.
MCP integrations
Connect Claude or any MCP client to your Norviq workspace.
Dashboard signals
MCP inside
Speaks to your tools.
Norviq ships a Model Context Protocol server. Connect Claude or any MCP client and query your portfolio, market data, and spending from wherever you work — scoped tokens, OAuth 2.1, revocable any time.
Claude & MCP clientsPlaid bank syncCSV import & exportPersonal access tokensOAuth 2.1
Private by design
The gate holds.
A guardian that answers to you alone: secure account access, passkeys, exports, and account deletion are first-class flows.
Passkeys and MFA
Modern account protection alongside password and MFA support.
Private research notes
Thesis, risks, catalysts, and target rationale stay in your workspace.
Export your data
Download account data when you need a copy outside Norviq.
Delete account
Account deletion is wired from settings, not hidden behind support.
Free and Pro
Post all three guards.
Start free with tracking. Upgrade when research gets serious.