Drop your statements — PDFs, scans, photos or Excel. We read every page and build one clear report: your whole wealth in US dollars, what it's made of, where it sits and what needs attention.
Preparing reports for clients? WealthLens for advisors
Statements from any bank or broker
from statements to a full report
bank logins or passwords
currencies, including dirhams and riyals
one-off per report, no subscription
Each bank shows only its own account. WealthLens puts the accounts together and checks the portfolio as a whole — with amounts and the statement page behind every number.
On the statement a sold put shows up as −$647. In fact it commits you to buy $150K of stock — 3.8 times the cash in the account.
Each holding is measured against your whole wealth, not one account.
Option expiries, bond and deposit maturities for the year ahead.
At the statement's own rate or the ECB rate on its date — dirhams, riyals and other pegged currencies too.
The positions read are reconciled with the bank's total, and every number points to its statement page.
Tap any finding — the assistant starts the conversation: what it means for the portfolio and what the options are.
PDFs from banks and brokers, scans, photos or Excel — all the files at once or a whole folder.
We read the summary pages — the total for each account and the mix are free. The rest is read right after payment.
€49 per portfolio report: every position and finding, the portfolio assistant, PDF and Excel.
We don't need your broker login or access to your accounts — only the files. Statement pages go to our server for AI recognition, are kept there encrypted while they are read and deleted right after. The report stays in your browser.
Stays with you
Statement pages are read on our server and deleted right after reading
The report is kept in the browser where you uploaded the statements. “New report” deletes it, with the files. The provider that performs the recognition does not train models on this data under its contract.
A demo on a fictional portfolio at three banks. It is the real app: open a position, discuss a finding with the assistant, download the PDF.
The preview of your own files is free: pay only once you can see the statements were read correctly.
The demo report needs no sign-up. For your own files you see the total for each account and the portfolio mix for free, so you know the statements were read correctly.
Open the demo reportPay by card via Stripe. The report unlocks right after payment in the same browser.
Didn't find an answer? Write to support@euroaff.com
The quickest way to see whether WealthLens fits is the demo report. No sign-up needed.
Open the demo reportStatements are read by our AI-based technology: the file pages — image and text — go to our server for recognition. While they are read, they are kept encrypted on our server in the EU and deleted right after reading — within a day at most; they are not logged. The provider that performs the recognition does not train models on this data under its contract.
The finished report and the statement files are kept only in your browser. The “New report” button deletes them.
No. No logins, passwords or bank connections — only the statement files you downloaded yourself.
Any statements: PDFs from banks and brokers, scans and phone photos, Excel and CSV exports — in any language and currency. Add all the files at once or a whole folder. Word documents and archives don't work: save them as PDF or unzip them.
Every statement gets a reconciliation mark: the positions read are added up and compared with the total the bank printed. If something doesn't match or a page wasn't read, the report says so plainly — before you pay. Every position shows the statement page its numbers came from.
The full report for one portfolio: every position and finding, reconciliation with the statements, dates, current prices, the portfolio assistant (20 more messages on top of the free ones), PDF and Excel. One payment, no subscription. You can add statements of the same accounts later at no extra cost.
Tap any finding, question or position and the assistant starts the conversation itself: what it means for the portfolio and what the options are, with amounts. Then you can ask what to check with the bank or how to prepare for a decision. The assistant sees only this report; it explains the options but does not tell you to buy or sell a specific security.
3 messages are free and the full report adds 20 more (unused free ones stay, so the counter may show 23); more are sold in packs: 20 messages for €9 or 50 for €19. The assistant's opening on a new topic is not counted: up to 3 topics before payment and up to 15 in the full report.
From open market data: stock, fund and index quotes delayed up to 15 minutes, US options from Cboe. Bonds, notes and deposits without a listed price stay at statement values; structured notes show their underlying.
Yes. The demo report needs no sign-up, and for your own files you see the total for each account and the portfolio mix before paying; individual positions, the reconciliation with the bank and the findings open right after payment.
Prices and values are as the statement prints them. We convert to US dollars (or euros, francs, pounds) at the rate in the statement itself when it has one, otherwise at the ECB rate on the statement date. Currencies the ECB doesn't publish use the open currency-api rates and official pegs — for example, 3.6725 UAE dirhams to the dollar.
In the browser where you uploaded the statements. Download the PDF or Excel to keep the report as a file.
No. The report shows facts from the statements. Investment decisions are yours or your adviser's.
Before paying you can see whether the statements were read and the totals match. If after payment we find a reading error we can't fix, we refund you — see the refund policy.
Drop your statements — in a minute you see the total across all accounts and the portfolio mix. Free.
