Your wealth. Clearly in view.
Valued reads documents and statements, brings your assets together and answers your questions. Stocks, crypto, property, funds and art, in one view.
- Start free, no credit card
- AI usage billed in credits
- Your data. Your decisions.
Everything that makes up your wealth
Listed investments, private holdings and personal assets belong together. Valued gives you a shared view of them.
- Stocks, ETFs and bonds
- Your brokerage accounts together: holdings, prices, dividends, fees and returns.
- Crypto
- Holdings across supported exchanges and wallets, transactions and price history.
- Private equity and venture capital
- Fund investments with commitments, capital calls, distributions, costs and NAV.
- Startups and private companies
- Ownership, funding rounds, cap tables and the people behind your investments.
- Real estate
- Properties, rents, costs and financing. Your equity and returns for each property.
- Art, watches and other valuables
- Jewellery, vehicles, yachts and aircraft too, with documents, photos and recorded valuations.
- Gold and other precious metals
- Gold, silver, platinum and palladium with quantities, acquisition costs and available metal prices.
- Cash accounts and loans
- Statement balances, outstanding loans, interest and repayments. Direct bank connections are currently in pilot.
From scattered records to a clear picture
PDFs, contracts, emails and statements: AI turns unstructured information into records you can work with.
Bring your records
Upload documents or forward emails. Connect fund portals and supported crypto accounts. Add your own entries where there is no file.
AI reads and organises
Valued identifies amounts, holdings and parties, checks the information and presents proposals for review. You confirm document bookings.
See how it adds up
Track values, costs and income. Ask AI about the details or have it research a new investment idea.
Understand more. Decide with context.
Questions about your wealth need more than a total. Valued connects your records with research and comparisons you can inspect.
What does my investment really return?
See fees, distributions, dividends, interest and rent within their investments. Compare performance, risk and upcoming payments.
Go from the overview to individual records. Forecasts remain identifiable as assumptions.
Read moreWho owns what, and who is behind it?
Follow your ownership through each round. Research shareholders, founders and teams, including their other investments.
Cap tables come from your documents. Public research adds context with sources.
Read moreDoes this idea fit my portfolio?
Keep companies, securities and funds on watchlists. Explore investment ideas with AI research, competitor analysis and relevant peer comparisons.
Opportunities, risks, fees and open questions side by side. Comparisons state their basis and show where evidence is missing.
Read moreKnow how current your numbers are
Market prices, fund reports and valuations arrive at different times. Valued brings them together and keeps their basis clear.
Data sources and connections- Prices and crypto
- Prices and connected crypto balances refresh regularly. Depending on the exchange and source, quotes may be live, delayed or end of day.
- Reports and your own valuations
- Funds, properties and valuables use their latest recorded report or valuation. New documents add to their history.
- Banks and brokerage accounts
- Account and brokerage statements bring your banks together. Direct bank access through finAPI is currently a pilot and is not yet generally available.
Pay for the AI you use.
AI work is metered from token usage and billed in credits. The size of your wealth does not set the price.
Start free. Paid plans include credits and additional features; top up when you need more. See all prices and limits in the plan comparison.
See plans and usageWhat is Valued?
Valued is an AI service that brings your wealth data together from documents, statements, connected crypto accounts and your own entries. Track holdings, performance, costs and income, and research investments. A digital family office for people who want to understand their own wealth.
Who is Valued for?
For people building wealth or already holding several investments, from a first brokerage account to companies, funds, property and collections. Start on your own and bring in family or advisers as needed. Features and limits depend on your plan.
Will the AI change my figures on its own?
Documents produce proposals for you to review and confirm. Connected crypto accounts and market prices can update through synchronisation. Valued does not buy, sell or make payments for you.
Is Valued a fund administrator, a bank or an adviser?
Valued is software for tracking and analysis. You get sourced research, comparisons and scenarios. Investment decisions remain yours; Valued does not hold your money or execute transactions.
Where is my data stored, and is it used to train AI models?
The application, database and documents are hosted in Stockholm. Your documents and extracted data are not used to train AI models. The security page explains processing and service providers.
Start with what you have.
A brokerage statement, fund report or contract is enough to begin. Add the rest of your wealth as you go.