Helvetic Broker
Core Features Core Values Helvetic Broker is an AI-powered crypto portfolio management app that enables investors to securely track, analyze, and manage all their digital assets across wallets and exchanges from a single platform. Launched in 2025, the app empowers both beginner and advanced investors to gain a comprehensive view of their crypto holdings while maintaining full self-custody and privacy. Unified dashboard providing an aggregated or detailed view of all wallets and exchange accounts. Seamless integration with Coinbase, Kraken, Binance, Uniswap, MetaMask, Trust Wallet, and Ledger. Active third-party broker agreements with Bybit, Huobi, and MEXC, with integrations currently in progress. AI assistant for intuitive portfolio management and optimized transfers between CEXs, DEXs, and wallets. Secure, read-only API access—no private keys ever leave the user’s device. Built-in guidance promoting diversification, autonomy, and best practices in self-custody. Security – Swiss-grade encryption and read-only architecture ensure maximum protection. Simplicity – Clear, intuitive user experience for effortless asset control. Diversification – Comprehensive multi-platform coverage supporting balanced investment strategies. Autonomy – Users retain full ownership and control over their digital assets. Helvetic Broker bridges technology, intelligence, and transparency to guide investors toward financial independence through self-custody.
About Helvetic Broker
Core Features Core Values
Helvetic Broker is an AI-powered crypto portfolio management app that enables investors to securely track, analyze, and manage all their digital assets across wallets and exchanges from a single platform.
Launched in 2025, the app empowers both beginner and advanced investors to gain a comprehensive view of their crypto holdings while maintaining full self-custody and privacy.
- Unified dashboard providing an aggregated or detailed view of all wallets and exchange accounts.
- Seamless integration with Coinbase, Kraken, Binance, Uniswap, MetaMask, Trust Wallet, and Ledger.
- Active third-party broker agreements with Bybit, Huobi, and MEXC, with integrations currently in progress.
- AI assistant for intuitive portfolio management and optimized transfers between CEXs, DEXs, and wallets.
- Secure, read-only API access—no private keys ever leave the user’s device.
- Built-in guidance promoting diversification, autonomy, and best practices in self-custody.
- Security – Swiss-grade encryption and read-only architecture ensure maximum protection.
- Simplicity – Clear, intuitive user experience for effortless asset control.
- Diversification – Comprehensive multi-platform coverage supporting balanced investment strategies.
- Autonomy – Users retain full ownership and control over their digital assets.
Helvetic Broker bridges technology, intelligence, and transparency to guide investors toward financial independence through self-custody.
