Veldran
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Built for people who manage their own wealth

Your entire wealth. One clear picture.

See investments, savings, crypto and property together in one clear net worth picture. Track your progress and make more informed financial decisions.

Create free accountSee how it works
Free plan availableNo credit card requiredNo brokerage connection required to get started.
app.veldran.com
Veldran dashboard showing net worth, accounts, assets and performance
Multi-assetStocks · ETFs · Crypto · Cash · Property
Multi-currencyEUR · USD · GBP · CHF and more
Market pricesDaily refresh on eligible plans
Accounts & workspacesOrganize wealth across financial accounts
Bring it together

Your portfolio. Your way.

Connect an account, import your holdings or start with a screenshot. Choose the easiest way to bring your wealth together.

01

Connect your investments

Link a supported brokerage account to bring your holdings into Veldran and keep them synchronized.

Interactive BrokersDEGIROTrading 212+ more
Via SnapTrade. Availability and connection limits depend on your plan.Connect an account
02

Import your existing portfolio

Already have a spreadsheet or broker export? Import a CSV instead of entering every position.

Map your columns, review your positions, then confirm.Start with a CSV
03

Turn screenshots into a portfolio

Upload a screenshot of your holdings, review the positions detected by AI, and choose what to import.

Check the details — AI can miss or misread a position.See the screenshot demo

Prefer complete control? You can also add your assets manually.

Understand your wealth with AI

Get a concise AI-powered analysis of your portfolio, highlighting allocation, concentration, passive income, goals and notable changes.

Analysis only · Not financial advice
AI Wealth Analysis product screenshot
Security & Privacy

Your wealth. Your control.

Understand your entire financial picture without giving Veldran control over your investments.

Read-only access requested

Veldran requests read access through SnapTrade. It doesn't offer trading or withdrawal features.

No brokerage passwords collected

Connect through SnapTrade without giving Veldran your brokerage password.

Encrypted connection secrets

Stored brokerage connection secrets are encrypted before database storage.

Private by default

Public portfolio sharing is off by default. You decide whether to enable it.

Learn how Veldran handles your dataMeet the founder

Screenshot import sends your images to OpenAI for analysis. See our Privacy Policy for details on data handling and service providers.

Privacy PolicyTerms of Service
Discover Veldran on Product Hunt
One financial picture

Your wealth shouldn't live in eight different places.

Brokers, banks, savings, crypto and retirement accounts each tell only part of the story.

Everything you own, finally in one place.

Bring it together
YOUR WEALTHVELDRANOne clear picture
InvestmentsStocks, ETFs, bonds & funds
Cash & savingsBank accounts, Livret A, LDDS
CryptoBTC, ETH & more
RetirementPEE, PER, 401(k)…
Real estateProperty & other assets
And moreCustom assets
Smart import

From screenshot to portfolio, with you in control.

See how AI helps turn a screenshot into positions you can check, correct and select before saving.

Import your portfolio
Illustrative demo · no upload
01Drop a screenshot
Veldran dashboard showing net worth, accounts, assets and performance
02Detect positions
MMicrosoft
MMSCI World ETF
BBitcoin
03Review & import
Ready to import
Clarity at every level

More than a portfolio tracker.

Turn a scattered set of holdings into a useful view of allocation, performance and total wealth.

Veldran portfolio allocation analysis screen

Understand your allocation

See how wealth is distributed across asset classes.

Veldran dashboard showing net worth, accounts, assets and performance

Know what's performing

Follow values and performance from one clear overview.

Veldran real estate portfolio tracking screen

Track more than investments

Include cash, savings and property alongside market assets.

Wealth projection

Don't just track your wealth. See where it's going.

Model compound growth with your current wealth, planned monthly investing and an assumed annual return. Projection is available on Gold.

See your future wealth
Veldran wealth projection showing compound growth over time
Portfolio incomeAnnual estimate
Estimate only — not received cash
Passive income

See the income your wealth is building.

Estimate recurring annual income across supported dividends, distributions and other configured income sources.

Track passive income
Progress

Wealth is a journey. Make progress visible.

Veldran marks completed, current and upcoming milestones without losing sight of the long-term goal.

FoundationAchieved
2Current progressIn progress
3Next milestoneAhead
Plans

Start free. Upgrade when you need more.

Real plan prices and limits, with a seven-day trial for eligible new Silver and Gold subscribers.

Free

Track your wealth essentials.

$0.00
  • Up to 3 accounts
  • Up to 3 accounts and 25 positions
Create free account
Preferred

Silver

Analyze your wealth with advanced insights.

Billing period · Silver
  • Advanced analytics and income tracking
  • 1 brokerage connection with automatic sync
  • Up to 10 accounts and 50 positions
Start 7-day trialPayments processed by Stripe · Cancel anytimePayment method required. Billed at the selected price after 7 days.

Gold

Plan and manage your complete financial life.

Billing period · Gold
  • Wealth projection and budgeting
  • Unlimited brokerage connections
  • Unlimited accounts and positions
Start 7-day trialPayments processed by Stripe · Cancel anytimePayment method required. Billed at the selected price after 7 days.

Your entire financial picture. Starting at just $5.99/month.

Track, understand and take control of your wealth.

Swipe to compare plans. Feature names stay in view.

Plan feature comparison
FeatureFreeSilverGold
Portfolio & wealth tracking3 accounts25 positions10 accounts50 positionsUnlimited accountsUnlimited positions
Allocation & diversificationIncludedIncludedIncluded
CSV imports1,000 rows/import1,000 rows/import1,000 rows/import
Brokerage connections & syncNot included1 connectionAutomatic synchronizationUnlimitedAutomatic synchronization
Dividend & income trackingNot includedIncludedIncluded
AI portfolio analysis · Wealth BriefNot included10 analyses/month30 analyses/month
Monthly wealth recapNot includedIncludedIncluded
Wealth projectionsNot includedNot includedIncluded

Compare portfolio limits above to find your fit. Connections require a supported brokerage.

Start 7-day trial · Silver
How we handle your data: Privacy Policy
FAQ

Questions, answered.

Is Veldran free?

Yes. The Free plan supports up to three accounts and 25 positions. Paid plans add higher limits and advanced tools.

Which assets can I track?

Veldran supports investments, funds, crypto, cash, savings, property and other manually entered assets.

How do imports work if a position is not recognized?

For CSV imports, map your columns and review the positions. For PNG, JPEG or WebP screenshots, check the AI results before saving. If a match is missing or wrong, search for the asset, correct the details or skip the row. You can add a missed position manually.

Do I have to connect an account? Is my broker supported?

No connection is required: CSV, screenshots and manual entry are available. For brokerage sync, check the institutions available in the SnapTrade connection flow. Support varies by institution, and your plan must include brokerage connections with an available connection slot.

How are market prices updated?

On eligible plans, supported market prices are refreshed daily to update valuations. These are not real-time quotes. Brokerage synchronization is separate: it updates the holdings in a connected account, subject to your plan and the connection status.

Can I cancel my trial?

Eligible new Silver and Gold subscriptions include seven free days, then billing begins at the selected price. A payment method is required and you can cancel anytime.

The whole picture

Your wealth is already growing. Start seeing the whole picture.

Create your first portfolio and bring your financial picture together.

Create free accountSign in
No brokerage connection required to get started.
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