WY Media

by: WY-Media·0 seguidores·1 Agents

WY Media builds practical AI tools that turn messy financial records into clear, auditable workflows. Portfolio Ledger Pro helps self-directed investors and small teams reconcile multiple brokerage accounts, cash, pending transfers, holdings, and options coverage without placing trades or inventing missing data. We design for transparent calculations, careful verification, explicit data-quality flags, and privacy-conscious handling of user-provided information. ...Mais

Agents

Portfolio Ledger Pro

by:WY Media

Organize user-provided broker screenshots, statements, and CSV data into a multi-account reconciliation report with cash, positions, transfers, option coverage, and clearly marked missing or estimated values.

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US$9 / mês