Upload Statements
CSV files are parsed and saved to your Supabase database
Santander (Joint) — PDF from online banking. Columns: Date · Type · Description · Paid out · Paid in · Balance.
HSBC (Personal) — PDF from online banking. Columns: Date · Description · Money in · Money out · Balance.
Amex Gold — CSV from americanexpress.com. Columns: Date · Description · Amount.
Uploading the same month again replaces that month's data. Files are never sent anywhere except your Supabase database.
HSBC (Personal) — PDF from online banking. Columns: Date · Description · Money in · Money out · Balance.
Amex Gold — CSV from americanexpress.com. Columns: Date · Description · Amount.
Uploading the same month again replaces that month's data. Files are never sent anywhere except your Supabase database.
Santander · Joint
Santander Statement
Drag & drop or click
PDF from online banking
PDF from online banking
HSBC · Personal
HSBC Statement
Drag & drop or click
PDF from online banking
PDF from online banking
Amex · Gold
Amex Statement
Drag & drop or click
CSV from americanexpress.com
CSV from americanexpress.com
Upload at least one statement to save
Upload History
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Finance Dashboard
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Balance
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Income
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Outgoing
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No data
Amex Spend
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Surplus
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No data
Money Flow
No data — upload statements first
Income vs Outgoings
Amex Category Split
Running Balance (Santander)
All Santander Transactions
Cashflow Insights
Bills Breakdown
Spend by Category
All Amex Transactions
Category Summary
Financial Health
Projections
Upload Portfolio Snapshot
Upload your broker export — holdings are parsed automatically
Hargreaves Lansdown — CSV from My Accounts → Account Summary → Download.
Vanguard UK — PDF (save or print from browser on the Holdings page).
Trading 212 — CSV from Pie → Export → Diversification CSV.
Files stay in your browser — only extracted holdings are sent to Supabase.
Vanguard UK — PDF (save or print from browser on the Holdings page).
Trading 212 — CSV from Pie → Export → Diversification CSV.
Files stay in your browser — only extracted holdings are sent to Supabase.
Hargreaves Lansdown
HL Account Summary
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CSV — Account Summary export
CSV — Account Summary export
Vanguard UK
Vanguard Holdings
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PDF — save/print from Holdings page
PDF — save/print from Holdings page
Trading 212
T212 Diversification CSV
Drag & drop or click
CSV — Pie → Export → Diversification
CSV — Pie → Export → Diversification
Upload at least one file to save
Snapshot History
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Portfolio Dashboard
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Portfolio Value
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Total Invested
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Cost basis
Unrealised Gain
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vs cost basis
Platforms
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Active accounts
Portfolio Value Over Time
Allocation by Platform
Platform Summary — Latest Snapshot
All Holdings
| Asset | Platform | Class | Qty | Market Value | Cost Basis | Gain / Loss | Return % |
|---|
Portfolio Value — Full History
Value vs Cost Basis
Snapshot History
By Asset Class
By Platform
Asset Class Breakdown
Add dividend/income entries via Add Snapshot notes, or use a dedicated income tracker (coming soon).
Investment Platforms
Manage your accounts and providers
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