Support

Need help or found a statement that doesn't import correctly? Email rguntu9@gmail.com. Please don't send full statements; a description of the broker and layout is usually enough.

Frequently asked questions

Which brokers are supported?

AssetLens has dedicated readers for Fidelity, Charles Schwab, Vanguard, Robinhood, Merrill, E*TRADE, and Apex-cleared brokers. Statements from other brokers, such as J.P. Morgan, Interactive Brokers, Webull, SoFi, Public, Ally, and Firstrade, go through a general reader that rebuilds the holdings table from its column layout and checks that quantity × price matches value. CSV exports from most brokers also work.

Is my data private?

Yes. Statements are read and stored only on your device. There is no account, no server, and no analytics. See the Privacy Policy.

How do I restore my Pro purchase?

Open AssetLens, go to Upgrade to Pro, and tap Restore Purchases while signed in with the Apple ID you used to subscribe. Pro also syncs automatically through the App Store on your devices that use that Apple ID.

How do I cancel my subscription?

Go to Settings > your name > Subscriptions > AssetLens, at least 24 hours before the renewal date.

Some holdings look wrong after importing.

Check the highlighted rows on the review screen before saving. If a statement is consistently misread, email us the broker name and statement type.