All your investments, including alternatives. Your system of record. Organised and updated instantly.
The days of manual tracking or Excel are gone.
For a more productive, accurate and better financial planning.
Track your PE funds, private credit, real estate, direct investments and any other assets plus your personal income in one place — with NAV, distributions, IRR, DPI & TVPI multiples, full cash flow and summary to support Tax filings.
Features
Everything your portfolio needs.
📊
Portfolio dashboard
One view across all your investments. Total invested, distributed, NAV, and total value — broken down by asset class with one click.
📈
XIRR, DPI & TVPI
Automatic IRR calculation using actual cash flow dates. DPI and TVPI multiples calculated automatically from your cash flows.
💸
Full cash flow history
Every capital call, distribution, return of capital, and income logged with date, label, and type. Never lose track of a tranche again.
📄
PDF auto-import
Drop a fund report PDF in your inbox folder. avoram reads it, identifies the fund, extracts new NAVs and distributions, and updates automatically.
📋
Excel & PDF export
One-click export to a formatted Excel workbook — Summary, Investments, and Cash Flows sheets. Or download a clean PDF snapshot of your portfolio view, ready to share with advisors or family.
🔭
Full consolidated income report, supporting Tax filings
Summarize your annual income coming from both investments and personal sources to get an accurate, up-to-date position.
Who it's for
Built for serious investors.
If your wealth is spread across fund commitments, direct deals, and real assets — avoram was made for you.
👤
Individual investor
Your wealth is spread across alternative and traditional investments. Your spreadsheet is a mess and you don't know your real IRR. avoram gives you clarity in minutes.
🏛️
Family office
You manage wealth across multiple beneficiaries and asset classes. You need consolidated reporting, not another Bloomberg terminal nobody uses.
💼
Wealth manager — the advisor
Your clients have complex alternative portfolios. You spend hours manually updating spreadsheets. avoram automates the grunt work so you can focus on advice.
How it works
Up and running in minutes.
No data migration, no consultants, no lengthy onboarding. You're tracking your portfolio the same day you sign up.
1
Create your account
Sign up in 30 seconds. No credit card required. Your data is private, encrypted, and only ever yours.
2
Add your investments and other sources of income
Enter investments manually or upload digital files — PDFs, images, fund reports. Add salary, bonus, and personal income entries alongside your portfolio.
3
Track & export
Your dashboard is always up to date. Export to Excel or PDF anytime, or share a read-only view with your advisor.
Ready to get started?
Join and take control of your portfolio today.
avoram
Sign in
Create account
avoram
· · Exported
avoram
As ofFX…
New holding
Add custom segment
Create a new asset class segment. It will appear as a navigation pill and as a portfolio category.
Let's set up your account. How will you be using avoram?
👤
Individual
Personal investor tracking your own portfolio
🏛️
Family Office
Managing investments for a family or family entity
💼
Wealth Manager
Professional managing portfolios for multiple clients
Tell us about yourself
Individual investor
Tell us about your family office
Family Office
Tell us about your firm
Wealth Manager
🚀 Multi-client management is coming soon. Once available, you'll be able to create and manage separate sub-accounts for each of your clients from one login.
My account
Email address
Verified
Security
Add document
✓ Auto-detected — we've pre-filled Segment, Investment and Type below. Review and adjust if needed, then save.
⚠️ Couldn't auto-classify. Please select a Segment below — that's all we need to save.
Auto-read from PDF — edit if incorrect
— or paste a link instead —
Selected files — confirm details for each:
This is the display name in your vault — not the filename of any uploaded file.
— or paste a link instead —
Dashboards
Every view you need, beautifully organised.
From your full portfolio overview to individual deal analytics — avoram gives you every angle on your wealth.
