Multi-currency
Every asset in its own currency, shown in the one you choose.
Each asset in its own currency, shown in the one you choose.
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
Keep the asset's currency
Each asset and loan is recorded in its own currency. Nothing is converted when it is saved.
- 02
Choose a display currency
Switch the whole dashboard into another currency in one step. The choice follows you from page to page in the same tab.
- 03
Convert with one table
- 04
Separate currency from capital
On an asset's page and in the Expert panel, the change in value is split into what the asset did and what the exchange rate did.
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.