Step 1: Sign up or log in or the mobile app.

Step 2: Open the AI chat and type I want to add my portfolio.

Step 3: Follow the in-chat prompts to generate and submit a read-only API key for your exchange or wallet.

Step 4: Your balances, trades, and transactions will sync instantly into your dashboard with real-time P/L, allocation charts, and AI insights.

To add another portfolio, just type Add new portfolio in the chat.

Step 1: Make sure you have Ledger Live app installed on your phone and you have your key connected to it.

Step 2: Open the AI chat and type I want to attach my Ledger. Follow the prompts in the chat.

Step 3: Helvetic Broker AI will open Ledger Live app, make sure that you allow all the blockchains.

Result: Your Ledger assets will sync into your app.

Step 1: Open the AI chat and type I want to buy crypto.

Step 2: We’ll guide you to the best platform for your needs, compare rates in real time, and walk you step-by-step through the platform interface to complete your purchase.

Helvetic Broker currently integrates with industry-leading platforms:

• Binance
• Kraken
• Coinbase
• Uniswap

Coming soon:

• MEXC
• Bybit

Stay tuned for further additions to enhance your crypto tracking experience!

Helvetic Broker currently supports these wallets to keep your holdings synced:

• Ledger: sync via our Ledger Live app
• MetaMask
• Trust Wallet

More wallet integrations coming soon—stay tuned!

You can access AI-powered insights in two ways:

• Go to the AI chat and ask any question about your portfolio, assets, or the crypto market.
• Click on the 'AI Insight' button in your portfolio overview or on any asset page to get instant analytics and suggestions tailored to your holdings.

Step 1: Download the app from the Google Play Store or Apple App Store.

Step 2: Sign up using your email, Google account, or Apple ID.

That's it — welcome on board!

On the mobile app, go to the bottom dashboard and select the Account option. Then tap Preferences, choose Language, and select your preferred language from the list.

Yes! Helvetic Broker can track multiple ERC-20 tokens like:

• USDT
• Chainlink
• USDC
• ...and more

on the most common blockchains:

• Avalanche C-Chain
• Arbitrum One
• Binance Smart Chain
• Ethereum
• Polygon
• Solana

Just add your wallet address or connect.

We leverage the power of AI and our industry experience to help you choose the best platform for your country and needs. Once selected, Helvetic Broker guides you step-by-step through the entire buying process, ensuring a smooth and secure first crypto purchase.

We provide best-practice security tips and support for connecting secure hardware wallets like Ledger, ensuring your assets remain safe.

Once you’ve connected at least two portfolios, you can simply ask your AI assistant to handle transfers. For example: “Can you transfer my Bitcoin from my Kraken account to my Ledger wallet?”

The assistant will guide you step by step, collecting the details it needs (such as the token and the amount). It will then automatically optimize the transfer by selecting the most cost-efficient blockchain that is compatible between your portfolios.

When everything is ready, a transfer request will be proposed to you. You can start the process securely by approving it with your biometrics or PIN code.

At Helvetic Broker, our core values are:

• User Empowerment: We believe people should have full control over their finances, with self-custody at the center.
• Financial Education: We value knowledge as the key to making better financial decisions and understanding the crypto world.
• Security First: We trust blockchain as the most secure technology to guarantee financial freedom, and we apply the highest standards of privacy and protection.
• Democratization of Crypto: We are committed to making crypto accessible to everyone, removing complexity and barriers.
• AI Assistance: We have built a unique AI assistant to guide people in managing their portfolios, transferring assets, and confidently navigating the world of crypto.

Guided by our core value of giving people back control over their finances, we’ve developed a unique AI assistant that makes navigating the world of crypto simple and secure.

Our AI is the first assistant capable of truly understanding your financial situation by tracking your portfolios, recognizing your needs, and even taking actions such as attaching portfolios, transferring assets, or creating new blockchain addresses. And because financial freedom requires trust, everything is built with the highest standards of security and privacy.