Aureum Sentinel
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Pricing

Free to start. Upgrade when you need it. Cancel any time.

Every plan through Family Office is self-serve. Institutional starts with a conversation.

Basic

€0

No card required.

For an investor who types in what they own and wants an estimate of what a bad day could cost.

  • Add your holdings manually
  • Roughly how much you could lose on a bad day
  • How far you have fallen from your peak
  • Concentration check for any single holding
  • Refreshed daily
Get started

Recommended

Pro

€24.99 a month

Billed monthly.

For an investor with up to five linked accounts.

  • Up to 5 accounts in one view
  • Prices every 5 minutes or so through the day, instead of once at the close
  • Your loss estimate three ways, each backtested against your own book
  • The worst fall from a peak so far
  • Your worst crisis scenario, shown on the Risk overview
  • Alerts when one holding gets too large or volatility jumps
  • Market news filtered to what you own
  • 2 custom dashboards
Start Pro

Analyst

€59.99 a month

Billed monthly.

For an investor running a larger book who wants to know what is driving the estimate, and for a solo advisor.

  • Everything in Pro
  • Unlimited linked accounts
  • Correlation map: which of your holdings tend to fall together
  • Factor decomposition: the market factors behind the estimate
  • Performance attribution: which holdings moved your returns, and by how much
  • Monte Carlo on your whole book, across preset horizons and stress levels
  • Crisis stress tests on the Stress page: 2008, COVID, rate spike
  • Custom stress tests: your own weights, shocks combined, your own exposures
  • Concentration in depth: sectors, top 10, and how it moved since your last save
  • Up to 20 custom dashboards
Start Analyst

Family Office

€299.99 a month

Billed monthly.

For the small wealth-management team.

  • Everything in Analyst
  • Separate logins for partners and staff, with roles
  • Org-wide risk roll-up across every client and mandate
  • Risk limits, flagged on screen when a loss estimate or a single position crosses the line
  • Tamper-evident "who did what, when" audit trail
  • Branded board-pack and audit reports, under your own name

On the roadmap: logins for family members, breach alerts by email, API access.

Start Family Office

Institutional

Custom

Price upon request.

For funds, RIAs and bank-adjacent firms.

  • Everything in Family Office
  • Monte Carlo Value at Risk with fat-tailed (Student-t) shocks
  • Fixed-income analytics: curves, duration, convexity, spreads
  • European option pricing with the full Greeks
  • Private-markets analytics: IRR, TVPI, PME, J-curve
  • On-premise deployment, set up with you

On the roadmap: counterparty exposure and XVA, ISDA SIMM, Basel FRTB and Solvency II, public and private assets in one book, a local AI assistant, neural VaR.

Talk to us

Prices in euro, excluding VAT where applicable. Term plans are billed upfront for the whole term. Upgrades take effect immediately and are prorated; downgrades take effect at the end of the current period.

Compare plans

Feature
Basic
Pro
Analyst
Family Office
Institutional
Linked accounts
Manual only
Up to 5
Unlimited
Unlimited
Unlimited
Portfolio refresh
Daily
Hourly
Hourly
Hourly
Hourly
Market prices
End-of-day
Live (about 5 min)
Live (about 5 min)
Live (about 5 min)
Live (about 5 min)
Loss estimate (Value at Risk)
One method
Three methods, backtested
Three methods, backtested
Three methods, backtested
Three methods, backtested
Risk and Regime pages
Not included
Stress page
Not included
Not included
Crisis stress library
Not included
Not included
9 plus bespoke
Full deep-dive views
Not included
Custom dashboards
1
2
Up to 20
Up to 20
Up to 20
Concentration by sector, top 10
Not included
Not included
Correlation and diversification
Not included
Not included
Factor decomposition
Not included
Not included
Performance attribution
Not included
Not included
Custom stress tests and simulations
Not included
Not included
Advanced return metrics
Not included
Not included
API access
Not included
Not included
Not included
Roadmap
Roadmap
Multi-user and team seats
Not included
Not included
Not included
Enterprise SSO
White-label and branded reports
Not included
Not included
Not included
Compliance and audit trail
Not included
Not included
Not included
Tamper-evident
Tamper-evident, plus regulatory checks
Mandate risk limits, flagged on screen
Not included
Not included
Not included
Fixed income and derivatives pricing
Not included
Not included
Not included
Not included
On-premise deployment
Not included
Not included
Not included
Not included
Email support
Included
Included
Included
Included
Included

Common questions

Can I switch tiers later?

Yes. Upgrade any time from your account settings; upgrades take effect immediately and prorate automatically. Downgrades take effect at the end of your current billing period.

Is my data safe?

Holdings are encrypted while stored (AES-256-GCM) and while travelling to your screen (TLS). Brokerage connections are read-only and run through regulated connection services (Tink in the EU and UK, SnapTrade in the US and Canada), so your brokerage credentials do not touch our servers. You can export your data or permanently delete your account at any time.

Am I covered under GDPR?

Yes. You can download a JSON export of everything we hold about you (Article 15) from Settings, and delete your account permanently (Article 17) with a 30-day grace period before your data is purged. Cookie consent is manageable at any time. See our privacy policy for the data-protection contact.

Which brokerages are supported?

Brokerage links run through SnapTrade, which covers more than 30 brokerages. In seven EU and UK markets you can connect banks and brokers through Tink instead. Linked accounts are available from Pro; Basic tracks manual holdings, which work on every tier.

How is this different from Sharesight or Snowball Analytics?

Sharesight and Snowball are excellent for tracking returns and tax. Sentinel is built for risk: what you could lose, what is driving it, and what a crisis would do (Value at Risk, factor exposure, stress tests, Monte Carlo). Different problem; we do not try to replace them on portfolio bookkeeping.

How do I pay?

Subscriptions are billed through Stripe on the web. Sign up and subscribe at sentinel.aureumfrontiers.com, then sign in from any device.

Is Aureum a regulated financial entity?

No. We are an analytics tool: we do not provide investment advice, do not execute trades and do not custody assets. Your brokerage relationships stay where they are. Tink and SnapTrade, our connectors, are regulated aggregators.

Not sure which tier? Start with Basic.

You can upgrade later when you hit a feature you need.

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