Multi-Bank Portfolio Consolidation

Upload statements from any bank. Get a consolidated look-through report.

Your data stays private. We do not collect, store, or retain any uploaded files. All processing happens in-memory and files are deleted immediately after your report is generated. If processing fails, simply reload the page and try again.
Welcome
📄
Drop your portfolio PDF here
Single file analysis with look-through (max 50MB)
📑
Drop multiple portfolio PDFs here
Consolidate 2-10 portfolios from different banks
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Recent Analyses

    Plans

    Consolidate, analyze, and report on multi-bank portfolios

    Free Trial
    CHF 0
    • 1 consolidation (max 2 PDFs)
    • Basic PDF report
    • Asset allocation breakdown
    • Currency exposure
    Popular
    Professional
    CHF 79 /month
    • 10 consolidations / month
    • Look-through analysis
    • TER breakdown + income overview
    • Country + sector exposure
    • 6-language PDF reports
    Business
    CHF 199 /month
    • 50 consolidations / month
    • White-label PDF (your branding)
    • API access + CSV export
    • Priority support
    • Custom report sections

    Looking for your own branding and tailored portfolio reporting? We build custom solutions for banks and asset managers.

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