Frequently asked questions
Answers to the questions we hear most often from investors setting up Zocalo Patrimorio. If something isn't covered here, reach out through our contact page.
What exactly does Zocalo Patrimorio do?
Zocalo Patrimorio brings together AI-driven data analysis and risk monitoring into a single workspace, so you can review positions, flag anomalies, and track exposure without needing to be at a fixed desk or office setup.
Who is Zocalo Patrimorio built for?
Zocalo Patrimorio is designed for investors and analysts who manage portfolios remotely or across multiple locations and want a consistent, structured way to monitor risk and review data without relying on scattered spreadsheets or manual checks.
How long does setup take?
Setup follows a guided process that walks you through connecting your data sources and configuring monitoring preferences. Most users complete the initial setup in a single session, though the exact time depends on how many sources you're connecting.
Do I need technical or coding knowledge to use it?
No. Zocalo Patrimorio is built with a standard interface intended for investors, not engineers. The setup and day-to-day use rely on straightforward forms and dashboards rather than scripts or configuration files.
Can I use Zocalo Patrimorio on mobile devices?
Zocalo Patrimorio is designed to work across devices, so you can check analysis and alerts whether you're on a laptop, tablet, or phone. This is part of why it suits investors who aren't tied to a single office setup.
What kind of data can I bring into Zocalo Patrimorio?
Zocalo Patrimorio is built to work with the types of portfolio and market data investors typically track for risk monitoring. During setup, you'll be guided through how to connect and organize the data sources relevant to your workflow.
How does the risk monitoring actually work?
The platform continuously reviews incoming data against the thresholds and parameters you configure, surfacing items that may need attention rather than requiring you to manually scan reports on a fixed schedule.
Is my data kept private and secure?
Protecting your data is a core part of how Zocalo Patrimorio is built. For full details on how information is handled, please review our privacy policy.
Can I cancel or change my setup later?
Yes. You can adjust your configuration, data connections, and monitoring preferences at any time as your needs change. There's no requirement to lock in a single setup permanently.
Does Zocalo Patrimorio replace my existing tools entirely?
That depends on your workflow. Many investors use Zocalo Patrimorio alongside existing tools as the layer that centralizes analysis and risk monitoring, while others use it as their primary workspace. It's built to fit into your process rather than force a single way of working.
What happens if I run into an issue during setup?
If you hit a snag, you can get in touch through our contact page and we'll help you work through it.
Where can I learn more about how Zocalo Patrimorio compares to other approaches?
Our advantages page walks through the reasoning behind Zocalo Patrimorio's approach in more detail, and our about page covers the broader context behind why it was built.