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: Open the AI chat and type I want to link my Ledger.

Step 2: Follow the prompts in the chat.

Step 3: Open the Helvetic Broker Ledger Live app, sign in, and click Synchronize.

Result: Your Ledger assets and all required info will sync into your dashboard.

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

Coming soon:

• MEXC
• Bybit
• Coinbase

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

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.