Your portfolio
Create your portfolio and let Baziloo analyse it.
Add the assets you hold. Baziloo automatically analyses the structure of your portfolio, identifies areas that require your attention and tracks how they change over time.
When a policy changes or there is news relating to one of your values, AI explains in simple terms what this means for your portfolio.
- ✓8-day free trial
- ✓Without a bank card
- ✓No obligation
From the very first added value
Creating your portfolio isn’t the end of the process. It’s the start of the analysis.
You don’t need to do anything: as soon as your data is saved, Baziloo’s models get to work, and then start again every day.
The actual weight of each security, sector, region and currency — and what carries too much weight without this being apparent on a line-by-line basis.
Stocks that are influenced by the same economic drivers, and those that rise and fall in tandem.
The points that warrant your attention, listed in order of priority, along with what they mean in practice.
Your holdings compared with their benchmark indices — Nasdaq, S&P 500, CAC 40, STOXX Europe 600 — over the same period.
What changes over time: a proportion that grows, a tone that deteriorates, a balance that shifts.
AI puts these figures into words and explains how a news story relates to a stock you hold.
These figures are generated by deterministic models using publicly available data. They describe your portfolio: they do not constitute personalised investment advice.
The Portfolio Area
A monitoring platform, underpinned by analytical models.
You organise your portfolios however you like; Baziloo takes care of measuring them, comparing them and alerting you to any changes.
A section for each investment objective or time horizon.
All your lines in one place.
Sectors, zones and concentration at a glance.
Copilote highlights what deserves your attention.
Create one or more portfolios in just a few clicks
Easily set up your tracking areas to suit your investment style. Long-term portfolio, short-term portfolio, PEA, CTO or specific asset allocation: you Organise your follow-up as you wish.
The aim is simple: to get off to a quick, smooth start and maintain a clear structure right from the outset.
Create a portfolio →Consolidate your positions in one easy-to-use space
View all your investment portfolios in one place and quickly check the status of each one.
Baziloo saves you from spread your monitoring across several tools and makes day-to-day management run more smoothly.
Explore the portfolio section →View your breakdown straight away
Business unit weightings, sectors, geographical areas, concentration: the key information is organised so that it is understood at a glance.
You can identify imbalances, overexposures and areas requiring attention more quickly. And when a concept is technical, the AI explains it to you in plain language.
See the breakdown →Keep your tracking simple, quick and efficient
Baziloo highlights what really matters to help you manage your portfolio with greater discipline.
You save time, reduce clutter and maintain a clear overview of your investments.
View tracking details →Copilote keeps an eye on every portfolio.
The Co-pilot don’t let others decide for you : the models analyse your figures, and its AI explains which trends deserve your attention.
- ⚠️A holding becomes too large within a portfolio
- 🧩The overall distribution is becoming less balanced
- 💡A rebalancing may improve diversification
Simplicity
Designed to be easy to use right from the start.
You don’t need a complex tool to manage a portfolio properly. Baziloo gets straight to the point: quick set-up, clear presentation and effective monitoring.
Set up a portfolio in just a few clicks, tailored to your investment style.
Record your positions and view all your trades in one place.
Keep a structured overview of your allocation and performance.
In a spirit of full transparency
Baziloo is the right choice for you if you’re looking for clear, structured progress tracking.
✓ For you
You want to create multiple portfolios, centralise your positions and quickly understand your exposure.
✗ Less suitable
It isn’t the ideal tool if you’re looking for an interface geared towards very short-term trading or tools that are complex to configure.
Frequently Asked Questions
Your questions, straight to the point.
Can I create more than one portfolio?
Yes. You can create several portfolios depending on your objectives or investment horizons: long-term, short-term, PEA, CTO (Ordinary Securities Account) or thematic portfolios.
How long does it take to set up a portfolio?
It only takes a few clicks to create a portfolio and start organising your tracking.
Is Baziloo easy to use?
Yes. The platform is designed to get to the point, with a quick and easy learning curve and clear presentation of key information.
Can I track my positions without having to use lots of different tools?
Yes. Baziloo centralises your portfolios and makes it easier to monitor everything in one place.
Why create several portfolios?
Creating several portfolios allows you to set out your objectives more clearly, your investment horizons and management styles.
Create your portfolios with ease. Track them effectively.
Try Baziloo for free and set up a clearer, faster and more structured way of tracking your investments.
- ✓8-day free trial
- ✓Without a bank card
- ✓No obligation