Your wealth. One clear view.
Your whole wealth at a glance, from your own documents. Bring funds, startup holdings, properties and securities together.
- No credit card required
- Hosted in the EU
- You approve every booking
Your wealth spans more than one bank
Your bank shows the securities account, but not the startup holding or the property. The rest sits in folders and spreadsheets. Valued brings your assets together so you can keep your own overview.
From document to portfolio
Upload your documents
Start with a cap table, fund report, property document or securities statement. Add history when you are ready.
Valued reads the figures
Valued extracts the figures, checks the arithmetic and proposes entries alongside the source document.
Check and approve
Correct anything that needs changing. Only your approval books the entries and updates your portfolio.
See what you own in one view
Start with the overall picture and look at each investment when you need the detail.
- Funds, holdings, properties and securities side by side
- Documents and figures kept together
- Export your records when you need them
A record you can check
Keep the source, control access and take your data with you.
- Figures with a source
Document-derived entries keep their original file. Calculated metrics follow from your approved records.
How document review works- EU hosting and privacy
Application, database and documents are hosted on AWS in Stockholm. Read how processing, encryption and your GDPR rights are handled.
Security and data handling- Access and export
Invite team members with roles and export to Excel. Team roles and PDF reports are included in Professional and Family Office plans.
Plans and included features
Before you start
Do I need a wealth manager to use Valued?
No. Valued is designed for investors who want to keep their own records. You can use it yourself and decide whether to involve an adviser.
Do I have to connect all my bank accounts?
No. You can start by uploading your own documents, including securities statements and transaction confirmations. Available import options are explained on the integrations page.
What if a figure is read incorrectly?
You see the proposed figures alongside the document and can correct them before approval. Valued books the entries only after you approve them.
Does Valued invest or move money for me?
No. Valued organises and reports your investments. You decide what to buy or sell and make payments through your bank.
Can I try it free and take my data out again?
Yes. The free plan requires no credit card and has investment and credit limits shown on the pricing page. You can export your records to Excel and download your documents.
Start with your next document
Create a free account and try Valued with your own documents. See the plan limits before you choose.