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MY WEALTHPersonal finance

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YOUR FINANCIAL OVERVIEW

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MY WEALTH · BUILD 2026.11.12.25
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PLAN A PAYMENT

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TRANSACTION

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PORTFOLIO

Investments

PORTFOLIO IMPORT

Import eCAS statement

Select a CDSL eCAS PDF. The parser previews every holding and blocks import unless the statement totals reconcile.

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Investment transactions

HISTORICAL CLEANUP

Review possible self transfers

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Previously reconciled

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REPORT OPTIONS

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PERSONALISE

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WHAT YOU OWN

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WHAT YOU OWE

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YOUR PRIVATE CLOUD

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Create a Supabase project, run the SQL in the supplied setup file, then enter your Project URL and anon/public key. Do not use a service_role key.

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