Frêne Patrimat — unified dashboard viewable on the go

Business intelligence on the move

Frêne Patrimat's unified dashboard aggregates your positions across multiple exchanges into a single, coherent view. Predictive AI analyzes market correlations continuously, whether you are connected from a fixed office or from an airport between flights.

You maintain a clear reading of your risk exposure, without multiplying navigation windows or reference time zones.

Dashboard overview: consolidated asset valuation, volatility alerts by exchange and recommendations from the predictive engine, updated at short intervals and viewable from a mobile.
About Frêne Patrimat

A platform designed for analysis, not for spectacle

Frêne Patrimat designs decision support tools for investors who manage positions on several markets and who do not always occupy the same time zone. The platform does not promise performance: it organizes the available information so that the decision remains rational, even on the move.

The engineering work focuses on three specific points: the reliable consolidation of heterogeneous data, the readability of the risk at any time, and the possibility of understanding why a recommendation was generated, rather than simply receiving it.

Frêne Patrimat — analysis team and work environment for the decision platform
Multi-exchange

Multi-Source Flow Aggregation

Each exchange exposes its data with its own formats, its own deadlines and its own occasional inconsistencies. Frêne Patrimat bridges these sources and returns a single flow, adjusted for risk, on which the entire dashboard is based.

One flow, multiple origins

API connections are maintained in parallel for each exchange linked to your account. The raw data is time-stamped, normalized, then cross-checked before being presented, so that an anomaly on a single source does not distort the overall reading.

  • Reduced latency — direct connection to exchange APIs, without additional intermediary between the source data and its display.
  • Data correlation — Price or volume differences between markets are reported as soon as they exceed a threshold defined by your risk profile.
  • Temporal consistency — each data point is reconciled with a unique time frame, regardless of your connection zone.
Exchange A
Exchange B
Exchange C
Unified flow

Simplified representation of aggregation: individual flows are cross-referenced then restored in the form of a unified flow, weighted by risk.

Methodology

Ash Predictive Engine: a transparent method

The engine does not attempt to predict a course with certainty. It combines multiple signals to estimate a scenario probability, and documents the reasoning behind each recommendation.

1

Sentiment analysis

News feeds and trading volumes are processed to estimate an underlying trend, distinct from short-term market noise.

2

Real-time backtesting

Each generated scenario is continuously compared with comparable historical data, in order to verify its consistency before display.

3

Algorithmic risk adjustment

Recommendations are weighted according to your existing exposure, and not generated in isolation on an exchange-by-exchange basis.

Risk management: no recommendation is presented without an indication of the associated level of uncertainty. The goal is to reduce decisions made on partial information, not to guarantee an outcome.

Use cases

A typical day between two time zones

The following scenario illustrates common usage for a profile that frequently changes login location.

  1. Wake up, new time zoneThe dashboard already displays the night's summary: notable movements, correlation deviations, no action required if nothing exceeds your thresholds.
  2. Smart AlertsA notification is only sent if an event exceeds the threshold you set, to limit interruptions while traveling.
  3. Monitored automationAutomatic adjustments remain limited to the scope that you have validated in advance; nothing is executed outside this framework without confirmation.
  4. Resumption at the end of the dayYou will find a clear log of decisions taken or proposed, viewable from your mobile device, without manual reconstruction of positions.

Mobile consultation

The mobile interface uses the same information hierarchy as the desktop version: consolidated summary, alerts classified by priority, then detail by exchange. No tracking functionality is reserved exclusively for one screen format.

Automation remains supervised: you can suspend a rule from the mobile as easily as from a landline.

Transparency Protocol

Trust is built by method, not by promise

Rather than relying on testimonials, Frêne Patrimat documents its operation so that you can evaluate the reliability of the platform on verifiable criteria.

Audit process

Each generated recommendation keeps a history of the data used for its calculation, which can be consulted at any time from your account activity log.

Security and access

Connected API keys are encrypted and configured as read-only. The platform does not at any time have the capacity to move your funds on linked exchanges.

Data Privacy

Account data is not resold or shared with third parties for commercial purposes. They are used exclusively to produce your analyses.

Offers

Pricing aligned with the volume processed

The tiers below are distinguished by the number of exchanges connected simultaneously and the volume of data processed, rather than artificial feature levels.

Explorer

To test multi-exchange aggregation on a restricted scope.

  • Up to 2 exchanges connected
  • Feed refresh at standard interval
  • Access to the recommendations log
  • Basic smart alerts
Choose Explorer

Detailed price list communicated during the demonstration.

Strategist

For active monitoring on several markets in parallel.

  • Up to 6 exchanges connected
  • Accelerated updating of the consolidated flow
  • Algorithmic risk adjustment enabled
  • Monitored automation, custom thresholds
Choose Strategist

Detailed price list communicated during the demonstration.

Institutional

For large data volumes and number of exchanges.

  • Extended connected exchanges, depending on scope
  • Custom-sized processed data volume
  • Exportable audit log
  • Support for implementation
Contact the team

Conditions established after discussion with the technical team.

Get a head start on the market

The initial configuration is done in less than five minutes: connection of read-only access, choice of alert thresholds, then reading of the first consolidated flow.