Contracts, deeds and statements
Contracts, deeds and statements, read into a preview.
Tenancy contracts, title deeds and statements read into a preview, in the layouts the importer knows.
Features
One register
Property, funds, companies, art, vehicles, bank accounts and debt in one place.
Your share of each
Every holding keeps its own currency and is shown at the share you own.
Sources you can check
Open a figure to see how it was made and where it came from.
How it works
- 01
Upload a contract, a deed or a statement
Drop in a tenancy contract, a title deed or a statement. Opes reads it into a preview.
- 02
Follow the property through its life
Milestones, rent instalments and service charges are tracked on the property, with a yearly forecast and the loan beside it.
- 03
Hold a pooled property fund alongside
A pooled property fund sits next to your direct holdings, with its units and its latest bulletin.
- 04
Add life-insurance wrappers and bank statements
Life-insurance contracts and bank statements follow the same preview and confirm steps.
What it does not do yet
- 01
No live registry valuation.
Valuations from public land registries are not connected. You record a valuation and its date yourself.
- 02
Fund websites are not read automatically.
Fund websites are not read automatically. You upload the bulletin yourself.
- 03
Known layouts only.
A document that does not match a layout the importer knows is shown for manual entry, never guessed.
Verifiable
What is in place, stated plainly.
- 01Signing in with a password needs a second step: an authenticator app or a passkey.
- 02Each person's records are separated from everyone else's at database level.
- 03Shares, advisors and the AI connector are read-only.
- 04Each headline figure says where it comes from: calculated, a price feed, a document, or typed by you.
- 05No independent audit yet. See what is and is not in place.
A common question
Does it connect to my bank?
Not yet. You upload statements or type figures, and confirm a preview.
Who can see my data?
You, and only the people you share with, read-only. Opes is not end-to-end encrypted, so Opes can read stored data to total it and read statements. Opes does not sell your data.
Is there a free plan?
Yes. Free covers accounts, holdings, property and goals, with no card. Paid levels open later.