InvestOS · Investment Infrastructure
Investment engine for programmatic asset management
CDB, LCI/LCA, investment funds, digital custody, real-time yield calculation and automatic portfolio rebalancing. Complete investment infrastructure — all via API.
Portfolio+12.4% a.a.
R$4.872.310,55
CDB 120% CDI
45%R$ 2.192.539
LCI IPCA+6%
30%R$ 1.461.693
Fund Multimarket
25%R$ 1.218.077
Yield SimulatorLive
CDB Pré 14.5%360d14.50%11.96%
LCI IPCA+6%720d~16.2%16.20%
CDB Pós 120% CDI180d~15.6%12.87%
Recent Operations
BuyCDB 120% CDI
R$ 500.000RedemptionLCI IPCA+6%
R$ 150.000RebalancePortfolio
3 ops8+
Product types
D+0
Settlement
Real-time
Yield calculation
MtM
Mark-to-market
CVM
Regulatory reporting
Multi-asset
Custody
Investment building blocks for any wealth product
Products & Issuance
CDBPre/post-fixed, IPCA+
LCI / LCATax-exempt
Investment FundsMulti-strategy
Government BondsTreasury Direct
Portfolio & Management
Portfolio ManagementProgrammatic
Yield CalculationReal-time
Auto RebalancingRule-based
SettlementD+0 / D+1
Custody & Compliance
Digital CustodyIntegrated
Mark-to-MarketDaily MtM
Regulatory ReportingCVM / ANBIMA
Audit TrailImmutable operations
From order to custody — fully programmatic
InvestOS handles the complete investment lifecycle: product creation, order execution, yield calculation, portfolio management, custody, and regulatory reporting — all via API with real-time processing.
Your PlatformInvestment apps
Wealth AppHome BrokerRobo AdvisorBanking AppAPI
InvestOS
Portfolio + CustodyProducts
CDB, LCI, Funds
Portfolio
Management
Custody
Digital + MtM
Reporting
CVM / ANBIMA
Market InfrastructureB3 · CETIP · SELIC
B3
CETIP
SELIC
CVM
ANBIMA
Full investment stack, one API
From product creation to tax reporting — every investment operation accessible via REST endpoints.
Create investment products
Issue CDB, LCI/LCA, and configure fund products with custom terms and rates.
Products — Request
1curl https://api.revenu.com/invest/products \2-u:prod_key \3-d type='cdb' \4-d rate='120_pct_cdi' \5-d term_days=360▌
Response — 200 OK
{
"id": "prd_3xMn8kR5",
"type": "cdb",
"rate": "120% CDI",
"term": 360,
"min_amount": 1000,
"status": "active"
}▌
Everything you need, nothing you don't
Products
CDB / RDB
Pre-fixed, post-fixed (CDI%), and IPCA+. Configurable terms, minimum amounts, and early redemption rules.
LCI / LCA
Tax-exempt fixed income. Real estate and agribusiness credit letters with configurable indexers.
Investment Funds
Fixed income, multimarket, and equity funds. NAV calculation, quota management, and come-cotas.
Multi-currency Assets
USD, EUR, and BRL-denominated products. Automatic FX conversion and hedging support.
Management
Portfolio Analytics
Real-time positions, yield curves, risk metrics, and benchmark comparison via API.
Auto Rebalancing
Define target allocations and trigger automatic rebalancing when drift exceeds thresholds.
Mark-to-Market
Daily MtM with ANBIMA curves. Fair value calculation for all fixed income positions.
Real-time Events
Webhooks for every investment event: order executed, yield updated, maturity, rebalance triggered.
Developer
Full Sandbox
Test product creation, order execution, and portfolio queries in production-identical environment.
Yield Simulator
Simulate yields for any product, term, and rate combination. Compare gross vs net returns.
Tax Engine
Automatic IOF and IR calculation based on term and product type. Generates annual tax reports.
Native SDKs
Go, Node.js, Python, and Java. Pre-built components for investment dashboards.
Why InvestOS over legacy custody?
Legacy
InvestOS
Product creation
Manual back-office
Instant via API
Yield calculation
Daily batch
Real-time
Portfolio view
Static reports
Live API + webhooks
Rebalancing
Manual orders
Automatic rule-based
Tax reports
Annual spreadsheet
Real-time tax engine
Settlement
D+2 / D+3
D+0 / D+1
Case Study
“InvestOS allowed us to launch a complete investment platform in 6 weeks. CDB, LCI, and funds — all with real-time yield and automatic tax calculation. Our AUM grew 340% in the first year.”
CPO, Wealth Epsilon
340%
AUM growth Y1
6
Weeks to launch
D+0
Settlement
Try InvestOS now
Create investment products, execute orders, query portfolios, and simulate yields — all in a production-identical sandbox.
Free sandboxNo credit cardSample products pre-loaded
Sandbox
Access the sandbox
Test credentials in minutes.
Free sandbox environment · No credit card
Regulated from day one
BACEN
ISO 27001
PCI DSS v4.0
LGPD
MED 2.0
ISO 20022
Start building today
Direct access to complete banking infrastructure: accounts, cards, payments and capital. Build your financial products on your terms, without unnecessary intermediaries.