Drop a client's statements — PDFs, scans, photos or Excel from any bank. We read every page, put the positions into one table in US dollars, reconcile the totals and flag what needs attention. PDF and Excel for the meeting in minutes.
Any statementA PDF from a bank or broker, a scan, a phone photo, Excel or CSV — we read tables of any layout
Any language and currencyEnglish, German, French, Arabic and more; every currency, including dirhams, francs and yen
10min
from a client's statements to a finished report
0
bank logins or passwords
150+
currencies, including dirhams and riyals
€49
one-off per report, no subscription
Why
Instead of an evening in Excel
A consolidated report for a client with several banks is usually put together by hand. Now — by dropping a folder.
By hand
Download statements from four portals
Copy positions into a spreadsheet and convert currencies
Find options, notes and upcoming dates
Reconcile totals and format the report
2–3hours per client by hand
With WealthLens
Download statements from the portals
Drag the folder into the browser
Check the reconciliation with the statements
Download a PDF or Excel with the client's name
10minutes with WealthLens
A report you can put in front of a client. A PDF with the client's name, findings and the source of every number.
What the client gets
Findings with amounts and sources
Every finding rests on the statement and page the number came from — easy to check before the meeting.
Important
Obligations from sold options
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.
Charles Schwab statement · OptionsQty · Market value
AAPL 10/16/2026 300.00 P−5−$647.50
In portfolio value
−$647
Obligation to buy
$150,000
Cash in the account
$40,000
3.8×more than the cash in the Charles Schwab account
Concentration across all accounts
Each holding is measured against the client's whole portfolio, not one account.
21%NVIDIA · of the whole portfolio
Dates
Option expiries, bond and deposit maturities for the year ahead.
16 OctAAPL 300 putin 22 days
15 NovUST 4.25% 2026matures
19 DecAED time depositmatures
Every currency in dollars
At the statement's own rate or the ECB rate on its date — dirhams, riyals and other pegged currencies too.
CHF 142,440€42,000AED 250,000$2,382,979
Total$2,677,626
Checked against each statement
The positions read are reconciled with the bank's total, and every number points to its statement page.
Interactive BrokersUSD total matches
Charles Schwabmatches statement
UBS4 of 4 totals
Discuss it with the assistant
Tap any finding — the assistant starts the conversation: what it means for the portfolio and what the options are.
What to do about the sold put?Options with amounts: hold, buy back, roll
How much cash to keep?A reserve for maturities and obligations
What to ask the bank?The note's index level and the deposit terms
PDF and Excel with the client's name
How it works
A meeting-ready report in three steps
01
Collect the client's statements
PDFs, scans, photos or Excel exports from all of the client's banks and brokers — a whole folder is fine.
02
Drop them here
We read every page. Each statement shows whether its amounts match its own totals.
03
Unlock the full report
€49 per client report: every position and finding, the portfolio assistant, PDF and Excel with the client's name.
Data
Our technology reads the statements — and deletes them after reading
No logins or access to the client's 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
The finished report and the statement files
The client's name and your assistant chats
Access to the full report
Statement pages are read on our server and deleted right after reading
The report is kept in the browser where the statements were uploaded. “New report” deletes it, with the files, before you move on to the next client. The provider that performs the recognition does not train models on this data under its contract.
Your browser
UBS_Valuation_Aug.pdf
Schwab_Statement.pdf
Bank_scan.jpg
p. 1p. 2p. 3pages to read
Recognition
AI recognition
Reads the pages
Deletes after reading
Example
This is what the report looks like
A demo on a fictional client at three banks. It is the real app: open a position, discuss a finding with the assistant, download the PDF.
wealth.euroaff.eu/app/?demo=1
Fictional client: a private bank in Zurich, a US broker and a bank in Dubai.Open the demo report →
Pricing
Pay per report, not a subscription
The preview of your own files is free: pay only once you can see the statements were read correctly.
Try it on a real client
The demo needs no sign-up. For the client's files you see the total for each account and the portfolio mix before paying.
Statements 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.
Do you need access to my brokerage account?
No. No logins, passwords or bank connections — only the statement files you downloaded yourself.
Which files work?
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.
How do I know everything was read correctly?
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.
What does €49 include?
The full report for one client: 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.
Can I put the client's name on the report?
Yes. Set it in the report header; it goes into the PDF title and the Excel file name.
How much for several clients?
€49 per client report. Start the next client with “New report”. More than ten clients a month? Write to support@euroaff.com and we'll offer a bundle.
What can the assistant do?
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.
Where do current prices come from?
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.
Can I look first?
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.
How are currencies handled?
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.
Where is the report kept?
In the browser where you uploaded the statements. Download the PDF or Excel to keep the report as a file.
Is this investment advice?
No. The report shows facts from the statements. The recommendations are yours.
What if the report doesn't work out?
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.
Build a report for your first client
Drop the statements — account totals and the portfolio mix are free.
