Consolidate every portfolio, bank relationship, entity and cashflow into a single intelligent platform — purpose-built for Singapore's most sophisticated investors.
Who it's built for
01 /
Family Offices
Model PICs, trusts, foundations and personal accounts in a single consolidated view — with full entity-level P&L and group rollups your advisors can actually use.
02 /
HNI Investors
Stop logging into four different portals. Aggregate equities, bonds, structured products and cash across every relationship — with accurate P&L that handles the instruments correctly.
03 /
High Earners
Upload your statements once and instantly see net wealth, projected income and monthly obligations — without a spreadsheet that breaks every time a price changes.
Platform capabilities
A unified intelligence layer across your entire financial picture — from statement ingestion to multi-entity oversight, income visibility, and spending analysis.
Real-time P&L, asset allocation and performance attribution across all holdings. Instrument-correct pricing for equities, bonds, structured products and funds.
Equities · Bonds · Structured · FX
Model your entire ownership structure — PICs, trusts, foundations, joint accounts — with consolidated or entity-level drill-down at any hierarchy level.
PICs · Trusts · Foundations · Groups
Upload PDF, Excel or scanned image statements. Hybrid OCR + AI pipeline extracts every holding from complex multi-page private bank formats.
PDF · Excel · OCR · Scanned
Project annual coupon, dividend and distribution income. View bond maturities, duration and yield with correct per-100 face value pricing — not per-unit guesswork.
Coupons · Dividends · Yield · Duration
Parse credit card bills automatically. Category breakdown, multi-currency FX preservation, recurring payment detection and card rewards optimisation in one place.
Bill Parsing · Rewards · Multi-card · FX
Automatic ISIN resolution via OpenFIGI, Cbonds pricing for fixed income, and live FX rate lookups — so your valuations stay accurate without manual updates.
OpenFIGI · Cbonds · FX · ISINs
How it works
No manual data entry. No spreadsheet to maintain. Upload once and the platform handles extraction, enrichment and ongoing monitoring.
Drop in any PDF, Excel or scanned image statement from any private bank.
OCR + AI extracts every holding, ISIN, price and quantity — even from scanned formats.
OpenFIGI resolves securities, Cbonds prices bonds, live FX converts all positions to SGD.
Live P&L, entity rollups, income projections — updated with every import automatically.
Analyse spending, model cashflow obligations and optimise card rewards from one place.
Product preview
Every panel reflects actual platform behaviour — multi-entity trees, instrument-correct P&L, income forecasting and spending intelligence working together.
Dining
S$1,240
↑ 840 miles
Travel
S$3,180
↑ 2,100 miles
Groceries
S$620
↑ S$37 cashback
Subscriptions
S$284
Recurring
Switching your dining spend to a miles card would earn 2× rewards versus your current cashback card at these merchants.
Privacy & security
Your portfolio data is not sold or shared. It exists on this platform solely to serve you.
0
Third-party data brokers we share your information with
Enterprise
Hosted on enterprise-grade infrastructure with encryption at rest and in transit
SG
Singapore-focused, built for local private banking structures and instruments
Private by intent
Your data is not sold or shared with third parties, and is used solely to power your experience
Get started
Upload your first statement in under two minutes. No spreadsheet to maintain. No credit card required.
Test environment notice — WhatsInPortfolio is currently in active development and offered as a test platform. You are welcome to explore all features and experiment freely. However, please do not upload or enter any sensitive personal or financial data at this stage — this includes real account numbers, actual portfolio statements, identity documents, or any information you would not be comfortable sharing in a non-production setting. Data security hardening is ongoing and we cannot guarantee production-grade protection at this time. Your data is not sold or shared with third parties and is used solely to power your experience — how we store and process data will be clearly disclosed as the platform matures. We appreciate your understanding and your interest in the platform.