What's in my docs?
Upload a PDF — the text layer is extracted, scanned pages are recovered with OCR, and you can get an AI summary.
Know what's actually in your statements.
Drop in a brokerage or bank statement PDF and get a clear AI summary — accounts, balances, movements, tickers — plus trends across every statement you've read. Your document is processed in memory and never stored.
Free: 5 documents a month · no card required
How it works
- 1 Upload a PDF Digital text is extracted directly; scanned pages are recovered with OCR — up to 100 pages.
- 2 You mask what matters Save terms once — your name, account numbers — and they're redacted from every extraction automatically.
- 3 Read the summary, spot the trends Accounts, balances, movements, and tickers at a glance, with charts across all your statements over time.
Pricing
What people say
"I found $1,200 in annual fees I didn't know I was paying across three accounts. Two phone calls and one form later, they're gone."
— Early user
"I upload six statements every quarter — the dashboard summary replaces an hour of spreadsheet work."
— Financial advisor
"The mask-before-AI design is the reason I trust it. I can redact names and numbers and still get a useful summary."
— Privacy-conscious investor
My documents
No documents yet — upload a PDF and it will appear here with its AI summary and aggregate charts.
Trends
Across your saved documents, earliest to latestBalances over time
Ticker prices
Latest allocation
Allocation across all reports
Net worth
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Insights
Forecasts, fees, and alerts from your statement historyFees detected
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No fee-bearing movements detected across your statements.
Cash flow projection
Not enough history to project — upload at least 2 monthly statements with account balances.
Drift alerts
No unusual activity detected — everything looks steady.
Drag & drop a PDF here
or click to browse · up to 50 MB
Saved terms always apply, even when you clear or edit this box — update them via “Terms to Redact” in the sidebar. Case-insensitive, full-word matches only ("Doe" will not touch "Doerr"). Masked terms stay out of the AI summary.
Processing…
Generate an AI summary of the extracted text.
Accounts
Tickers & positions
| Symbol | Name | Shares | Price | Period |
|---|
Key facts
No text was extracted from this PDF.
No AI summary was saved for this document — uploads are processed once and the extracted text is not stored.
Accounts
Tickers & positions
| Symbol | Name | Shares | Price | Period |
|---|