Serena Scortimonto collects data from multiple exchanges, brokers and bank accounts into a unified dashboard and applies predictive models to estimate future scenarios and flag risks before they become problems.
The interface displays aggregate balances, allocations and risk indicators for each linked account, updated each time you synchronize with data sources.
Serena Scortimonto combines data from different sources into a single analysis model, so that every decision is based on the entire family assets and not on a single platform.
Connect accounts from different cryptocurrency exchanges, traditional brokers and banking institutions in a single view, without having to consult multiple separate apps.
They analyze time series and real-time market data to estimate probable future scenarios, not a single fixed value.
It signals excessive concentrations on individual assets and misalignments between portfolio volatility and long-term family objectives.
Data from linked accounts is updated at regular intervals, so that the dashboard reflects the most recent situation available.
The platform is designed to integrate with regulated exchanges operating in the European Union, brokers with API access and bank accounts via Open Banking (PSD2) protocols. The list of active integrations is available in the section dedicated to the platform.
The system does not generate a single forecast, but a distribution of possible scenarios. Each scenario is weighted based on the estimated probability, allowing to evaluate not only the expected return but also the extent of the possible variations.
This approach is useful for families with long time horizons, where the main objective is to preserve accumulated capital rather than maximize short-term returns.
The dashboard consolidates data from all linked accounts into a single screen, organized by asset class, currency and family member.
The dashboard can be navigated by keyboard and compatible with the main screen readers; the colors used in the graphs respect a minimum contrast compliant with the WCAG AA guidelines.
Serena Scortimonto was created to respond to a practical need: families with investments distributed across multiple platforms need a single, coherent and verifiable point of view, not an additional tool to be consulted separately.
The work on forecasting models focuses on the transparency of the method: each estimate reports the hypotheses used and the confidence interval applied, so that decisions are based on data that can be understood even by those without financial training.
Transparency on the analysis process is an integral part of the product: each phase is documented and verifiable by the user.
Access to accounts occurs via OAuth protocols and Open Banking APIs; Exchange and bank login credentials are never shared with Serena Scortimonto.
Currencies, formats and periodicity of the different sources are standardized before being aggregated in the dashboard.
The normalized data is processed with statistical models on time series and real-time market data.
At each synchronization, an updated report is produced with possible scenarios and associated risk indicators.
Connections between Serena Scortimonto and connected data sources use end-to-end TLS 1.2 or better encryption; Exchange login passwords are not stored on our systems.
The risk is estimated by combining historical volatility, correlation between assets and portfolio concentration, returning a comparable indicator between the different connected accounts.
The connections use Open Banking protocols and official exchange APIs; access is via OAuth authorization and Serena Scortimonto does not store login credentials for linked accounts.
It is a set of statistical calculations which, starting from historical and market data, estimates a range of possible future scenarios, each with an associated probability, rather than indicating a single certain value.
Yes, the dashboard allows you to connect separate accounts and view them both in consolidated form and separately for each individual family member.
Synchronization occurs at regular intervals defined by the individual connected data sources; some exchanges provide data in almost real time, others with daily updates.
The dashboard is designed to be readable without specific training; the technical terms used in the reports are accompanied by concise explanations and a dedicated glossary.
For further information on the terminology used, consult the technical glossary.
No purchase commitments: you can connect just one account to evaluate the platform before extending the analysis to other family investments.