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What Skarb is

Skarb does not teach you how to make money. It shows you the truth about your investments: it gathers stocks, ETFs and crypto from every broker and exchange into one picture, counts the real result and lights up mistakes before they get expensive. Skarb only reads: it places no orders and moves no money.

Who it is for

  • Those whose stocks and crypto sit with several brokers and on several exchanges.
  • Those who invest all the time and want the real result, not one app’s figure.
  • Those who trade and want to know whether they beat simply buying and holding.

What it is for

Below is all of Skarb, as on the Ultra plan. What of it Base and Pro have is in the plans table.

Compare the plans

Have everything in one place

Brokers and exchanges connect directly, the rest as CSV: which ones and what is read — below. Stocks, ETFs, crypto and cash in one table, checked against the broker’s own numbers.

Know the real result

Cost by FIFO, the currency rate of the trade’s own day, splits accounted for. Realised and unrealised apart, with dividends, fees and futures funding. Each position’s part in the result, and the income to expect from payouts. Beside it, buying and holding: the same money on the same days in the S&P 500 or bitcoin, and what the timing cost.

See the risks that are easy to miss

The portfolio check names what leans too far — on one paper, one sector, one currency. Correlations show which positions fall together. Stress tests count what a falling market does to the portfolio, by a scenario of your own too. The history of checks shows what changed, and ninety days on, what came of the decisions.

Check a trade before buying

The trade check answers with a traffic light before the purchase: by the asset’s score, its share of the portfolio and the state of the market. On the chart — your own purchases, SMA, RSI and MACD, the ladder of top-ups, the market regime, the ATR channel and divergences.

Taxes and reports

A Ukrainian sole proprietor’s taxes from a bank statement: the single tax, the military levy and the social contribution by quarter, with their deadlines. The year’s summary of the portfolio. Trades and positions export to CSV.

All the information in one place

A company and a coin each have a quality score from 0 to 100 and a signal from −2 to +2, with multiples and margins from SEC filings, insiders’ trades and breakdowns. A screener over the S&P 500 and the market map. A macro panel with the phase of the economy and the Fed’s calendar, the central banks’ balance sheets, bitcoin’s cycle index and on-chain readings, derivatives.

Miss nothing that matters

Price alerts come to Skarb bot — there is no second place to check. A watchlist, an investor’s diary with the price of the day of the entry and reminders, the channel’s analyses with levels and the “Now” block.

Bring the portfolio back to plan

The rebalance plan says what to buy or sell, and how much, to return to the target shares. Position groups are baskets of your own inside the portfolio.

Count, and test yourself

Compound interest, DCA, Monte Carlo and the portfolio’s extrapolation — the same formulas as in the bot. Quizzes and the risk profile.

Work with Skarb from a script and an AI agent

A script sends your own trades by the API on every plan, and from Pro reads the portfolio and scores. From Pro, Claude, ChatGPT, Cursor and other MCP clients connect to Skarb: the agent reads the portfolio, scores and macro. On Ultra it also checks a trade, sets an alert and writes in the diary — within the plan’s limits.

Skarb in an AI agentAPI documentation

Who Skarb connects to directly

Skarb only reads: it places no orders and moves no money.

  • Interactive BrokersA Flex report token. Every night — trades, cash, dividends and corporate actions; on connecting — the four previous years.
  • Freedom24The broker’s report file in JSON: trades, deposits, dividends, tax, fees and currency exchanges.
  • BackpackA read-only key: coins and American shares, spot history, futures.
  • BinanceA read-only key: every wallet, spot history, futures.
  • BingXA read-only key: every wallet, spot history, futures and closed positions.
  • BybitA read-only key: every wallet, spot history, futures and closed positions.
  • WhiteBitA read-only key: every wallet, spot history, futures.
  • Other brokersA CSV or Excel file: columns mapped by hand, a preview before anything is written.
There is no separate sign-up: the first login through Telegram or Google is the registration.Works on a desktop, an iPad and a phone: on a phone the tables become cards.

Prices come from market data providers with a delay, and exchanges outside the US release theirs 15–20 minutes late. Skarb computes its scores, signals and estimates automatically, with no guarantee of accuracy or completeness. They can be wrong, and so can I.

All content reflects the author’s personal opinion and is not financial advice. The author is not responsible for your investment decisions. Any investment involves the risk of partial or total loss of capital.

Made in Ukraine