Your client’s ETF portfolio, clear in euros.

Your client’s ETF portfolio, clear in euros.

Build it, stress-test it against the crises of the last 25 years, and hand your client a summary they understand at first glance. In ten minutes, not a morning across four websites.

Free during the beta · No card · Analysis tool, not advice

Proposal CL-0427 · €150,000REAL DATA

In the first quarter 2020 crisis, the client portfolio would have fallen by €32,313 and returned to its starting value in 9 months, versus €19,960 for the All Weather benchmark, recovered in 1 month.

20%10%0%-10%-20%startend of window
Client portfolioBenchmark All Weather

Historical simulation on real, reconstructed or simulated series as labelled: it does not predict future returns. Figures as of 2026-10-28.

European UCITS ETFs only

Data source stated on every chart

Clients as codes, never names

Works with your AI

THE TIME YOU SAVE

Ten minutes instead of a morning across four websites.

Today a well-built ETF portfolio passes through justETF, a couple of data providers, a spreadsheet and a document for the client. Danimoth puts everything in the same place.

WITHOUT DANIMOTH

Searching and comparing ETFs on justETF40 min
Downloading historical series from several providers30 min
Backtesting the crises in Excel or scripts60 min
Laying out the report for the client45 min
Estimated total≈ 3 hours

WITH DANIMOTH

Balanced, €150,000, 10 years, low-cost ETFs
Portfolio created in seconds
VWCE · FTSE All-World60%
EUNA · Global Aggregate € Hedged40%

Cost, drawdowns and recovery times for all nine historical crises, ready to hand to the client. Estimated total: about ten minutes.

1 · DESCRIBE

Choose the ETFs or describe the idea

Paste the tickers, write “euro bonds, low cost”, or import your AI's answer.

2 · MEASURE

See everything in euros, not in codes

Annual cost, fall in a difficult year, historical crises and what is really inside the ETFs. VaR and CVaR stay there for those who want them.

3 · DELIVER

A one-page summary

A PDF or a protected link for the client, or your personal plan with alerts only when action is needed.

TRY IT WITHOUT SIGNING UP

How much would you have lost? Pick an amount.

Six crises from 2000 to today, in euros and in months to get back to the starting value. Where an ETF did not exist yet we use the underlying index or a simulated series, and we say so.

EXAMPLE PORTFOLIO · 60% VWCE · 40% AGGH

How much you invest

Dot-com bubble

SIMULATED

2000 – 2002

−€21,950

Not back to the starting value within the crisis window

Financial crisis

SIMULATED

2007 – 2009

−€18,750

Not back to the starting value within the crisis window

Sovereign debt

SIMULATED

2010 – 2012

−€19,950

Not back to the starting value within the crisis window

COVID

REAL DATA

Jan – Mar 2020

−€10,750

Back to the starting value in 9 months

Inflation and rates

REAL DATA

2022

−€7,050

Back to the starting value in 16 months

Tariffs 2025

REAL DATA

Mar – Apr 2025

−€6,350

Back to the starting value in 5 months

Retrospective simulation of the example allocation on historical and reconstructed series, figures as of 28 Oct 2026: it does not predict future returns. In the app you run the same test on your own ETFs.

WHAT IS REALLY INSIDE

Three ETFs can be the same ETF.

Add an MSCI World, an S&P 500 and a Nasdaq and you think you have diversified. Danimoth opens the ETFs and shows the real exposure by region, currency and sector: the feature advisors asked us for first.

Worked example · equal weightsIWDAVWCECSPXEQQQ
United States91%
Europe5%
Japan2%
Emerging markets0%
Other developed2%
Technology sector37%
  • IWDA, VWCE, CSPX and EQQQ hold the same large US companies: in the portfolio they appear two, three, even four times.
  • 91% of the equity part is in the United States (in the MSCI World the US weighs about 72%).
  • Technology weighs 37% of equities: the hidden concentration issuers keep pointing at today.

Illustrative example with equal weights. In the app you use the real weights and also see currencies and asset classes.

