From broker statements to clean Excel — in minutes, not hours
Standardized holdings, transactions, and cash flows for investment reporting and analysis.
Built by an ex-wealth-tech PM. Designed for family offices and wealth managers.
Why investment reporting still takes too much time
Every broker uses a different statement format — nothing matches your Excel model
PDFs and non-standard exports force manual re-entry before analysis can begin
Holdings, transactions, and cash flows rarely reconcile cleanly
Small errors during consolidation create reporting and client-trust risks
What you get
Holdings
A clean snapshot of positions by asset, quantity, currency, and market value.
Transactions
Normalized buys, sells, dividends, fees, and corporate actions across brokers.
Cashflows
Deposits, withdrawals, income, and FX movements clearly categorized.
Delivered in a consistent Excel format, ready for performance, reconciliation, or tax workflows.
Data security & privacy
Hawk Wallet is built for professionals handling sensitive financial data.
Files are processed temporarily and automatically deleted after export
No long-term storage of statements or extracted data
Your files are never used to train AI models
No human reviews or accesses your uploaded files
See a real analysis-ready Excel output
Download the exact standardized format we deliver to wealth managers and family offices.
Who Hawk Wallet is designed for
Designed for
- Wealth managers and RIAs
- Family offices and investment offices
- Investment analysts and operations teams
Not designed for
- Day traders or retail trading workflows
- Crypto wallets or DeFi platforms
- Highly complex derivatives (for now)
Upload a statement
Upload directly if you're comfortable. Redacted files are OK.
Your Uploaded Files
Loading files...
Contact Us
Have a question or feedback? We'd love to hear from you!