All your investments in one portfolio
Brokers, banks, deposits and crypto across countries and currencies — in one place. Enter account values as a number, a broker PDF statement or a screenshot, and see how much you invested and how much you actually earned.
No sign-up and no access to your accounts.
How it looks
What it does
All accounts in one place
Brokers, banks, deposits, crypto, policies — across countries and currencies, grouped by platform.
Statement instead of manual entry
Upload a broker PDF statement or a screenshot — AI reads the account values, date and currency for you.
Honest returns
Contributions and growth kept apart: deposits and withdrawals aren’t mistaken for earnings.
Real return in dollars
Lira, ruble and euro accounts are converted at the rate on the valuation date — you see what you really earned.
Quarterly trend
A chart of value and contributions, plus the return since the last update for each account.
Where your money is
Shares by broker and bank — see whether all your eggs are in one basket.
How to start
- Click “Build my portfolio”The portfolio opens on this page, no sign-up.
- Add your accountsBroker or bank, name, currency — one account per line of your statement.
- Enter the valueAs a number, a PDF statement or a screenshot. Deposits and withdrawals are entered separately.
- Update every quarterAfter a couple of updates you’ll see the trend and return for each account.
The portfolio shows how your money works. The plan shows how much to add and where
A 10-minute financial checkup: how much to save for passive income, where your capital is exposed and how to split your money across three baskets. Free.
FAQ
Is it free?
Yes. The Wealth Plan portfolio is free, with no subscription and no card required.
Which accounts can I add?
Any: brokerage accounts, deposits, savings and investment policies, crypto, funds, real estate. At any broker or bank, in any country and currency.
Do I need to give access to my accounts?
No. We don’t connect to brokers or banks and never ask for logins or passwords. You enter each account’s value once a month or quarter — as a number, a PDF statement or a screenshot.
Can I upload a broker statement?
Yes: a PDF statement from your broker or bank (up to 1.4 MB) or a screenshot from the app. AI finds the account’s total value, date and currency; you check the numbers and save. If the statement covers several accounts — for example, an Interactive Brokers consolidated statement — each one appears on its own row.
How is the return calculated?
Return is the account value minus your deposits net of withdrawals, so growth isn’t confused with new money. The first value you enter counts as the starting investment.
Accounts in different currencies — how is the total calculated?
Each account is kept in its own currency. The portfolio total is in US dollars at the rate on the valuation date, so you see both the return in the account currency and the real return in dollars: a lira deposit can earn +30% in lira and much less in dollars.
Who can see my portfolio?
You. If you came via a financial advisor’s link or took the checkup, your advisor can see it too and helps keep it up to date. Your budget is still visible only to you.
Is it connected to the budget?
Yes, it’s one account: budget and portfolio are tabs. The budget shows how much you save each month, the portfolio shows how that money works.