CONNECT YOUR AI · MCP + SKILL

Your AI assistant, connected to your portfolio engine.

The same ETF engine behind this dashboard, reachable from the AI you already use. Connect from your terminal with three commands, or add Danimoth as a connector in your AI app.

FROM YOUR TERMINAL

Add the MCP server

claude mcp add --transport http danimoth https://api.danimoth.com/mcp

Sign in

muse mcp login danimoth

Install the skill

npx skills add RobertoDorata/Danimoth-skills --skill danimoth -y

No credentials, no token to paste: signing in happens in your browser (OAuth), and your agent never submits orders.

FROM YOUR AI APP · DESKTOP OR WEB

No terminal? Add Danimoth as a connector.

Paste the Danimoth MCP address into your app, then sign in with your Danimoth account in the browser. No token to paste, no header to set.

https://api.danimoth.com/mcp

ChatGPT

Settings → Apps. Create a custom MCP app, paste the address above, and choose OAuth. ChatGPT opens the Danimoth sign-in in your browser.

Claude

Customize → Connectors → Add custom connector. Paste the address above, then sign in to Danimoth when the browser opens.

Codex

Settings → Plugins → MCPs. Add a Streamable HTTP server, paste the address above, and sign in when the browser opens.

The app opens the Danimoth sign-in in your browser (OAuth). Your AI can search ETFs and propose portfolios; it never submits orders.

WHO IT’S FOR

The same engine, two ways to use it.

Who invests for themselves starts from five questions and gets everything ready. The advisor works per client, with codes instead of names, alongside the tools already in use.

I INVEST FOR MYSELF

Understand what you hold, without becoming an analyst.

  • Five questions to gauge your level: plain explanations if you start from zero, every control if you are expert
  • Portfolio, savings plan and crisis tests built automatically
  • What is inside your ETFs: regions, currencies, technology
  • Tax and cost estimates in euros
  • One alert only when the portfolio drifts from the plan
  • Connection with your AI for a second opinion

Create my portfolio

I LOOK AFTER CLIENTS

More clients looked after, fewer hours of preparation.

  • Import the client's statement (CSV or your software's export): no double entry
  • Before and after: costs, falls and expected value of the current portfolio against the proposal
  • Historical crises in euros, with reconstructed data declared
  • One-page client summary, as a PDF or a protected link
  • Monitoring with three states: on track, to watch, to act
  • Sits alongside the platform or software you already use, it does not replace it

Try it with one of your clients

Privacy by construction

Clients are codes (CL-0427). Names, tax codes and documents stay with you.

Declared data

Every chart states its source and when a series is reconstructed from an index.

Analysis, not advice

Danimoth does not recommend and does not execute orders. Profiling and reporting stay yours.

Built in Europe

European UCITS ETFs only, Italian taxes estimated, interface in Italian and English.

FREQUENT QUESTIONS

Before you start.

Does Danimoth give me investment advice?

No. Danimoth is an analysis tool: it measures, simulates and explains in euros. Profiling, the recommendation and the final decision stay with the advisor.

Which AIs does the connection work with?

Any MCP-compatible client: Claude Code, Codex, Cursor, ChatGPT with a custom connector, or your own agent. The three commands above are enough.

Can the AI modify my portfolio or place orders?

No. The tools never submit orders and never move money. The only tool that writes, saving a client profile, runs only after the advisor confirms the exact profile.

I am an advisor: do I have to abandon my software?

No. Danimoth sits alongside what you already use: import a CSV or an export, and take back a one-page summary for the client.

What happens to my clients' data?

Clients live in Danimoth as codes, not names. Profiles are scoped to your signed-in account, and backend errors never expose tokens or client data.

Where does the ETF data come from?

From the European UCITS catalogue Danimoth maintains. Every chart states its source, and reconstructed or simulated stretches are labelled as such.

Your first portfolio stress-tested, in ten minutes.

Danimoth is an analysis tool and does not provide investment advice. Simulations on historical data do not indicate future results.