Every holding, every provider, one clear view
Wavecraft brings together accounts from different brokers and exchanges into a single dashboard, with AI-assisted summaries that highlight what actually matters.
Scattered holdings make good decisions harder
Families managing investments across several providers often lose track of overall allocation, duplicate positions, and fees. Wavecraft was built to pull that information together without forcing anyone to switch brokers.
What Wavecraft does
A practical set of tools focused on clarity, not complexity.
Unified Portfolio View
Connect accounts from multiple brokers and exchanges and see combined positions, cash balances, and allocation in a single dashboard, updated as your data syncs.
AI-Assisted Summaries
Plain-language summaries highlight changes in concentration, exposure, and performance so you don't have to dig through spreadsheets to spot what shifted.
Cross-Provider Reconciliation
Wavecraft matches and de-duplicates positions held across providers, reducing the chance of double-counting the same asset under different account labels.
Allocation Breakdown
View your holdings by asset class, sector, or geography, drawn from data across all connected accounts rather than one provider's limited lens.
Historical Tracking
Follow how your combined portfolio has moved over time, with a consistent baseline even as you add or close accounts with different institutions.
Family-Level Grouping
Organise accounts by household member or goal, so shared finances stay legible without merging everyone's holdings into one indistinct pile.
How the pieces fit together
Start from where your money already is
Rather than asking you to move assets or close accounts, Wavecraft connects to your existing brokers and exchanges and reads your holdings into one dashboard. The goal is visibility, not disruption.
As providers are added or removed over time, the dashboard adjusts automatically, so your combined view stays current without manual re-entry.
Summaries that point out what changed
Instead of scanning every line item after each market move, you get a short written summary of notable shifts — a sector that grew heavier, a position that drifted from its target weight, or cash that's been sitting idle.
These summaries are generated from your actual connected data and are meant to support your own review, not replace it.
Built for families, not just individuals
Many households split holdings across parents, joint accounts, and accounts held for children. Wavecraft lets you group and filter by person or goal, while still rolling everything up into one consolidated total when you need it.
Built around real household situations
You opened accounts with different brokers over the years for different reasons, and now logging into four apps just to check your allocation feels like a chore. Wavecraft consolidates that view into one dashboard.
Holdings spread across different exchanges can be hard to total accurately, especially with varying currencies and reporting formats. Wavecraft brings those positions together for a single combined picture.
Couples and families managing joint goals alongside individual accounts need a way to see both the household total and each person's contribution. Wavecraft supports both views without extra spreadsheets.
Features, in detail
Does Wavecraft require me to move my investments?
No. Wavecraft connects to your existing accounts to read and display your holdings; it is not a broker and does not require you to transfer assets.
What do the AI-assisted summaries actually cover?
They describe notable changes in your connected portfolio data, such as shifts in allocation or concentration, in plain language. They are a starting point for your own review, not financial advice.
Can I separate accounts by family member?
Yes. Accounts can be grouped by person or goal, and you can view either an individual breakdown or the combined household total depending on what you need.
Does the dashboard update automatically?
Connected accounts sync on an ongoing basis, so the consolidated view reflects your most recently available data from each provider without manual re-entry.
See your holdings in one place
Explore how Wavecraft consolidates accounts across providers into a single, clearer dashboard.