Build a wealth statement without opening a spreadsheet.
Before a bank meeting, a loan application or a visit to a notary, the same thing is asked for: what you own, what you owe, on a date. Most people rebuild it by hand every time. If your accounts are already in Avuru, it is a button.
What this document is not
- It is not advice. No target allocation, no product named, no grade on your choices — the notice is on the document itself.
- It is not an audit. The figures are those of your tracked accounts and your own entries; nobody certifies them.
- It is not a suitability report or a regulatory file. Your adviser produces those, not us.
What it saves you
- A dated record with assets and liabilities separated correctly — a loan stays a liability even when its balance is stored as a positive number.
- Holding structures where there are any: entity, share, right, and the total net of share beside the gross.
- A clean PDF through the browser's print function, with no menu or sidebar.
- A CSV export with documented, versioned columns, for your adviser's tool.
Three steps, and nothing to re-type.
Import, or type.
PDF statement, photo, CSV or OFX: Avuru pulls the transactions out. You can also enter an account by hand in thirty seconds. Automatic bank connection is still being built — better said here than discovered after signing up.
Property, REITs, metals, watches.
A name and today's value are enough. The rest — purchase price, date, quantity, location — is optional and folded away. Values are the ones you declare: Avuru never revalues a holding on your behalf.
If it is more complicated than "all mine".
A property company, a joint estate, a usufruct can be declared and flows through to the statement. If you own everything directly, this step does not exist — it never even appears.
What it costs.
The wealth statement is part of the Plus plan: €15.99 a month, or €149.99 a year. The free tier asks for no card and every paid plan opens a 14-day trial. Payments are not open yet: early adopters come in with 3 months of Plus free.
Frequently asked
What is a wealth statement?
A dated record of what you own and what you owe on a given date. It lists your assets, your liabilities and the resulting net worth. It is the document people ask for before a bank meeting, a loan application or a visit to a notary.
Is Avuru's wealth statement free?
It is part of the Plus plan, at €15.99 a month or €149.99 a year, and every paid plan opens a 14-day trial. The free tier asks for no card.
Is this investment advice?
No, and that is printed on the document itself. The statement presents your declared situation on the date shown. It recommends no allocation, names no product and grades no choice.
Where do the figures come from?
From the accounts you track in Avuru and the holdings you entered. A declared value stays yours: Avuru never revalues a holding on your behalf.
Can I export it as a PDF?
Yes, through your browser's print function, which produces a clean PDF with no menu or sidebar. A separate CSV export, with documented and versioned columns, goes to your adviser.
Does the statement account for a company or a dismembered asset?
Yes. If you have declared your holding structures, each line carries the entity, the share and the right, and the statement shows both the gross total and the total net of share.
The next meeting, without the all-nighter.
The demo opens with no account and no email. The free tier asks for no card.
Start for free