- Coverage
- 200+ providers
- Refresh
- Daily
- Access
- Read-only
Live positions, not stale exports
Bank AI reads positions through PSD2-licensed AISPs, so the picture refreshes itself. No CSV exports, no broker-by-broker login juggle, no out-of-date prices.
Every wrapper, every market
ISA, SIPP, GIA in the UK; PEA and assurance-vie in France; Depot in Germany; PIR and conto titoli in Italy; cuenta de valores in Spain. The wrapper structure is preserved so the picture matches your tax position.
Multi-currency, mid-market
Every holding is normalised to your home currency at the daily mid-market rate. The original currency stays visible on each position, so local-currency performance is still legible.
- 01
Connect via PSD2
Pick your broker, pension or wealth provider from the list of 200+ supported institutions and authorise read-only access via Strong Customer Authentication.
- 02
Positions in minutes
Holdings, cost basis where the broker exposes it, dividends and live valuations sync in minutes. No CSV import, no broker-by-broker login juggle.
- 03
One picture
See total wealth, asset allocation, dividend stream and per-broker P&L in one place, in your home currency. Drill into any position to see the underlying asset and the wrapper that holds it.
221+ wealth-capable institutions tracked in the Bank AI inventory. The full grouped list - brokers, wealth-insurance, bank wealth and crypto - lives on the Investing pillar.
Investing →- Alternative
Sharesight alternative
How Bank AI compares to Sharesight: PSD2 open banking, multi-currency net worth, and an AI assistant - built for UK and EU investors.
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Snowball Analytics alternative
How Bank AI compares to Snowball Analytics: PSD2 open banking, cash + investments + crypto in one app, and an AI assistant on top.
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Emma alternative
How Bank AI compares to Emma: investments, pensions and crypto first-class - not a spend dashboard with a side panel.
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Plum alternative
How Bank AI compares to Plum: a read-only view across the brokers and banks you already use - not another platform that holds your money.
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Snoop alternative
How Bank AI compares to Snoop: cash, investments, pensions and crypto in one view - not a UK-only bills dashboard.
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Cleo alternative
How Bank AI compares to Cleo: an AI-native money app built for UK and EU investors, brokers, ISAs, SIPPs and PEAs - not US credit products.
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Moneyhub alternative
How Bank AI compares to Moneyhub: same PSD2 open-banking foundation, wider EU coverage, crypto in scope, and a built-in AI assistant.
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Finanzguru alternative
How Bank AI compares to Finanzguru: multi-Depot, multi-broker, multi-crypto-exchange aggregation with an AI assistant - pan-EU, not just Germany.
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Bankin' alternative
How Bank AI compares to Bankin': PEA, assurance-vie, PER, brokers and crypto in one daily-refreshed view, with an AI assistant on top.
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Parqet alternative
How Bank AI compares to Parqet: PSD2 open banking instead of CSV imports, cash + Depots + crypto in one view, with an AI assistant on top.
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- Broker
Trade Republic
Pan-European broker with an EU banking licence; Depot, ETF Sparplan and cash all surfaced in Bank AI.
→ - Broker
Saxo Bank
Danish investment bank with 50+ market reach; multi-asset positions surfaced in Bank AI.
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Degiro
Amsterdam-based pan-EU broker, part of flatexDEGIRO; positions surfaced in Bank AI.
→ - Broker
eToro
Multi-asset social-trading platform; stocks, ETFs, crypto and CFDs surfaced in Bank AI.
→ - Broker
Hargreaves Lansdown
UK platform with deep ISA, SIPP and GIA coverage; positions surfaced in Bank AI.
→ - Broker
AJ Bell YouInvest
UK platform with deep SIPP, ISA and Junior ISA coverage; positions surfaced in Bank AI.
→ - Broker
Fineco Bank
Italian direct bank with multi-currency conto titoli; positions surfaced in Bank AI.
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BoursoBank
ACPR-supervised French online bank with PEA, compte-titres and assurance-vie; positions surfaced in Bank AI.
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Does Bank AI support ISAs, SIPPs and other UK wrappers?
Yes. Bank AI surfaces holdings inside Stocks & Shares ISAs, SIPPs and General Investment Accounts via licensed UK brokers, and groups them by wrapper so the picture matches your tax position.
How often does Bank AI refresh my portfolio?
Bank AI refreshes positions daily via PSD2-licensed open-banking partners. Strong Customer Authentication is enforced every 90 days as PSD2 requires; in between, refreshes happen automatically without your action.
Can Bank AI track positions in multiple currencies?
Yes. Every position is normalised to your home currency at the daily mid-market rate, while the original currency is preserved on each holding so local-currency performance is still visible.
Is Bank AI a Sharesight or Snowball Analytics alternative?
Bank AI is built on licensed open-banking connections rather than CSV imports, covers cash and investments in the same view, supports the EU's wealth wrappers (assurance-vie, PEA, PIR) that ANZ-focused trackers do not, and answers questions in plain language. The needs overlap; the tradeoffs differ.
Does Bank AI track dividends and corporate actions?
Bank AI surfaces dividends, distributions and major corporate actions (splits, mergers) where the underlying broker exposes them through the open-banking connection. Coverage varies by broker; the broker's own statement remains the system of record for tax filing.
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