See bank fees and subscriptions on your statement PDF
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
CA
Pricing model
Freemium
Freemium
Pricing
Free: $0. Pro: $12.99/month or $99/year (save 36%).
Free: $0 USD (one statement per month). Pro: $5.99 USD per month or $47 USD per year (save 35%). Pro Canada: $7.99 CAD per month or $64 CAD per year. Sales tax applies where applicable.
Key features
Automatic brokerage sync through SnapTrade on Pro
Manual entry of bank, retirement, and cash balances
Keyless crypto wallet tracking by public address
Ask Ascend AI copilot for portfolio questions
Time-weighted returns vs. S&P 500 benchmark
Retirement projection with Monte Carlo scenarios
Weekly Rundown portfolio report on Pro
Up to 10-stock Watchlist with research on Pro
Real estate tracking with FHFA estimates
Upload bank statements in PDF format
Identify and list all bank fees
List all subscriptions found in statements
Categorize all charges automatically
Process statements locally without uploading
Annual fee estimates for each bank charge
Tips on negotiating with banks to remove fees
Download charges as spreadsheet
See spending breakdown by month
Support for major US and Canadian banks
What makes it different
Read-only design means Ascend cannot trade or move money
No private keys ever required for crypto tracking
Data encrypted at rest with separate key protection
Financial data never sold to advertisers or brokers
No bank login or account required to analyze first statement
PDF never leaves your device
Converts fees to annual figures for easy comparison
Ascend
Expenvo