Important Risk and Data Notice
Use this tool at your own risk. You are solely responsible for validating outputs and for any financial, legal, compliance, or operational decisions made from them. Do not upload documents unless you are authorized to share that data. Uploaded PDFs and OCR text are processed by this app and OCR/extraction content is sent to the configured LLM provider (OpenRouter). Third-party provider policies may apply.
Use this tool at your own risk. You are solely responsible for validating outputs and for any financial, legal, compliance, or operational decisions made from them. Do not upload documents unless you are authorized to share that data. Uploaded PDFs and OCR text are processed by this app and OCR/extraction content is sent to the configured LLM provider (OpenRouter). Third-party provider policies may apply.
Upload Portfolio Statement
Upload a PDF statement to extract holdings and allocations. Confirmed data is only saved after explicit review.
Drag and drop a PDF here
or