FEATURES

Every corner of your wealth
One place, in full command

The world's tools do not know your market. Alvest does: BIST, TEFAS, inflation-indexed tax, Gulf exchanges. Every asset you hold, from crypto to gold, deposits to real estate, meets in one intelligence. Scattered sheets, missed tax and blind spots end here.

alvest.app/panel
TOTAL WEALTH
0
+₺214.320+%5,5 · this month
BİSTCryptoTEFASFixed incomeGoldFX
Health score
84/100
Tax saved
₺22.371Yİ-ÜFE
Risk
MediumBeta 0,87
AI signal
BİST +%7rebalance
7+
asset classes
73
features
4
Gulf exchanges
3
languages

This is not a tracker. It is the command center for your wealth

01ONE CANVAS

All your wealth
One single view

Crypto, BIST, funds, gold, deposits, bonds and real estate - seven asset classes flow into one dashboard. Real-time price, P&L, allocation and performance, unified into one true net worth. No more scattered tabs.

7 asset classes, one true net worth
Crypto · BIST · funds · gold · fixed income · real estate · FX
Real-time, unlimited positions
alvest.app/panel
TOTAL WEALTH
₺2.847.320
+₺127.540+%4,7 · this month
BİSTCryptoTEFASFixed incomeFX
THYAO%+2,4
₺285,20
BTC%+1,8
₺3.124.500
TI2%-0,3
₺12,48
Gold/g%+0,9
₺4.320
alvest.app/vergi
THYAO tax calculation
Inflation-indexed · real basis
READY
Purchase cost (04/2023)₺42.000
Index at purchase4.089
Index at sale6.268
Adjusted cost₺64.371
Sale price₺75.600
REAL TAX BASE
₺11.229
TAX SAVED
₺22.371
02WHAT SETS US APART · TURKISH TAX INTELLIGENCE

Tax
Stripped of inflation

No global tool does this: with inflation indexing, your tax is computed on your real basis, not the paper gains inflation inflated. FIFO, brackets, dividend thresholds and withholding, all automatic. The accountant queue and the March panic become history.

Inflation indices built in and current
FIFO + brackets + filing pack
Dividend threshold and withholding, automated
03ALVEST AI CO-PILOT

An intelligence that
knows your portfolio

An agentic assistant grounded in your real data - it reads your tax, risk, allocation and cash flow; asks, answers, advises. Every Monday at 08:00, a weekly briefing and health score are waiting in your inbox.

Agentic assistant grounded in your data
Weekly intelligence report + health score
Anonymised · zero-retention
alvest.app/ai
Weekly intelligence report
Monday · 08:00
ALVEST AI
84
health score
Risk level
Beta 0,87
Medium
Concentration
Diversify
BTC %38
Rebalance
Near target
BİST +%7
alvest.app/saglik
Financial health score
Your whole life in one score
78/100
Retirement readiness%72
Emergency fund4,2 mo
Protection gap₺1,2M
Budget adherence%91
04YOUR WHOLE FINANCIAL LIFE

Beyond the portfolio,
the whole picture

Alvest knows not just what you have, but where it's going. Retirement, budget, emergency fund, protection, estate liquidity and household wealth converge into one financial-health score. A portfolio is just a fragment; Alvest sees the whole.

Retirement + budget + emergency fund
Protection, insurance and estate liquidity
Household wealth + one health score
05DATA, ON AUTOPILOT

Connect once
Always current

Connect your exchange and broker accounts; positions and trades flow in automatically. Drop the rest as CSV, screenshot or PDF - AI reads, maps and verifies. Your BIST holdings arrive in one tap via MKK. Manual entry is over.

Live exchange/broker sync + auto trades
CSV · screenshot · PDF statement (AI-read)
BIST holdings via MKK e-Investor
alvest.app/baglantilar
Binance
Read-only · connected
LAST SYNC2 dk ago
BtcTürk
Read-only · connected
LAST SYNC4 dk ago
IBKR
Read-only · connected
LAST SYNC1 dk ago
Updates automatically every 5 minutes.
alvest.app/piyasalar
BİST
Turkey
TEFAS
Fund
Tadawul
Saudi Arabia
DFM
Dubai
ADX
Abu Dhabi
QSE
Qatar
Altın
Gram · TRY
TCMB
FX rates
₺ TL﷼ SARد.إ AED$ USD€ EUR
06A REGIONAL MOAT

Turkey, the Gulf,
the world

From BIST to Tadawul, from Binance to NASDAQ. Four Gulf exchanges, zakat calculation and halal-compliance purification, three languages and three currencies. The markets global rivals ignore are first-class citizens here.

