Spyc
Upload PDF statements to get net worth insights, portfolio visualizations, risk simulations, and benchmark comparisons.
A privacy-first investment and net worth tracker that lets users upload PDF statements from brokers like Robinhood or Fidelity to get portfolio insights without linking accounts. It serves DIY investors, including individuals and executives, who want to track stocks, crypto, and benchmarks like the S&P 500. The service is delivered as a SaaS with a free tier and a paid Gold plan, emphasizing ephemeral data processing and compliance with GDPR and CCPA.
Key features
- Upload PDFs from Robinhood or Fidelity
- Instant net worth snapshots
- Track holdings and trends over time
- Allocation breakdowns and heatmaps
- What-if investment risk simulations
- Compare to benchmarks like S&P 500
- Ephemeral processing, no PII saved
- One-click data delete
- GDPR compliant and CCPA ready
- Customizable dashboard views
- No social media activity within the last 30 days
GTM channels
- Blog
ICP
- Consumers general
- Executives founders
- Financial services firms