getquin

getquin is a digital wealth platform that enables users to track their net worth, plan for retirement, and optimize their wealth through powerful analytics, AI tools, and expert advice—all in one platform.

Key Features:

• Comprehensive Financial Overview: Easily connect all your financial accounts—from brokerage platforms to bank accounts—via secure API integration with thousands of providers.
• Advanced Analytics: Unlock deep portfolio insights, including asset allocation, historical performance, and AI-powered risk ratings, to understand and improve your portfolio's performance.
• Real-Time Monitoring: Monitor your investments in real time with detailed KPIs, live price updates, and dynamic benchmarking to evaluate your performance against the market.
• Income & Spending Breakdown: Use the dividend tracker to view upcoming dividend payments and forecast your future income, while analyzing your monthly cash flow to make smarter budgeting decisions.
• Retirement Planning: Set goals and create a personalized financial plan to stay on track for retirement, saving for a home, or achieving financial independence.
• AI Financial Agents: Ask your AI financial agent anything—from portfolio optimization strategies to retirement planning—and receive intelligent insights to make better decisions.

Pricing:

• Free Plan: Includes unlimited bank and broker connections, real-time financial data, comprehensive net worth overview, and essential portfolio analysis.
• Premium Plan: Priced at €89.99 per year, offering AI-powered portfolio analysis, personal dividend KPIs and forecasting, advanced performance analytics, and detailed allocation breakdowns.
• Wealth Plan: Priced at €149.99 per year, providing financial planning, customizable financial goals, personal retirement plan, and unlimited access to AI financial agents.

Platforms: Accessible via web browsers, iOS, and Android devices, ensuring users can manage their wealth on various platforms.

Security:

Your privacy is just as important as your security. getquin collects only the information it absolutely needs, keeping your identity anonymous at all times. State-of-the-art encryption ensures that your data remains yours alone—getquin cannot access it.

Availability:

Originally launched in Germany, getquin is expanding across Europe, continuously adapting its product to local market requirements and deepening integrations with financial institutions to deliver even more relevant, high-quality financial guidance.

User Feedback:

Users have praised getquin for its user-friendly design and comprehensive features, noting its effectiveness in monitoring portfolios and providing valuable financial insights.