Clair Jaugésane consolidates your accounts, market signals and reports into a single interface, continuously analyzed by predictive models, to support informed investment decisions without relying on a fixed office.
Clair Jaugésane centralizes these heterogeneous flows in a single environment, where each data is normalized, timestamped and contextualized before reaching your dashboard. The goal is not to accumulate more information, but to reduce the noise to only retain what actually influences a decision.
Each component addresses a distinct aspect of your portfolio, with precise technical vocabulary rather than general promises.
Statistical models process price histories, volumes and volatility indicators to identify recurring patterns and estimate likely short- and medium-term scenarios. Results are presented as scores, not certainties, to support an informed decision rather than replace it.
Each position is evaluated according to its exposure, its correlation with the rest of the portfolio and its liquidity on the platform concerned. Customizable alert thresholds flag deviations before they become critical.
API connections to supported platforms are continuously verified and data is refreshed at regular intervals, so the dashboard reflects a consistent picture of your holdings, regardless of the number of active accounts.
Periodic summaries consolidate performance, fees and asset allocation in an exportable format, useful for your own monitoring or personal reporting needs.
Each recommendation remains traceable: you can consult the reasoning that leads to it.
Market data and account balances are imported from each connected platform via read APIs and then normalized into a common format.
Predictive models examine time series and correlations between assets to distinguish relevant signals from short-term market noise.
The selected scenarios are compared with your risk parameters and the current composition of the portfolio to produce prioritized recommendations.
You retain the final decision: each recommendation is accompanied by its reasoning and can be applied manually or according to rules that you define.
When the price of the same asset diverges between two marketplaces, Clair Jaugésane reports the difference net of transaction fees and transfer time. The objective is not to guarantee a gain, but to provide a numerical basis for judging whether the opportunity is justified once the real costs are taken into account.
When the weighting of an asset drifts beyond a threshold that you have set, the platform offers a calculated adjustment to return to the target allocation, taking into account fees and the implicit tax impact linked to the envisaged arbitrages.
In periods of marked instability, the risk engine identifies the most exposed positions and suggests hedging instruments available on connected platforms, accompanied by an estimate of the cost of protection.
Clair Jaugésane is designed for investors who operate remotely and need a consolidated, reliable and up-to-date view of their positions, without spending their days traveling.
Our method is based on a requirement for precision in data processing, rather than on promises of performance. Every signal transmitted to the dashboard is documented and can be verified.
Learn more about our approach
Connections use API keys with limited permissions, without right of withdrawal, configured directly from your account on each platform. Clair Jaugésane never holds your funds or login credentials.
The list of compatible platforms evolves regularly and covers the main marketplaces used by active investors. Support for an additional platform can be requested via the contact form.
The data is hosted and processed in accordance with Swiss data protection legislation. No wallet data is resold or shared for advertising purposes.
By default, any recommendation remains subject to your validation. Automated execution according to predefined rules can be activated voluntarily, within the limits that you configure yourself.
A demonstration allows you to visualize the consolidation of your own accounts, without obligation, before any subscription decision.