The Copilot financial flow gives you an all-round overview of your finances. Connect all your accounts and portfolios for free in just a few minutes. Analyze your investments and always keep an eye on assets and expenses.
We use feedback from our community to continually improve the app and regularly add new, practical features.
The app offers the following functionalities:
YOUR ASSETS AT A GLANCE
Your total assets are the most important financial figure. Import all your assets in just a few steps. Discover how wealthy you are and where you stand financially. Keep an eye on your long-term wealth development via the app.
ACCOUNTS & DEPOSIT OVERVIEW
Connect your portfolios, accounts, crypto exchanges and credit cards thanks to our automated connections for over 350 banks and financial providers. Update your account balances in just a few taps. Keep an overview of where and how much money is currently – no matter where you are.
PORTFOLIO TRACKER
Import an unlimited number of portfolios or portfolios. Track the performance of your stocks, ETFs, funds, cryptos, currencies, real estate or commodities. Exotic assets such as luxury watches or collectibles can be recorded manually. Compare your portfolios with each other or with indices and find out whether your investments are beating the market.
INVESTMENT ANALYSIS
In the analysis area you get important insights about your investments in the form of key figures and useful visualizations. Get a breakdown of your investments by asset class, position, region/country, industry or currency. Find out whether individual aspects in your portfolio are overweighted or underweighted.
DIGITAL HOUSEHOLD BOOK (COMING SOON)
Keep track of all your current expenses. With the budget function you understand what you spend how much money on and can identify savings potential. Find out how much money you can spend until your next salary arrives. Create personal budgets, set and track financial goals. Get a clear overview of all your recurring expenses, such as subscriptions, contracts and rent.
DIVIDEND CALENDAR AND TRACKER (COMING SOON)
Keep track of your dividends: Calculate your passive income, your personal dividend yield and your dividend growth. Get forecasts of future distributions in your dividend calendar.
DESKTOP APP
The Copilot also exists as a web app for the desktop. You have access to your account from anywhere, whether on your smartphone or at home on your laptop.
SECURITY & PRIVACY
In order to be able to offer you the app, only the most necessary data is collected. They are hosted on German servers that are monitored around the clock and can be deleted at any time. Nobody but you has access to your accounts, the app has read-only access. For the bank interfaces, we work with a BaFin-regulated account information service provider. You can find further information about our data protection and security measures here: https://www.finanzfluss.de/copilot/sicherheit/
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