Your wealth, unified.
Upload investment app screenshots to extract & analyse your portfolio. OCR runs entirely in your browser.
Investment Activity
Stocks · ETFs · Mutual Funds · Gold · Thai SET stocks
Drop screenshots from any investment app
Everything You Need to Track Your Wealth
From OCR extraction to AI-powered insights, Convest gives you a complete picture across every broker and asset class.
Multi-App OCR
Extract transactions from Dime and Finnomena screenshots automatically. Supports history lists, single receipts, and fund switches.
4-Way Wealth Breakdown
Unified THB view across US Stocks & ETFs, Thai Mutual Funds, Gold (YLG/MTS), and Thai SET Stocks. One dashboard for everything.
Smart Analytics
P&L tracking, dividend summaries, correlation matrix, portfolio timeline, S&P 500 benchmark, and per-asset deep dives.
Forward Dividend Forecast
Projected annual income with withholding tax by domicile (US 30%, TH 10%). Dividend calendar with past and future payments.
Portfolio Risk Scoring
Beta-weighted composite risk score with a visual gauge. Understand your portfolio's sensitivity to market movements at a glance.
AI-Powered Insights
HHI concentration analysis, allocation drift detection, Smart Money alignment, investor profiling, and rebalancing nudges.
Goal Tracking
Set financial goals with target amounts and dates. Track progress with visual bars and projections showing when you'll reach each milestone.
LINE Integration
Check your portfolio, get price alerts, and receive financial news directly in LINE. Set one-shot alerts like “/alert JEPQ < 50”.
CSV Import
Import historical data from brokerage exports with flexible column mapping. Supplement OCR with bulk data from any source.
Privacy-First Architecture
OCR runs entirely client-side with Tesseract.js. No raw screenshots or transaction data ever leave your browser. Row-level security on all stored data.
Full Thai Language Support
Complete TH/EN toggle with 130+ translation keys. Thai OCR with Buddhist era date conversion, fuzzy month matching, and Thai text normalization.
And Much More
What-If simulator, portfolio projection, tax optimizer (SSF/RMF/ESG), shareable portfolio cards, wealth-tier themes, Sankey flow charts, and CSV/HTML export.
Upload screenshots or add transactions to see analytics.
Cash & Exchange Activity
Upload Dime Cash Activity screenshots — THB, Dime FCD, or Exchange sub-tab
Cash & Exchange
Upload cash screenshots to see exchange activity.
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