Every feature designed around one problem: scattered holdings
AfrUnitedAi brings statements, trade confirmations, and custodial accounts from across exchanges into a single, legible view — built specifically for parents managing wealth on behalf of their children.
A complete picture, organized the way families actually think
From account aggregation to tax-season exports, each feature below solves a specific friction point in managing custodial and multi-exchange portfolios.
Unified Account Aggregation
Connect custodial, brokerage, and exchange accounts into one consolidated ledger. No more logging into five platforms to understand what your family actually owns.
Cross-Exchange Reconciliation
Holdings reported in different formats and currencies are reconciled automatically, so totals match what's actually in each account — not an approximation.
Real-Time Position Tracking
See balances, allocations, and performance as they change, rather than waiting for a quarterly statement to understand where things stand.
Custodial Account Organization
Keep each child's accounts clearly separated and labeled, even when they span multiple exchanges, so nothing gets mixed up at a glance.
Allocation & Drift Reports
Understand how each account's asset mix compares to your original plan, and spot drift before it becomes a bigger rebalancing job.
Exportable Summaries
Generate clean, shareable summaries for advisors, co-parents, or your own records — formatted consistently regardless of the source exchange.
Illustrative view — actual layout may vary by account configuration.
One login instead of five
- No more manual tallying Balances from every connected exchange are pulled together automatically, removing the need for spreadsheets or side-by-side browser tabs.
- Fewer costly oversights When accounts are scattered, it's easy to lose track of a dormant account or a drifting allocation. A single view makes that far less likely.
- Easier handoffs Whether it's a co-parent, a financial advisor, or the child inheriting the account later, a consolidated record is easier to explain and transfer.
From scattered statements to one organized view
Connect Accounts
Link custodial and brokerage accounts across exchanges using read-only access — no trading permissions are ever required.
Review the Consolidated View
Holdings, cash, and allocations are reconciled and displayed together, labeled clearly by account and child.
Track, Export, Share
Monitor drift over time and export clean summaries whenever you need to share a snapshot with an advisor or co-parent.
Read-only by design
AfrUnitedAi is built to view and organize account data — not to place trades or move funds. Connections are established using read-only permissions wherever the exchange supports it, so your existing account controls and custodial protections remain exactly as they are.
Account connection options vary by exchange. Where a fully read-only connection isn't available, AfrUnitedAi will indicate what level of access is required before you link an account.
See your family's full portfolio in one place
Connect your first account and get a consolidated view within minutes.
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