Multi-exchange decision intelligence
Patrimoire consolidates your positions from multiple exchanges into a single dashboard, then applies predictive models to prioritize the decisions that really matter, without constant manual monitoring.
Positions, exposures and risk signals on one screen, updated continuously — no matter which country you're connecting from.
Connectivity
The dispersion of accounts across several exchanges increases the supervision time and the risk of reading errors. Patrimoire standardizes these heterogeneous flows into a common data structure, viewable from a single access point.
Predictive engine
The engine continuously analyzes volatility, liquidity and correlations between assets across all connected accounts. It does not generate automatic orders: it produces a structured reading of the risks, classified by priority of attention, which the operator remains responsible for executing.
Operational impact
Successive connection to each platform, isolated reading of positions, manual cross-checking of histories before any decision.
Consolidated reading of exposures on a single screen, with risk signals already prioritized when opening the dashboard.
Connections to platforms are made via read-only API keys: Patrimoire consults market and portfolio data, but never holds the funds or withdrawal rights.
Supervision provided from any workplace, without a dedicated trading room or dual connection.
Methodology
Linking exchanges via read-only API keys, without funds transfer or execution rights.
Harmonization of formats and units between platforms to allow comparable reading.
Application of risk models to all consolidated positions and market flows.
Classification of signals by priority, displayed in the dashboard without automatic triggering.
Access keys are encrypted at rest and in transit. Each integration is limited to the rights strictly necessary for reading the data, revocable at any time from the source platform.
Frequently asked questions
Feeds are continuously updated from connected marketplace APIs. The restitution time mainly depends on the latency specific to each exchange, which Patrimoire cannot reduce beyond what the source platform allows.
No. The engine produces prioritized risk signals, but execution remains entirely under the control of the operator. No transaction is triggered without explicit action on your part.
Connections use read permissions exclusively. Withdrawal or transfer rights are neither requested nor required for the operation of the dashboard.
The last synced data remains displayed with a freshness indicator, so the absence of real-time feeds is visible rather than hidden.
Question specific to your configuration? Contact the technical team.
Implementation
Patrimoire is aimed at operators managing several exchange accounts in parallel, from a mobile workstation. The installation is done by progressive connection of the platforms, without interruption of existing positions.
