Spiegel Financial

Middle East Conflict Drags Nasdaq Into a Correction Stocks’ fall sets up Dow industrials for worst month since 2022

Spiegel Fin will be releasing a host of upgrades and enhancements over the next few months. Today we've released the following Advanced Reports & Entity Hierarchy This release introduces powerful Advanced Reports for comprehensive financial analysis and a completely redesigned Entity management system with unlimited nesting levels and visual graph view. Features Advanced ReportsGenerate comprehensive financial reports including Balance Sheets, Personal Financial Statements (PFS), Investment Transactions, Asset Class Performance, and Activity Reports. Export to PDF or Excel for your records. Balance Sheet Report View a complete snapshot of your assets, liabilities, and net worth across all entities. Includes detailed breakdowns by asset class and account type. Personal Financial Statement (PFS) Generate bank-ready Personal Financial Statements for loan applications, showing your complete financial picture in a standardized format. Investment Transactions Report Review all your investment transactions — buys, sells, dividends, and transfers — with filtering by date range, account, and transaction type. Asset Class Performance Report Analyze how each asset class in your portfolio is performing over time. Compare stocks vs bonds vs real estate vs alternatives with detailed metrics.

We have partnered with @awscloud to implement a comprehensive Amazon Bedrock solution. We're taking a comprehensive approach to your managing your assets to a level that has always been limited by the imagination itself. Spiegel Financial

Exciting update at Spiegel Financial! We've added a seamless reminder system, making it effortless to set alerts while navigating your wealth management. A fluid reminder tool is essential for staying on task with your financial goals. 🚀 Try it today! #WealthManagement #FinTech

Document retention & organization is a major headache for high-net-worth individuals—time-consuming and error-prone. With @SpiegelFinancial, just forward an email to your portal: it's auto-ingested, organized, and stored securely. Simpler than Google Docs ever could be. #FinTech #WealthManagement #Familyoffice #FinanceDaily

Blockchain is here to stay. Spiegel Financial provides onchain support across dozens of digital rails. Learn more at spiegel.financial Real time digital assets portfolio management.

Tax season: 1099s, DIVs, K-1s piling up in your inbox. Saving, sorting, chasing missing ones, then sharing with your accountant... it's a royal pain every year. At Spiegel Financial, forward any tax email to your secure vault address. We auto-categorize, store, and let you (or us) grant access to your CPA/advisor. No uploads, no hassle.Simplify this headache. DM us or reply for your vault forward address. #TaxSeason #WealthManagement #PrivateWealth

25 years ago this October, I sold my first company. Built it in business school, dropped out, and sold it. Then the .com bust hit…I bought it back, sparking a wild 25-year ride.

With a portfolio of investment entities, unified visibility across holdings and assets drives quicker decisions and real peace of mind. Learn more at spiegel.financial

Raising capital through your network? Stop emailing PDFs back and forth. It's slow, messy, and you never know if investors have the latest version. A simple document vault solves this—everyone gets secure access to what they need, when they need it. Less friction, faster decisions.

Managing capital calls, monthly & quarterly statements for private equity investments is time-consuming, challenging, and arduous. You might be content with your Google Doc, but it can't compete with a system that automates your entire statement process. Spiegel Financial unifies PE, equities, crypto, real estate in one private portfolio manager—automating tracking and delivering clarity Google Docs can't match. spiegel.financial

On days like these—when markets drop sharply and even "protective" portfolios get crushed—having a clean, aggregated view of your full AUM across public, private, and cash equivalents makes planning possible. Very few tools deliver this across a broad spectrum of asset classes. Spiegel Financial does. Beta now open. spiegel.financial

If you are a high net worth individual that is looking for a solution to aggregate all of your holdings against Crypto Public and Private Equities. Spiegel Financial has the solution for you. The ROI in identifying fees, will pay for itself in the first week.

With Spiegel Financial's portal, aggregate ALL positions across brokers → then let AI analyze your entire portfolio holistically. Big Palantir stake? AI suggests optimized moves: sell puts, buy calls, hedge delta, etc. —options you only see when everything's in one place. True total-portfolio intelligence. 🚀

Think you missed a trade or don't own a stock? You might—indirectly via ETFs/funds. With Spiegel Financial, see your exact effective shares across all holdings, including buried ones. Data impossible to uncover efficiently otherwise.

The more successful you are, the more entities you have. Having a quick snapshot your entities and their assets under management is critical to quick decision making. Spiegel Financial solves many of these exact issues. Learn more at spiegel.financial

HNWI often discover too late that fragmented asset views across brokers hide overlapping risks in public and private holdings. A unified portal uncovers these overlaps by aggregating data seamlessly, turning blind spots into clear oversight.

Wishing you all a belated Happy New Year!!! 2026 is going to be the year of organizing your wealth...

What we make is a testament to who we are..