antevo.ch

What the Antevo Executive connector exposes.

The Antevo Executive Brief — today's editorial read on markets and world events: the hero takeaway, the regime, the themes that matter, key risks and a market snapshot.

The archive of past Executive Briefs, newest first — each with its date, title, subtitle and hero line.

One dated Executive Brief in full (YYYY-MM-DD) — the permanent record of what was published that day.

The longer-form desk read for today — analysis and research notes.

Where markets stand right now — indices, FX, commodities, crypto.

Major indices with recent history — use days_back (1.

Geopolitical events over a look-back window (days_back 1.

The risk radar — what the Antevo Executive Brief judges could go wrong from here, each with its trend, impact, probability and why it matters, plus the regime it sits in and the indicators that would confirm or kill it.

Every risk radar the brief published over recent weeks, in one call — each dated board with its regime and its risks, oldest first.

The forward calendar — dated events the Executive Brief is watching (data prints, decisions, deadlines), each with the signal to read from it and its category.

Find a macro-economic series by name or country — CPI, policy and market interest rates, equity indices, house prices, industrial production, commodities.

What the Antevo desk writes on beyond the daily brief — shipping, aviation, yachts, energy, infrastructure, real estate, commodities, geopolitics, AI and technology, energy transition, demographics, generational wealth, succession planning, art.

One macro series by ticker, newest first, with the date of its most recent observation stated on the response.

One coverage area's note in full — for example real-assets-shipping or real-assets-aviation.

Screen a brand name against the live trademark registers.

Which Nice classes a business like this files in.

Filing activity in a Nice class — volume by month and the busiest filers.

Who a holder is and how they file — the read on an adversary.

How long you have to oppose a filing in a given trademark office, and from when.

What the household is worth, at the width you ask for: scope='estate' (default) is AUM plus real assets minus liabilities; 'aum' is investable securities and cash only; 'allocation' breaks that book down by asset class.

How much of the book sits behind a country (ISO-2) or a TRBC sector, with the positions behind it.

The households this user belongs to, with their ids.

Positions for a household, paginated, sorted by market value.

Accounts and custody for the household.

Risk for the household, or for one portfolio.

Drift of a portfolio versus its target allocation.

Credit facilities — balances, limits, rates, maturities, covenants, collateral.

One credit facility in full, including covenant headroom and pledged collateral.

Real assets — property, vessels, aircraft, art and collections.

One real asset in detail.

Real-asset economics — income, costs, net cashflow and net yield.

Today's read on markets.

Market data for the user's watchlist, with signals where available.

Published video, audio and research notes — the desk's catalogue.

Find alt-asset indices by brand or keyword (wine, watches, art, cars).

Recent auction-realised and list-price events over a look-back window.

Recent alt-asset trade signals over a look-back window (days_back).

Cross-asset correlations by effect type.

Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.

Technical analysis for any instrument — signal consensus, regime, or a full backtest.

Catalogue of geopolitical map layers you can request.

Global geopolitical intelligence layers over a look-back window.

Per-country geopolitical drilldown (ISO-2).

The household's tracked instruments with price, momentum, signal and volatility.

Financial goals — target vs current funding, progress, gap and status.

The household's daily briefing — what matters today.

Unread alerts for the household.

Open compliance/policy breaches.

Drift snapshot across the household's portfolios.

Upcoming dividends, earnings and macro events that touch the book.

Household entities — people and structures.

One household entity in detail.

Document metadata in the household vault.

Metadata for one document.

What this Antevo Wealth connector exposes — the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, today, family, documents) behind a single connection.

Every crypto pair Antevo prices, each with its latest reference price and 1-day change.

The latest Antevo reference price for one pair, e.

Daily Antevo reference bars (open, high, low, close) for one pair, oldest first.

Technical signals on the Antevo reference price for one pair: moving averages, MACD, RSI, Bollinger and ATR readings, each with a BUY/SELL/NEUTRAL vote, and the overall tally.

Firm-wide succession urgency scan — identifies clients with incomplete succession planning (EAM).

Generate a full meeting brief for a client — 11 sections covering portfolio, compliance, macro, relationship health, next best conversation.

List documents for a household.

Get document metadata, ACLs, and share links for a specific document.

List EAM clients for a firm.

Get full client dossier — profile, entities, AUM, review status, team assignments.

Get compliance reviews due for a client, or all clients if client_id omitted.

Get assigned team members for an EAM client.

Create a new EAM client/prospect.

Update an EAM client record.

Convert a prospect to active client status.

Record that this client's review is done, and schedule the next one.

Assign a team member to an EAM client.

Get financial goals for a client — retirement, education, property, etc.

Create a financial goal.

Update goal progress.

Soft-delete a document (sets status to DELETED).

Create a shareable link for a document.

Initialize a document record.

Update document metadata — description, category, or tags (comma-separated).

Trigger OCR / data extraction from a document.

List email messages for an EAM firm with AI analysis.

Get full email with AI analysis — sentiment, summary, topics, compliance flags, suggested action.

Link an email message to an EAM client record.