Your portfolio.
Every bank. One view.
Upload bank statements from any bank. See all your investments in one dashboard. Generate professional reports in seconds.
What you sign into
Every account, every currency,
in one view.
Top Holdings
| Security | ISIN | Value | P&L | Wt |
|---|---|---|---|---|
| Apple Inc. | US0378331005 | $412,340 | +$8,412 | 9.6% |
| Swiss Govt Bond 2.5% | CH0012345678 | $380,000 | +$1,140 | 8.9% |
| Nestlé SA | CH0038863350 | $295,120 | −$1,180 | 6.9% |
| US Treasury 4.25% | US912810TH48 | $250,000 | +$250 | 5.8% |
| Microsoft Corp. | US5949181045 | $198,740 | +$3,580 | 4.6% |
Allocation
Built for professionals who need to read numbers all day. Serif display for values, monospaced account IDs, structured panels — no dashboards that look like a crypto app.
Trusted by investors and family offices across
How it works
Three steps to portfolio clarity
Upload your statement
Drag and drop PDFs from any of 32+ banks. Interactive Brokers, UBS, Corner Bank, Bank Leumi, and more.
AI extracts in seconds
Bank-specific agents identify every position, extract values, categorise assets, and validate with confidence scores.
See your portfolio
Holdings, performance, risk analysis, dividends, and reports. Your entire portfolio from one PDF.
Zero configuration
Upload a PDF. That's it.
No bank API keys. No CSV mapping. No manual data entry. Your portfolio dashboard lights up the moment you upload.
Upload PDFs manually
Zero setupDrag and drop your bank statements. Works immediately.
Forward emails
30 secondsForward bank emails to your BOFFO inbox. Attachments extracted automatically.
Connect Gmail or Outlook
Hands-freeOne-click OAuth. New statements imported and processed automatically.
Every level works with any bank. No credentials shared.
Capabilities
Everything your portfolio needs
Institutional-grade tools at a fraction of the cost.
AI-Powered Extraction
Upload any bank statement PDF. Holdings, values, and transactions extracted with 95%+ accuracy.
Multi-Bank Support
Swiss, Israeli, US banks and brokers. UBS, Julius Baer, Leumi, Corner Bank, Interactive Brokers.
Pattern Learning
Every extraction teaches BOFFO. Costs fall as the system learns each bank's format.
Multi-Currency
CHF, USD, EUR, ILS and 20+ others. FX conversion at statement date, always auditable.
Family Office Ready
Multi-client management, consolidated reporting, team roles, white-label exports.
Secure & Private
AES-256 encryption in transit and at rest. Your data is never used to train AI models.
Built for serious investors
Individual portfolios to multi-family offices across Switzerland, Israel, and the US.
UBS, Bank Leumi, Interactive Brokers, Corner Bank, and more. New formats learned automatically.
AI-validated extraction with confidence scores on every data point. Hebrew OCR included.
Multi-client management for advisors. Consolidated reporting and white-label branding.
Built to replace the manual statement-to-spreadsheet workflow that consumes hours of every back-office week. We are pre-launch — when we have customers who agree to be quoted, their words go here.
Ready to consolidate your portfolio?
Whether you manage $100K or $100M, BOFFO gives you institutional-grade tools. Start free.