Portfolio management and profit maximization.

Elevating investors
to 2.0

Calculate your profits to track your performance. One way to maximise growth is to have an overview of your progress and your assets.

Optimise tax

Use our IPV model to create your own Investment Purpose Vehicle to invest as a company to reduce tax obligations.

Stay compliant

Generate tax reports by connecting to your brokers or by uploading a transaction file.

Track performance

View all of your assets in crypto or stocks from a single source. Are you green or red?

Investment Purpose Vehicle

A legal entity to hold your cryptos and stocks as a company.

Investing as an individual creates a tax obligations on profits, which can be optimized and reduced with an Investment Purpose Vehicle.

Investment Purpose Vehicle

A legal entity to hold your assets as a company.

Tracking profits and the performance of your portfolio is only half the battle.

Quit sending thousands of transaction lines to your accountant and spending money on costly hourly fees. Let our automated accounting handle your transaction histories and the mandatory declarations.

We handle all the required registrations to get you started the right way and keep you compliant along your journey.

Re–invest your profits and take advantage of the 0% corporate tax in Estonia. Without taking out any profits from your personal investment vehicle, you can build your portfolio tax free for years and years.

Track your performance

View all of your assets in crypto or stocks from a single source.

Staying on top of your performance within your portfolio should be considered as a new standard for investors. Are you green or are you red?

A read-only API connection with your preferred brokers funnels your portfolio information to a single dashboard.

Automatic data updates give you the latest performance overview of your assets across multiple brokers. 

Visualized data and in depth metrics make it easier to construct important investment decisions for better performance.

Setting new standards in portfolio management

Investor 2.0 is an ecosystem for new and current investors who want to stay on top of their investments and maximise profits by using the full benefit of investing through a legal entity.

Our clients & partners

Investment Purpose Vehicle

A legal entity to hold your cryptos and stocks as a company.

Investing as an individual creates a tax obligations on profits, which can be optimized and reduced with an Investment Purpose Vehicle.

Creating an investment purpose vehicle has never been easier. We take care of the bureaucracy and manage the documents for you, leaving you to focus on making good investment calls.

No need to hire an accountant to handle your IPV books. We’ll manage that for your automatically. 

You have an option to pay out dividends or reinvest it back into your portfolio.

Join our Investment Purpose Vehicle waitlist

As we are currently building the full experience of Investor 2.0 for you to use, we want to invite you to become part of our community from the get-go and be in the loop early on. Your feedback on features and ideas helps us shape the service meant for you.

Join the waitlist to be ready for the Investment Purpose Vehicle soft launch, where we will pick a few, who are willing to dive in first – with benefits of course.

Join the community

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