Privacy-first approach

All your wealth, one unified view

Stocks, real estate, private equity, and cash flow — all in one place. No bank login required. Import your data your way, and let Bukdin do the heavy lifting.

Four ways to bring in your data

Choose how you want to track each asset class. Mix and match based on your preferences.

📈

Stock Portfolio

Import brokerage exports or add holdings manually. Get real-time price updates with S&P 500 comparison.

AAPL $33,450 ↑ 2.1%
MSFT $35,700 ↑ 1.4%
VTI $52,600 ↓ 0.3%
💰

Cash Flow & Expenses

Upload bank statements and let AI categorize everything. No Plaid, no bank login required.

Netflix -$15.99
Whole Foods -$127.43
Salary Deposit +$8,500
🏠

Real Estate

Track property values, mortgages, and rental income. Update valuations as your properties appreciate.

Beach House
Miami, FL
$1,250,000
Downtown Condo
Austin, TX
$485,000
💼

Private Equity

Track startup investments, funds, and alternative assets with periodic valuation updates.

Series B Fund $250,000
TechCo (Angel) $50,000
RE Fund III $175,000

How statement processing works

For cash flow tracking, here's how we transform your bank statements into actionable insights.

1

Upload your statements

Drop in bank statements, brokerage reports, or credit card PDFs. We support PDF and CSV formats from virtually any institution. No Plaid, no bank login — just the files you already have.

  • PDF statements from any bank
  • CSV exports from brokerage accounts
  • Multiple files at once
📄
Drop your statements here
PDF, CSV supported
📕 chase-statement-jan.pdf
📗 fidelity-trades.csv
2

AI extracts and categorizes

Our AI reads your statements, extracts every transaction, and automatically categorizes them — Housing, Utilities, Food, Insurance, and more. It learns your spending patterns to get smarter over time.

  • Automatic income/expense detection
  • Smart category assignment
  • Learns your patterns over time
Upload
2
Processing
3
Review
4
Done
Processing your statements...
2 / 7
statements
74
transactions found
Date Merchant Type Category Amount
Jan 15 Salary Deposit Income Payroll +$8,500.00
Jan 2 Chase Mortgage Expense Housing -$2,847.00
Jan 18 Netflix Expense Entertainment -$22.99

We're analyzing your statements to learn your spending patterns. This helps us categorize future transactions automatically.

3

Quick review, then you're done

Review the AI's categorizations, make any corrections, and confirm. The more you teach it, the smarter it gets. Most users accept 90%+ of categorizations without changes.

  • One-click approval for most transactions
  • Easy correction when needed
  • AI learns from your corrections
Review Categorizations 74 transactions
Spotify - $10.99
→ Entertainment
Auto-accepted
State Farm - $142.00
→ Insurance
Auto-accepted
WIRE TRANSFER - $2,500
→ Needs review

Everything comes together

Once your data is in, Bukdin unifies everything into a single view. Track your net worth, monitor progress toward FIRE, and run what-if scenarios.

📈
Stocks
$847,250
🏠
Real Estate
$1,735,000
💼
Private Equity
$475,000
💵
Cash
$101,582
Total Net Worth
$3,158,832
FIRE Progress
128%

Your data stays yours

Other tools
  • Require bank login via Plaid
  • Store your credentials on their servers
  • Can access your accounts anytime
  • Third-party data sharing risks
Bukdin
  • Upload statements directly — no login
  • We never see your bank credentials
  • You control what data you share
  • No third-party account access

Ready to take control?

Start tracking your entire portfolio in minutes. No credit card, no bank login required.

Start Free Trial
No credit card
No bank login
Setup in 5 minutes