Barrier Reverse Convertibles, at ease.
Pecugate is the professional software for private investors in structured products. Every BRC at a glance, live prices, barrier alerts and AI briefings — on Mac, iPhone and in the browser.
On the go: just check. Manage on Mac.
The iPhone companion brings the essentials to your lock screen: portfolio overview, barrier warnings, coupon receipts — read-only, with a sync button for current prices.
Everything you need. Nothing you don't.
Pecugate is built for one user: you. No client onboarding, no advisory modules, no hidden fees — just a clear view of your BRC portfolio.
BRC dashboard
Every Barrier Reverse Convertible at a glance — investment, coupon, distance to barrier, sync status per row. Dense table, sortable, filterable.
Email alerts
Email notification the moment an underlying touches the barrier — platform-independent, straight to your inbox. Near-barrier warnings at a configurable threshold.
Coupon calendar
Upcoming and past coupon payments, grouped by month. Confirm receipts with one tap — totals per currency update automatically.
Issuer risk
Donut chart of capital allocation across issuers. Concentration score and touched marker per issuer make cluster risk visible immediately.
AI term-sheet import
Drop a PDF, get a BRC. Pecugate reads the term sheet via OpenAI and creates valor, issuer, barrier, underlyings and coupon schedule in seconds.
AI news briefing
Artificial intelligence with web search scans daily news on your stocks and issuers — formatted, filtered, tied back to your portfolio.
Share your portfolio — read-only
Give financial advisors, family members or your accountant selective access to your portfolio — read-only, revocable at any moment, with audit log and granular per-person permissions.
Three steps. That's all.
Upload term sheet
Drag a PDF into the app. The AI extracts valor, issuer, barrier, coupon schedule and underlyings in one go and creates the BRC.
Refresh quotes
Yahoo Finance delivers current spot prices in one click. Barrier breaches are detected automatically and recorded with a date.
Daily overview
Manage on Mac, check on iPhone wherever you are. Alerts on every touched event. Confirm coupon receipts with one tap.
Built by investors, for investors.
Pecugate was born in 2026 because no existing software did what a private investor in structured products actually needs: dense overview, clear status when barriers break, automated term-sheet import, and calm in the workflow.
We're not a bank, not a wealth manager, not a VC-backed startup. We're a small Swiss workshop building a product we use ourselves every day. No tracking, no data resale, no "premium tier with an artificially crippled free version".
The minds behind Pecugate
From the C-suite to engineering, product and customer success — meet the people who keep Pecugate running at its best, every single day.
What looks like a conventional company — complete with a CEO, a head of development, fullstack engineers, a lead product manager and a customer success team — is, in truth, something entirely different: every single one of these roles at Pecugate is fulfilled by Claude.ai.
The faces above represent functions, not people. In a traditional organisation, filling these roles would mean a leadership team, engineering squads, a product org and a support desk — months of hiring, onboarding and overhead. At Pecugate, Claude.ai handles all of it: available around the clock, without sick days, time zones or context loss. It's not a gimmick. It's proof that a focused, AI-native product can deliver the quality of a seasoned team — at a fraction of the cost, and with none of the bureaucracy.
Frequently Asked Questions
Where is my data stored?
Your data is stored and processed exclusively in Microsoft's Azure data centre in Switzerland. Data is not transferred abroad.
How do I cancel my subscription?
Subscriptions are monthly and can be cancelled at any time with no notice period or cancellation fees. There is no minimum commitment.
Which issuers are supported?
Pecugate supports 24 issuers of structured products — including major Swiss and European banks such as UBS, ZKB, Vontobel, Leonteq and others.
Is my financial data shared with third parties?
No. Pecugate does not share personal data or portfolio data with third parties — no data resale, no advertising tracking.
What platforms does Pecugate run on?
Pecugate is available as a native Mac application, an iPhone companion app and as a web version in the browser. All platforms sync automatically.
How does term-sheet import work?
Upload a PDF term sheet. The AI automatically extracts valor, issuer, barrier, underlyings and coupon schedule and creates the BRC in the app — typically in under 10 seconds.
Your portfolio. Clear at a glance.
30-day free trial. No credit card. No email spam.
Start free