See bank fees and subscriptions on your statement PDF
Professional-grade trading software for retail traders
Stage
Not given
Not given
Founded
Not given
Not given
Based in
CA
AU
Pricing model
Freemium
Freemium
Pricing
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.
Free to download. Pro: US$5.99/month or US$59.99/year. CashDesk Pro: US$5.99/month or US$59.99/year. CashDesk Tax Return: US$39.99 one-off purchase (included with yearly plan). Prices vary by store and region.
Key features
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
Position sizing with prop-firm limits
Trading journal and performance analytics
Options payoff diagrams and Greeks analysis
AI multi-agent investment research
Tax reserve and budgeting for lumpy income
Volatility-based stop placement
Risk-reward modelling
Portfolio management and scenario modelling
GST/VAT/BAS worksheets
Mileage and asset depreciation tracking
What makes it different
No bank login or account required to analyze first statement
PDF never leaves your device
Converts fees to annual figures for easy comparison
Customizable charge categories
Specialist tools focused on decision quality before trade execution
Institutional-grade tools for retail traders
Compare 47 prop-firm evaluation plans by their actual rules
Built and used by a solo founder who trades with them
Free calculators available in browser without signup
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