Import statements and files
Statements and files, read into a preview you confirm.
Statements and files read into a preview you confirm before saving.
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
Bank statements in PDF, CSV or Excel, broker files and fund bulletins. Scanned PDFs are read with text recognition.
- 02
Preview
See each line, old figures against new, and flagged duplicates. Edit or exclude a row.
- 03
Check
Balances are checked against the statement's own running balance, and rounding differences are stated rather than hidden.
- 04
Confirm
Only confirmed rows are saved. Importing the same file again adds nothing twice.
What it does not do yet
- 01
Readers follow known layouts.
An unfamiliar statement may need column mapping or manual entry.
- 02
Not a live connection.
Statements arrive when you upload them. Live bank connections are not in production.
- 03
Scans can misread.
Text recognition on a poor scan can be wrong; the preview exists to catch it.
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.