Your portfolio, understood.

We believe every investor deserves the same depth of insight that professionals have access to. Not a simplified version — the real thing.

Altum started with three questions.
Questions brokers never answered.

What do I actually own — not just the ETF names, but the individual companies underneath? Where is my money really exposed, geographically and by sector? And when I want to add a new position: where do I even start, with so many options and no clear way to match them to what I want?

These are the questions every serious investor asks at some point. Broker dashboards were never built to answer them. Altum was.

Two things brokers have never offered you.

01

Deep portfolio insights

Altum looks through your ETFs to the individual stocks underneath. It maps your real geographic and sector exposure across your entire portfolio — not just what's listed on your broker. You see daily performance per position, risk metrics, dividends, transaction costs, and currency effects. All in one place.

  • ETF look-through to underlying tickers
  • Geographic & sector allocation
  • Risk metrics: Sharpe, Beta, Volatility and more
  • Performance across multiple brokers & portfolios
02

Portfolio improvement on your terms

With so many listed companies to choose from, finding the right ones for your portfolio is overwhelming. Altum lets you define your own preferences — risk tolerance, geographic focus, sector allocation, investment type — and then runs every candidate through your personal grading model. The result: a ranked list of positions that best match your criteria. Not a generic recommendation. Not trading advice. A data-driven match to what you already told us you want.

  • Set your own preferences once
  • Automatically scored against thousands of stocks
  • Ranked by fit with your personal criteria
  • For informational purposes only — not financial advice
Mission

Why we exist

Altum gives every investor — from beginner to advanced — the depth of insight that was previously only available to professionals. We believe that understanding your portfolio should not require a financial advisor or a Bloomberg terminal.

Vision

Where we're going

A world where every investor makes decisions based on data, not intuition. Where your portfolio reflects your values, your risk appetite, and your goals — not just what your broker shows you.

Three principles behind every feature.

01

Clarity

Complex data, made understandable.

We cut through the noise so you can focus on what matters. Every chart, metric, and number on Altum is there for a reason — and explained clearly.

02

Independence

No broker interests. No hidden agendas.

Altum has no affiliation with any broker or financial institution. We have no incentive to show you anything other than the truth about your own portfolio.

03

Depth

Surface-level overviews are not enough.

We go deeper — through your ETFs to the underlying stocks, across sectors and geographies, all the way to the risk metrics that actually tell you something meaningful.

See it in action.

The best way to understand what Altum does is to try it yourself. No account required.

For informational purposes only. Everything on Altum — portfolio analysis, grading scores, position suggestions — is based on your own data and your own preferences. It does not constitute financial advice. We do not know your full financial situation, and we are not authorised to provide personalised investment recommendations. Always consult a qualified financial advisor before making investment decisions.

Have a question or suggestion?

We are always looking to improve. If you have feedback, questions, or just want to say hello — reach out directly.

hello@altumwealthinsights.com

We typically respond within 2 business days.