Start a project
PTENES
Markets · illustrative3
  • IBOVESPA 131,482 pts ▲ 0.84%
  • S&P 500 5,912 pts ▲ 0.31%
  • NASDAQ 19,104 pts ▼ 0.42%
  • SELIC 10.75% p.a. — flat
  • CDI 10.65% p.a. — flat
  • IPCA 12M 4.32% ▼ 0.11 p.p.
  • TOTAL ASSETShidden value
Luminee — Project report Private access 2026 · p. 01

Investment holding company

BMO
Holdings

fig. 1 — client’s logo

BMO Holdings is an investment holding company. Its management system is for the partners only: each one signs in with their own login, records their contributions and sees how much of the company is theirs.

It also shows where the money is invested and has a dashboard with quotes, Central Bank rates and news.

Client
BMO Holdings
Year
2026
Access
Partners only
Total assets1
hidden value

1 Money amounts are hidden throughout this page.

01

Partner management

p. 02

The company’s contributions, investments and withdrawals, and each partner’s share.

  1. 1.1

    Contributions

    Amount, date, type (monthly or extra) and the receipt. It stays pending until the administrator confirms it.

  2. 1.2

    Investments

    Each investment with its category, maturity date and return.

  3. 1.3

    Withdrawals

    Profits to allocate, losses and payouts owed to each partner.

  4. 1.4

    Each partner’s share

    Each partner’s percentage, based on confirmed contributions.

  5. 1.5

    Reports

    Overall balance sheet and a statement per partner, ready to print.

  6. 1.6

    History

    Every transaction and how the total assets have changed.

Partners and shares screen: each partner’s stake, transaction history and reports, with values hidden
Partner dashboard on a phone: a 27.8% stake and recent transactions, with values hidden
fig. 2 — partners and shares, on a computer and a phone

1.5 · Printed report

Partner statement

BMO Holdings Q3 2026 Fictional names and figures

Share of the company2

100% 4 partners
PartnerContrib.Share
Partner A 41 31.4%
Partner Byou 36 27.8%
Partner C 29 22.5%
Partner D 22 18.3%

Transactions3

  1. Oct 10 Monthly contribution Pending hidden value
  2. Oct 6 Monthly contribution Confirmed hidden value
  3. Oct 3 Investment · Inflation-linked bond 2035 Invested hidden value
  4. Sep 30 Withdrawal · Floating-rate CD +6.8% for the period hidden value
  5. Sep 30 Reinvestment · CD profit Confirmed hidden value
  6. Sep 5 Extra contribution Confirmed hidden value
  7. Aug 28 Investment · Logistics REIT Invested hidden value
Quarter total 7 transactions hidden value

2 Partner’s share = partner’s confirmed contributions ÷ total assets.

3 Values hidden. In the system, each partner sees their own figures.

— 02 —
02

Market dashboard

p. 03

Today’s market, inside the system and only for people with a login.

  1. 2.1

    Quotes

    Ibovespa, S&P 500, Nasdaq, currencies and crypto, with charts. Each partner keeps their own favorites.

  2. 2.2

    Central Bank rates

    Selic and CDI, pulled straight from Brazil’s Central Bank.

  3. 2.3

    News by topic

    15 topics, with a filter:

    • Markets & Economy
    • Stocks
    • Crypto
    • Technology
    • AI
    • Energy
    • Agribusiness
    • Pharma & Health
    • Space
    • Sports
    • Real estate & REITs
    • International
    • Commodities & Mining
    • Banks & Fintechs
    • Retail & Consumer
News by topic · 15
Table 1 — today’s market412/10/2026 · 09:40
IndicatorSourceLastChange30 days
Ibovespa B3 131,482 pts ▲ +0.84%
S&P 500 NYSE 5,912 pts ▲ +0.31%
Nasdaq Nasdaq 19,104 pts ▼ −0.42%
Selic Banco Central 10.75% p.a. — flat
CDI Banco Central 10.65% p.a. — flat
Markets on a phone: Ibovespa, S&P 500, Selic, inflation and news
Market screen: index and rate quotes, news filtered by topic, favorites and economic calendar
fig. 3 — markets, on a computer and a phone

4 Illustrative indexes and rates.

03

And more

p. 04

Contents

  1. 3.1

    Works on phones

    04

    Opens in the browser and can be added to the phone’s home screen.

  2. 3.2

    Email alerts

    05

    A reminder for the month’s contribution and a notice when an investment is close to maturity.

  3. 3.3

    Backups

    06

    One copy of the database per day; the most recent ones are kept.

  4. 3.4

    Activity log

    07

    Who did what in the system, and when.

  5. 3.5

    Per-partner access

    08

    Each partner has their own login. A receipt only opens for whoever sent it and for the administrator.

  6. 3.6

    Data export

    09

    A spreadsheet with contributions and investments, for the accountant.

Project sheet

Client
BMO Holdings
Sector
Investment holding company
Year
2026
Access
Partners only
Parts
Partner managementMarket dashboardAnd more

Private system: illustrative screens with fictional data.

End of reportp. 10