100% Independent — We Don't Manage Money | No Conflicts — We Don't Sell Products | 100% Satisfaction Guaranteed
100% Independent — We Don't Manage Money | No Conflicts — We Don't Sell Products | 100% Satisfaction Guaranteed |
Your Statement Shows Dozens of Numbers.
But Often, Not the Ones
That Matter Most.
You get account balances. Holdings. Transactions. Realized gains for tax season.
But what about the simple questions every investor deserves answered: "What was my actual rate of return — and what have I paid in fees — since I opened this account?"
Often, the answers aren’t there. And without them, you can't evaluate whether your investment decisions — or your advisor's decisions — actually worked.
Without your actual results, you can't:
Compare to what you could have earned with a simple index fund
Understand if the fees you're paying delivered value
Evaluate whether the risk you took was actually rewarded
Three Minutes to Clarity
Powered by patent-pending analytics
UPLOAD TO
STATEMENT ANALYTICS
Securely upload your PDFs through our encrypted portal. Your data is protected end-to-end, never stored beyond analysis, and never shared — period. Our AI-powered extraction handles the rest, so there’s nothing to fill out or configure. Just drag, drop, and you’re done.
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DOWNLOAD YOUR
STATEMENTS
Log in to your brokerage account and download your statement PDFs — it only takes a minute. We work with Schwab, Fidelity, Vanguard, TD Ameritrade, Morgan Stanley, Merrill Lynch, and most major brokerages. Not sure where to find them? We'll walk you through it.
minute 1
SEE YOUR
RESULTS
Get your Statement Analytics Grade plus the full breakdown behind it — your actual rate of return, every dollar paid in fees, and the risk in your portfolio. See how your results compare to standard benchmarks matched to your asset mix. No estimates, no guesswork — just your numbers, clearly presented.
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Want to learn more about what your statement should show you?
We use a secure connection
We do not store your data
We adhere to compliance standards
We only calculate data.
We never access your account
Why Statement Analytics Is Different
Most tools that analyze your investments are built by companies that also want to manage your money — or sell you products.
That creates a conflict. Statement Analytics is different. We operate with zero conflicts of interest. Built on patent-pending technology that calculates what most tools can’t — from unstructured brokerage statements, not data feeds or account links.
Sell investment products, securities, or financial instruments
We will Never
Accept commissions, referral fees, or kickbacks from advisors or brokers
Receive compensation based on your investment decisions
Share your data with financial product providers for marketing
Manage money or provide investment management services
Our sole source of revenue is the fee you pay directly to us for analysis.
Statement Analytics provides investment performance auditing tools, fee analysis, and portfolio analytics for informational and educational purposes only. We do not provide investment, financial, tax, legal, accounting, or fiduciary advice. We are not registered with the SEC or FINRA because we do not provide investment advice.
The Statement Analytics Score answers the three questions every investor deserves:
COST COMPARISON SCORE
"How do my costs compare to similar accounts?"
Benchmarks your total fees against industry data for accounts your size.
Patent-pending methodology
Your Complete Performance Picture
"How much of the market return did I keep?"
Compares your net return to standard benchmarks matched to your actual asset mix.
Patent-pending methodology
MARKET CAPTURE SCORE
RISK REWARD SCORE
"Did taking risk actually pay off?"
Measures whether the volatility in your portfolio was compensated with returns.
Patent-pending methodology
Your overall score (0-100) with assessment:
0-39 = Review Recommended
Significant concerns identified
40-54 = Review Suggested
Multiple areas below typical range
55-69 = C
Fair, some dimensions warrant attention
70-84 = B
Good, with minor areas for improvement
Strong performance across returns, fees, and risk
85-100 = A
Note: Scores below C receive descriptive assessments rather than letter grades.
Your downloadable PDF report includes:
Overall Statement Analytics Score
(0-100 with letter grade A/B/C or assessment)
Complete fee analysis with industry comparison
Detailed breakdown of all three component scores
Personalized questions to ask your advisor
Performance chart: Your portfolio vs. your Historical Allocation Benchmark
Full methodology disclosure
Sample report shown for illustration purposes. The Statement Analytics Score represents our analytical opinion using proprietary methodology. It is not a statement of fact about advisor competence or ethics. This is historical analysis for informational purposes only — not investment advice. Past performance does not guarantee future results.
Simple, Transparent Pricing
No hidden fees. No upsells. 100% Satisfaction Guaranteed.
$0 FREE
(normally $99)
Trial Analysis
Free for our first 1,000 customers
Includes patent-pending performance and fee analysis
✓ Single account analysis
✓ 24-months of performance reporting
✓ The Statement Analytics Grade
✓ All three component scores
✓ Downloadable PDF report
✓ Questions to ask your advisor
✓ 100% Satisfaction Guaranteed
✓ Unlimited account analyses
✓ Unlimited statement history
✓ Ongoing statement uploads anytime
✓ All household accounts (same address on statements)
✓ Priority customer support
✓ 100% Satisfaction Guaranteed
Annual Subscription
$249
/year
Best for households with multiple accounts
Includes patent-pending performance and fee analysis
Renews annually. Cancel anytime online.
• 100% Satisfaction Guarantee: Not satisfied? Contact us for a full refund. • Annual Subscription renews automatically at $249/year until cancelled
• Email reminder sent 15+ days before renewal. • Cancel anytime via account dashboard — no phone call required. • Payments processed securely by Stripe.
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Frequently Asked Questions
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