Gorila

Gorila helps individual investors and investment professionals bring holdings from different accounts and custodians into one place, making it easier to understand and monitor portfolios without tracking everything in separate spreadsheets. It can connect to B3 and supported financial institutions, or use imported transaction data to build a consolidated view of investments. Use Gorila to track portfolio value, returns, allocation and other performance indicators; compare portfolios with market benchmarks; and review multiple portfolios side by side. Advisors and wealth-management teams can also use it to organize client portfolios and generate reports. It may suit investors who want a clearer overview of their investments, as well as professionals who need tools to monitor and analyze portfolios.

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