Import any statement
PDF statements, photos or scans, and CSV exports from Fidelity, Schwab, Vanguard, Robinhood, E*TRADE, Merrill, and many other brokers.
AssetLens
Your whole portfolio, from your statements, kept on your device.
Import a PDF statement, a photo, or a CSV from your broker. AssetLens reads the holdings on your iPhone or iPad and shows your allocation, largest positions, and total across every account. No logins, no account linking.
Private by design
Parsing happens on the device using Apple's PDFKit and Vision. Your statements and holdings never leave your iPhone or iPad.
See what you own
Net worth across portfolios, allocation rings, asset-class breakdown, and your largest positions by weight.
How it works
Statement in, clear picture out.
- Share a statement to AssetLens from Files, Mail, or Safari, or import it in the app.
- Review the detected holdings. Rows the app is unsure about are highlighted for you to check.
- Combine accounts into portfolios and see totals, allocation, and top holdings.