BIST + US + EU + Gulf (Tadawul/DFM/ADX/QSE)
Zakat calculation + halal purification
3 languages (TR/EN/AR) · 3 currencies
07DEEP ANALYSIS

10,000 futures
One portfolio

Monte Carlo simulation projects your portfolio 1-10 years out at 5-95% confidence. Real historical backtests, crisis scenarios, risk and correlation analysis, behavioural coaching - your decisions become data, not gut feel.

Monte Carlo · 5-95% confidence bands
Real historical backtest + crisis scenarios
Risk, correlation and behavioural coaching
alvest.app/montecarlo
10-year projection
10,000 scenarios · 5-95%
MONTE CARLO
Today
₺2,85M
Expected
₺8,12M
Best 5%
₺14,7M
Worst 5%
₺3,4M
alvest.app/guvenlik
API keysRead-only scope
Server encryptionAES-256-GCM at-rest
In transitTLS
IsolationRow-level (RLS)
ControlOne-tap full delete
08SECURITY

Read-only
By design

Your exchange API keys connect read-only - trade or withdraw permission is never requested. All data is encrypted at rest with AES-256-GCM, isolated by row-level security (RLS), deletable in one tap. Trust is not a layer we add later - it is the design itself.

Read-only scope - trade permission refused
AES-256-GCM at rest + TLS in transit
Row-level isolation (RLS) + one-tap delete
WHO IT IS FOR

However you invest,
Alvest speaks your language

One product, four kinds of investor. Start where you recognise yourself.

BIST & fund investor

Inflation inflates your gains and tax hits money you never made. See your real, inflation-indexed basis and pull your holdings in with one tap.

Indexed tax, dividend filing, one-tap import
Crypto investor

Exchanges, wallets and chains are scattered. Connect them all so transfers reconcile automatically and your cost basis is finally correct.

Exchange sync, on-chain wallets, reconciliation
Gulf investor

Tadawul, DFM, ADX and QSE in one dashboard. Zakat computed, halal purification made explicit; three languages, three currencies.

4 Gulf exchanges, zakat, halal compliance
Accountant / CPA

Manage client portfolios in one place and produce the filing pack in minutes, not hours. March stops being a crisis month.

Client portfolios, filing pack, multi-year
AND SO MUCH MORE

Not a feature
A financial operating system

The flagships are only the beginning. Dozens more tools, built for every dimension of your wealth - all in one app.

Every unlabelled feature is on the Free plan · Pro ₺399/ay · Premium ₺799/ay

Portfolio & Consolidation08

True net worth
Liabilities subtracted from assets: one honest number that is truly yours
Transaction ledger
Every buy and sell tracked at FIFO lot level, where your tax base is born
Pro
Allocation
A class, sector and region breakdown that reveals where you are concentrated
Pro
P&L analysis
Realised and unrealised split apart, so you know which one creates tax
Performance & return
Time-weighted return, so deposits and withdrawals cannot distort the result
Pro
Heatmap
Which positions carry you and which drag you, readable at a glance
Goal tracking
The distance to your wealth goal and the date today pace implies
Pro
Historical snapshots
Your portfolio timeline, so you can see what your decisions actually did

Tax & Compliance06

Pro
Tax Command Center
See the bill before year-end, then act to lower it
Pro
Tax wizard
Prepare your filing step by step, without guesswork
Pro
After-tax return
What actually remains once tax and withholding are taken out
Real return
What you actually earned once inflation is stripped out
Pro
Dividend filing
Know before you cross the declaration threshold
Pro
Zakat calculation
Your zakat base, computed precisely against nisab

Analysis & Risk10

Premium
Monte Carlo
See the odds of reaching your goal, as a number
Pro
Historical backtest
What today's portfolio would have done in the past
Pro
Crisis simulator
How much you would lose in the next crash
Pro
Risk analysis
Makes the risk you cannot feel visible
Pro
Correlation matrix
Shows where your diversification is an illusion
Pro
Scenario analysis
Answer the what-if question with numbers
Position sizing
Size your entry by risk, not by feel
Pro
DCA optimisation
Tune your recurring buys to the most effective cadence
Pro
Rebalancing
A sell order that restores your target weights without needless tax
Pro
Benchmark
Did you truly beat the index, gold and the dollar

Financial Life12

Fixed income
Deposits and bonds finally count in your net worth
Pro
Real estate
Rent, appreciation and inflation together: your property real return
Pro
Retirement & pension
Where today's pace leaves you at retirement
Budget & cash flow
Where your income goes and what is left to invest, category by category
Cash command
Where this month's surplus should actually go
Pro
Protection & insurance
How exposed your family is if something happens to you
Estate readiness
Whether your estate is liquid, reachable and findable by those you leave
Household wealth
Combined household wealth, so you see the family total instead of fragments
Pro
Financial health score
One score that names your weakest link
Debt tracking
Your true net worth once loans and their interest are subtracted
Premium
Passive income
When dividends and rent could cover your life
Pro
Deposit compare
Whether your deposit really beats inflation

