Your entire wealth,
across every country.
AnayaWealth unifies your bank, brokerage, and investment statements - in any currency - into one live, private view. Upload a statement, ask Anaya, see everything.
Why AnayaWealth
One Private View. Every Currency. Full Clarity.
Scattered logins, currencies, and spreadsheets leave you guessing at your true net worth. AnayaWealth consolidates every account into one private dashboard — with daily FX, AI extraction you approve, and answers you can trust.
Managing wealth across borders is broken. Bank apps show one country. Brokers show another. FX rates change overnight before the spreadsheet is done — so your “net worth” is always out of date.
We rebuilt it into one private view: upload any statement, let AI extract what you approve, see every account and currency consolidated with daily FX, and ask Anaya anything. Your documents stay yours — never used to train public models. One place you can trust for the full picture.
Every Currency, One View
Hold accounts in USD, HKD, SGD, GBP, EUR, INR, and more. Anaya converts everything into your display currency with daily FX so you see one consolidated net worth, plus currency-exposure analytics — without mental math across banks and brokers.
- 25+ currencies with daily FX
- One consolidated net worth
- Currency-exposure analytics
From Statement to Insight
Upload bank, brokerage, or investment statements (PDF, Excel, CSV — even password-protected PDFs). A vision AI extracts accounts, holdings, and transactions; you review and approve before they land in your portfolio. No spreadsheet retyping.
- PDF, Excel, and CSV support
- AI extraction you review and approve
- No manual spreadsheet retyping
Private & Secure by Design
Your files live in your account's cloud storage; portfolio data is isolated per user. You choose which data points to keep, review extractions before save, and we don't use your documents to train public models or for advertising. AI extraction sends only what's needed to process the statement.
- Per-user isolated portfolio data
- You approve what gets saved
- Never used to train public models
All your investments. One intelligent platform.
Stop guessing. Start seeing your true net worth.
Upload statements from any bank or broker and see your complete portfolio across countries, currencies, and asset classes — powered by AI.
- Card requiredFree to start
- Private by designYour data stays yours
- Works worldwide25 countries supported