Upload your statements

Drop in a brokerage statement from any account — taxable, IRA, 401(k), across any custodian. PDF, CSV, or even a phone screenshot works. Add as many as you like for a full household view.

Drop statements or screenshots here

or browse your files

PDF · CSV · XLSX · PNG/JPG screenshots · up to 25 MB each

Email me the report and trade plan when they're ready (as a PDF and spreadsheet).

Your data

Zero retention of personal information

No personal information is ever retained
Your statement is redacted first — name, account numbers, address, and contact details removed. The original file, which contains that information, is then permanently deleted. It's never kept on file, viewed by a person, or used for anything beyond that one redaction step.
Encrypted in transit
Everything you upload travels over an encrypted (TLS) connection between your browser and our service.
Never sold or shared
Your holdings are never sold, shared with third parties, or used to train models.
Your statement data isn't retained
The redacted version — holdings and values only, with all personal details already stripped out — is used to build your report and then deleted as soon as your report is generated. We keep only your finished report so you can re-download it. See the data policy for details.

Read the full data policy. Files added here stay in your browser until you choose to analyze them.