WealthScope

WealthScopeby

Agile AI

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Welcome to WealthScope

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✦ Ask AI

🔒 Your data is processed securely via AI and is not stored or used for training.

Add transaction

Manually record an income or expense

Date

Description

Amount

Foreign currency

FX rate (1 foreign = ? CHF)

CHF equivalent

Type

Category

Review imported transactions

Custom instruction for AI categorisation

Source:

Default currency for this import: Change individual transactions below if needed

✦ Select a foreign currency for any transaction paid in a different currency. The FX rate will be fetched and locked in at today's rate on import.

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Settings

Configure your WealthScope preferences

Anthropic API Key (admin override)

Optional — only needed if you want to use your own key instead of the admin-assigned one.

Base Currency

All amounts, charts, and FX conversions use this as the home currency.

Financial Year starts

Used for "This FY" and "Last FY" date ranges on the dashboard.

Custom Account Types

Add types beyond the built-in ones. Pick an emoji icon and give it a name.

Transaction Categories

Google Sheets Integration

Upload a Google Cloud service account JSON key to pull data from Google Sheets. The key is stored on your NAS only.

📎 Upload key file

Importing PDF statement

Reading PDF…

Claude AI is extracting your transactions

Import transactions

Browse for a file or paste data directly

📋

Drop files here, or paste data

CSV, Excel, XML, PDF, images — or Ctrl+V / Cmd+V

— or browse for a file —