Reviewed statement import
Preview parsed rows, mappings and duplicates before anything is confirmed.
A financial record you can inspect
See your whole financial position,with the record behind it.
Bring balances, investments, trade history and housing scenarios into one traceable workspace.
Private staging access. No public registration or external invitations.
TRACEABLE RECORDS / REVIEWED IMPORTS / RECONCILIATION / INVESTMENT ATTRIBUTION / HOUSING SCENARIOS / PROVIDER-DATED MARKETS / LOCAL-FIRST WORKSPACE
Inside FinPosition
See the whole position come together.
Balances, investments, market context and scenarios live in one workspace. Move between the recorded position, calculated movement and editable assumptions without losing the source behind a number.
Recorded position
Sign in to workspace Dated balances keep what you own and what you owe anchored to the financial record.
- Account, institution, currency, date and source remain attached.
- Missing historical values stay unavailable instead of becoming zero.
FinPosition intelligence
Every financial signal, understood in context.
FinPosition's local AI reads the language of Canadian financial records and connects activity across accounts. It distinguishes transfers from income, refunds from new cash, contributions from performance and mortgage principal from expense—then explains how those events reshape the complete position.
- Recognize
- Statement structure, transaction behaviour and the financial event behind each movement.
- Connect
- Accounts, holdings, liabilities, housing records and market movement in one position.
- Explain
- Net-worth changes, performance drivers, anomalies and reconciliation breaks in plain language.
- Improve
- Reviewed corrections become reusable context for more relevant future suggestions.
AI interprets the financial context. Deterministic models calculate, reconcile and preserve the record.
Source-linkedCalculation-backedReviewable
ILLUSTRATIVE BREAKDOWNSeptember position change
Intelligence activeNET WORTH MOVEMENT+$3,420
LOCAL AI EXPLANATION
Market movement was the largest driver of growth, while new contributions accounted for 35% of the increase.
02 / ATTRIBUTION
Price movement is attributed without absorbing deposits or income.
Data provenance
Market and policy context keeps its source.
Source identification does not imply partnership or endorsement.
BoCBank of CanadaPolicy and reference observations
One record, different questions
Facts, calculations and scenarios remain distinct.
A single financial record can answer more than one question without blurring what was observed, derived or assumed.
Record lens01 / 05
FACTUAL
Observed
Assets and liabilities
Dated balances show what you own, what you owe and what is still missing.
ObservedDerivedAssumed
Available now
Bring the records you already have.
Connectivity starts with explicit, reviewable inputs—not an institution logo wall.
Manual records and corrections
Add what a statement cannot express and preserve corrections in the audit trail.
Public financial observations
Bring delayed market, policy-rate and official release data through the Financial MCP gateway.
Local records, exports and backups
Keep the current owner workspace locally, with portable exports and integrity-checked backups.
Explicit inputsReviewable financial record
The method
From record to understanding.
The workflow preserves the difference between receiving a record and trusting what it means.
Step 01 · 04
Import
Preview the statement and identify its structure before persistence.
Structure identifiedA decision, not a verdict
See where the ownership premium actually goes.
Compare rent with ownership while keeping principal, interest, recurring costs, appreciation and opportunity cost separate.
Illustrative scenario5-year view
RentReference cost
01 / Mortgage principal
Principal reduces the modeled mortgage balance. It is kept separate from ownership cost.
Evidence layersActive layer · Recorded
Trust is a visible boundary
Know what the product can show—and what it cannot.
FinPosition preserves the difference between recorded facts, documented calculations, user-directed scenarios and unavailable inputs.
Recorded
Values, dates and sources stay distinguishable from the calculations built around them.
A clearer financial position
See the whole position. Keep every step inspectable.
Bring the records you already have into one workspace without losing where a value, calculation or assumption came from.
Current accessPrivate owner workspace available
Hosted owner access is active. Public registration and external invitations remain disabled.