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Private access with manual approval

From the brokerage note to the decision, without losing the thread.

Connect every brokerage note to your portfolio so positions, allocation, and tax records tell the same story.

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Traceable records
Keep trades, allocations, and resulting transactions connected.
Visible reconciliation
Compare the brokerage note with the values calculated by TrunetVest.
Monthly IRPF review
Review taxable operations, balances, and DARF amounts month by month.
TrunetVest dashboard showing portfolio value, performance, allocation, and the rebalancing queue.
One portfolio state, from current value to operational queues.

Every number finds its source.

A Nota de Corretagem is the starting point. TrunetVest keeps its trades, fees, allocations, and generated transactions together so differences stay visible.

Source
Original brokerage-note values
Review
Trades, fees, tickers, and wallet allocation
Result
Reconciled transactions with a visible history
Brokerage-note detail showing its header, financial summary, executed trades, and wallet allocations.
A real processed brokerage note in the TrunetVest review flow.

Position, allocation, and tax in one flow.

Your investment history feeds the views you use to understand the portfolio and review monthly IRPF records.

  • Consolidated wallets
  • Positions and performance
  • Multiple currencies
  • Stocks, funds, and fixed income
  • Corporate actions
  • Allocation and rebalancing
  • Monthly IRPF and DARF
Monthly IRPF screen showing report periods, tax status, taxable gain, withholding, and DARF amount.
Monthly tax review grounded in the same transaction history.

Built for records you need to check.

TrunetVest favors reviewable state over decorative summaries. Important workflow states stay named, visible, and connected to their source data.

Scan before editing
Understand the current state before changing a record.
Brazilian domain language
Nota de Corretagem, IRPF, DARF, B3, and CVM terminology stays recognizable.
Review states that explain themselves
Pending matches, allocations, warnings, and generated transactions remain explicit.

Questions before you create an account.

A direct overview of TrunetVest and its manual access review.

Who is TrunetVest for?

Individual investors who want a detailed, reviewable record of wallets, assets, transactions, allocation, and Brazilian investment workflows.

Which investments can I organize?

The current product covers stocks, listed and unlisted funds, fixed income, COE instruments, cash positions, and assets held in multiple currencies.

How do brokerage notes become transactions?

TrunetVest parses each Nota de Corretagem, helps match its securities and allocate trades to wallets, then generates transactions after review.

How does access approval work?

Create your account first. Our team reviews it manually, then emails you a secure confirmation link. Dashboard access starts after you confirm your email.

Create your account.

Access is reviewed by our team before email verification and sign-in.

Create account

  1. Create your account

    Choose your username, email, and password in the secure signup form.

  2. Manual review

    Our team reviews new accounts before activating access.

  3. Confirm your email

    Use the secure link we send after approval, then sign in to your dashboard.