Lunirex Dashboard view of a balanced portfolio across multiple accounts

Let unused capital work for you – based on data instead of gut feeling

Lunirex brings together your accounts and portfolios from different platforms in a single, understandable overview and shows where money is losing value.

Schedule a free demo This is how it works

The status quo

Distributed capital takes more time than most entrepreneurs plan for

Anyone who holds reserves in multiple accounts, depots or trading venues can easily lose track. Each platform provides its own extracts, its own key figures and its own login data. The actual analysis – where capital is lying idle and where it could be meaningfully reallocated – is often left behind because there is simply not enough time.

Manual comparisons between accounts and providers are time-consuming and error-prone.
Inflation reduces the real value of balances in low-interest accounts without it being noticeable in day-to-day business.
A lack of real-time transparency makes it difficult to identify opportunities in a timely manner or limit risks early on.

The solution

An AI that evaluates data so that you can make more informed decisions

Lunirex does not replace financial decisions, but rather prepares them: The system continuously analyzes market data and account movements and translates them into understandable recommendations.

Real-time data analysis

Market and account data is recorded and evaluated continuously, instead of only being viewed retrospectively at the end of the month. This creates current situation reports instead of outdated snapshots.

Predictive risk management

Historical patterns and current signals are incorporated into models that identify potential risks early on, before they result in noticeable losses.

Scalable recommendations

Whether small starting capital or multi-digit reserves: the recommendations adapt to the size and risk profile of the respective capital, not the other way around.

Multi-platform view

All accounts, one view - without switching between portals

Lunirex bundles data from different banks, brokers and trading venues in a common view. Instead of checking multiple logins, you see stocks, developments and recommendations in one place - prepared for managers and investors, not analysts.

Banks & Business Accounts Securities depots Digital trading platforms Multi-currency accounts

Lunirex team members reconciling consolidated financial data

Procedure

How data becomes a concrete strategy

Step 1

Analysis

The system records historical account movements and current market signals from all linked sources and organizes them according to relevance to your liquidity situation.

Step 2

Optimization

Based on this analysis, the AI calculates possible distributions of capital that weigh return and security aspects against each other.

Step 3

Implementation

You will receive a comprehensible recommendation with reasons and decide for yourself which steps you should implement - Lunirex does not carry out any automatic transactions without your approval.

Use cases

Intended for different starting situations

Startup

Secure liquidity

A young company holds funding in multiple accounts to ensure solvency. Lunirex shows which part must remain available in the short term and which part could be invested more sensibly without risk for operations.

middle class

Allow reserves to grow

An established business has reserves that have barely earned any interest over the years. The platform compares alternatives and provides an overview that is understandable even without a finance department.

investor

Limit risk

A private investor distributes capital across multiple platforms and wants to avoid cluster risks. Lunirex marks concentrations early and suggests adjustments to spread risk.