Markets & Assets06

Pro
Markets screen
Live price, segment and sector: every market you follow on one screen
Asset pages
A deep page per coin, stock and fund: price, data and tax together
Gold
Your gram gold position valued in real terms against inflation
TEFAS funds
Fund NAV enriched with official filings, so you know what you actually own
Pro
Dividend calendar
Upcoming payouts and how close you are to the declaration threshold
Pro
News impact
Only the news that touches the positions you actually hold

Data & Integrations09

Auto-sync
Exchange and broker accounts connect live; positions keep themselves current
AI statement reading
Drop a PDF statement or screenshot; AI turns the rows into structured data
CSV/Excel import
A mapping wizard that resolves each institution format once and for all
MKK e-Investor
Your BIST holdings arrive via MKK in one tap, with no manual entry
On-chain wallet
BTC xpub, EVM, Solana and Tron addresses watched read-only, without signing
Transfer reconcile
Transfers between venues are matched so nothing is ever counted twice
Pro
Excel & PDF report
An institutional-grade model and report you can hand over as it is
Pro
Public API & MCP
Connect your portfolio to your own tools and AI agents programmatically
Backup
Export everything and restore it whenever you like, with no lock-in

Intelligence & Automation08

Pro
AI portfolio analysis
A deep read of your entire portfolio, the moment you ask for it
Pro
Weekly intelligence
Ready every Monday morning: what the week did and what comes next
Pro
Behavioural coach
Patterns like selling early or holding losers, surfaced from your own record
Pro
Sentinel risk watch
Concrete risk-cutting moves, each scored by the impact it would have
Pro
Execution bridge
The chain from advice to order ticket to a logged execution stays unbroken
Smart alerts
Set your own rules for price, thresholds, drift and the tax moments
Notification center
Email, push and in-app: you choose how each thing reaches you
Telegram bot
A morning digest and price commands delivered straight into Telegram

Growth & Community06

Alvest Academy
Courses, lessons and certificates that build your knowledge with real structure
Investor report card
Your portfolio graded A to F, with the reasoning behind every weak spot
Premium
Portfolio arena
Anonymous benchmarking: where your return stands among similar investors
Wealth rewards
You earn as you build outcomes and habits: real value, not cheap badges
Pro
Trade journal
Write down why you acted, so the lesson survives when the result lands
Premium
Trade Desk (Premium)
Per-trade edge analytics and the tax treatment active traders actually need
WHAT YOU USE TODAY

Every alternative breaks somewhere
Alvest begins exactly there

An honest comparison, without hype. Whichever you use, the cost is clear.

TodayWhere it breaksAlvest
WHY TRUST THIS

Not promises,
verifiable facts

Verified7 asset classes

Crypto, equities, funds, gold, fixed income, real estate and FX in one net worth

VerifiedInflation indices built in

Indices ship with the app; your basis is adjusted with the official series, not a guess

VerifiedRead-only by architecture

Exchange links never request trade or withdrawal scope - it cannot place orders

VerifiedAES-256-GCM + RLS

Sensitive data encrypted at rest, isolated per row, fully deletable in one tap

From the founder

I built Alvest because the tools I used did not understand the market I invest in. They showed a gain that inflation had already taken, and knew nothing about the tax I actually owe. Alvest is the tool I wanted to exist: it tells you what you really earned, and what is really yours.

Hazar Sonmez, founder
QUESTIONS

Your question
is probably here

No. Connecting an account is optional and always read-only - trade or withdrawal permission is never requested. You can also upload a CSV, screenshot or PDF statement, or enter positions manually.

About two minutes. Connect an account or drop a file and your positions appear immediately; manual entry is just as quick.

Sensitive data is encrypted at rest with AES-256-GCM and isolated with row-level security so only you can read it. You can delete everything in one tap.

Portfolio tracking, connections and imports, fixed-income tracking and household are free. Deep analysis, the tax centre and automation are Pro; compute-heavy tools are Premium.

Yes. No commitment, cancel whenever you like. If you upgraded, the first 7 days are an unconditional refund.

No. Alvest is a calculation and preparation tool, not an accounting service. Use its output to prepare your filing; final responsibility remains with you and your advisor.

Yes. US, European and Gulf exchanges are supported, with currency conversion and after-tax return applied to them as well.

Alvest runs in the browser as an installable web app (PWA); add it to your home screen and it behaves like a native app, notifications included.

Platforms it connects

Exchanges, brokers and markets - from day one.

Binance
BtcTürk
OKX
Bybit
Kraken
Paribu
BİST
TEFAS
Midas
IBKR
Tadawul
DFM
ADX
QSE
Altın
TCMB
READY

Start seeing your
wealth as it truly is

No card, no commitment. Set up in two minutes and see your wealth as it truly is today. 7-day unconditional refund on Pro.

No credit card7-day refund2-minute setup