Bank AI
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Wealth providers
200+
Markets
11
Custody
Read-only
AI
Native

  • Built on licensed open banking, not CSV imports

    Bank AI uses PSD2-licensed Account Information Service Providers to read positions directly from brokers, banks and life-insurers. No screen-scraping, no exports, no stale data.

  • One picture across cash, brokerage, life-insurance and crypto

    Trade Republic, Hargreaves Lansdown, Saxo, Degiro, Fineco, BoursoBank, plus the major crypto exchanges and the largest French assurance-vie underwriters - all in the same app, in the same currency.

  • AI-native, not a dashboard with a chatbot bolted on

    Ask plain-language questions about exposure, performance, dividends, tax wrappers and risk. Bank AI sees your full multi-broker picture, so the answers are real, not generic.

Brokers and trading platforms(13)

Life insurance, pensions and wealth wrappers(17)

Banks with a wealth or brokerage arm(28)

Honest take: the European wealth-aggregation universe is asymmetric. France's assurance-vie market alone is around two trillion euro of household wealth, which is why so many French insurers and wealth-distribution platforms appear here. We are honest about gaps - if your provider is missing, write to us at info@stolenorbit.com.

More providers shipping through 2026

Bank AI's coverage map expands continuously through our open-banking partners. If you rely on a broker, pension or wealth platform that is not yet listed - especially Interactive Brokers, Scalable Capital, Trading 212, Vanguard or your local pension provider - tell us and we will prioritise. The coverage map is contractual, not aspirational.

221+ wealth-capable institutions tracked in the Bank AI inventory.

InvestingYour tax wrappers, surfaced correctlyConnect every broker, every wrapper
United KingdomStocks & Shares ISA, SIPP, GIAHeld positions read directly from FCA-regulated UK brokers.
FrancePEA, assurance-vie, PER, compte-titresMajor assurance-vie underwriters and ACPR-regulated brokers covered.
GermanyDepot, ETF SparplanTrade Republic and Saxo Depot positions surfaced alongside cash.
ItalyConto titoli, PIR, fondiFineco, Mediobanca Premier and the major banking groups covered.
SpainCuenta de valores, fondosCaixaBank and Sabadell brokerage positions covered today.
IrelandETF and equity holdingsPan-European brokers (Trade Republic, Saxo, Degiro, eToro) covered today.
NetherlandsBeleggingsrekeningDegiro, Trade Republic and the major crypto exchanges covered today.

  • How is my portfolio performing in EUR this year?

  • What is my total exposure to US tech across all brokers?

  • What dividends did I receive in the last tax year?

  • Show my UK ISA and SIPP allocation side by side.

  • Which holdings overlap between my Trade Republic and Hargreaves Lansdown accounts?

  • How much of my wealth is in cash, equities, bonds and crypto?

Can Bank AI track my investments and not just my bank accounts?

Yes. Bank AI was designed from day one as a money app, which includes investments. We connect to brokers, life-insurance and assurance-vie underwriters, pension providers and crypto exchanges via PSD2-licensed open-banking partners, and surface positions, balances and performance alongside cash accounts.

Which brokers and wealth platforms does Bank AI connect to today?

Bank AI's wealth coverage today includes Trade Republic, Saxo Bank, Degiro, eToro, Hargreaves Lansdown, AJ Bell YouInvest, Fineco Bank, BoursoBank, Bourse Direct, EasyBourse, Mediobanca Premier, the major French assurance-vie underwriters (Abeille, Afer, AG2R La Mondiale, Allianz, Cardif, Generali, Suravenir, Spirica, SwissLife) and the major crypto exchanges (Binance, Bitpanda, Coinbase, Kraken, Crypto.com). The full list is on this page.

Does Bank AI support my ISA, SIPP, PEA or assurance-vie?

Yes, where the underlying broker or insurer exposes the holdings to a PSD2 AISP. Stocks & Shares ISAs, SIPPs and GIAs are covered through UK brokers; PEAs, PER and assurance-vie wrappers are covered through major French banks and insurers; German Depots and ETF Sparplane are covered through Trade Republic, Saxo and the brokerage arms of major banks.

Can Bank AI execute trades for me?

No. Bank AI is read-only by default. We surface positions and let you act on them inside your existing broker or wealth platform. Payment Initiation is on the roadmap and will run as a separate, explicitly authorised flow.

How is multi-currency handled?

Every holding is normalised to your home currency at the daily mid-market rate. The original currency is preserved on each position so you can still see local-currency performance.

How does Bank AI compare to Sharesight, Snowball Analytics or a manual spreadsheet?

Most portfolio trackers either rely on broker CSV imports (manual, error-prone) or limit you to a single market or asset class. Bank AI uses licensed open-banking connections, covers cash and investments in the same view, supports the EU's wealth wrappers (assurance-vie, PEA, PIR), and answers questions in plain language.

Is the data secure?

Yes. Bank AI's aggregation runs through PSD2-licensed AISPs supervised by national regulators (FCA, BaFin, ACPR, Banca d'Italia, Banco de Espana). Data is stored in EU regions, encrypted with TLS 1.2+ in transit and AES-256 at rest. Bank AI never sells personal data.

What is the difference between a broker and a 'wealth' provider in Bank AI?

Brokers are platforms where you place trades (Trade Republic, Saxo, Degiro). 'Wealth' providers in Bank AI are life-insurers, assurance-vie underwriters, pension providers and asset managers that hold investments inside a tax wrapper - like AXA, Allianz, Generali, Abeille, Afer or AG2R La Mondiale. Bank AI surfaces both.

What about crypto?

Bank AI covers the major crypto exchanges (Binance, Bitpanda, Coinbase, Kraken, Crypto.com) and pulls balances and positions read-only via the exchange API. Hardware wallets and self-custody are on the roadmap. Bank AI itself never custodies crypto.

How do I add a broker that is not on this list?

Write to info@stolenorbit.com with the broker name and your country. Coverage expands continuously through our open-banking partners; we prioritise providers our users actually use.

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