See How BOFFO Works
Watch how BOFFO transforms a bank statement PDF into a professional portfolio report—automatically extracting holdings, calculating allocations, and generating Excel reports.
What You'll See in This Demo
A complete walkthrough of uploading a bank statement, watching BOFFO's AI extract holdings, and downloading a professional Excel report—all in under 90 seconds.
Key Features You'll See
Everything that makes BOFFO different
Upload Any Bank Statement
Drag and drop PDF or Excel files from Interactive Brokers, UBS, Corner Bank, or any of 15+ supported banks.
AI Extracts Holdings Automatically
Our multi-agent system identifies positions, values, and currencies—handling complex formats and multiple languages.
View Consolidated Portfolio
See all your holdings across multiple accounts in one unified dashboard with real-time allocation charts.
Track Performance Over Time
Compare month-over-month changes, track returns, and monitor your portfolio growth with institutional-grade analytics.
Ready to Try BOFFO?
Start your free trial today. Process your first 2 documents at no cost—no credit card required.