Solutions
Who owns what in our family, and what is my share?
Every asset and company carries an ownership percentage. View your share, the family's or the full value, and share a read-only view with a spouse or a co-owner.
A day with Opes
A family that owns a house together, in shares, opens Opes. One person sees their own share, another sees the household's, and the full value is one step away. A spouse or an advisor can be given read-only access to what you choose, and that access can be ended at any time.
A typical set of holdings
| Real estate | USD 620,000 |
|---|---|
| Cash and funds | USD 154,500 |
| Companies | USD 300,000 |
| Loans | USD −312,000 |
Demo data. A fictional household, not a real portfolio.
Features
Shown at your part
A flat owned half and half shows your half, loan included.
Papers with the asset
Keep deeds, contracts and estate papers next to what they belong to.
Share a view, not a login
Show your dashboard through a link without giving anyone your login.
What it does not do
- 01
It does not connect to your bank. You upload statements or type figures, and confirm a preview before anything is saved.
- 02
It does not give investment, tax or legal advice. It records and reports.
- 03
A figure that cannot be worked out says what is missing. It never shows a guess in its 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.