Valued is self-serve portfolio software for private investors and family offices, covering funds, start-ups, real estate and securities, with a free plan. Zahlenwerk is a workspace for a family office's fund investments, the documents behind them, and the books per legal entity.
As of October 22, 2026. Statements about Valued are what Valued publishes about itself; the sources are at the end of the page.
| Zahlenwerk | Valued | |
|---|---|---|
| Published price | From €199 a month, on the pricing page | Free plan; Investor €99, Professional €299, Family Office €499 per four weeks, net, published |
| What the price depends on | The package, priced per team. Not assets under management | AI credits (one credit reads one page) and users; not a percentage of assets |
| Getting started | Beta, by waitlist. No implementation project | Self-serve, with a free plan without time limit or card |
| Fund statements and notices | Forward or upload. Parsed into records; fields below the confidence bar wait for a person | Upload or e-mail in; read by AI, checked, and booked only after a person approves |
| Figure back to its source | Every figure links to the page of the document it was read from | The source document stays attached to each booking |
| Books per legal entity | Included: chart of accounts, bank transactions, coding, loans and interest, per legal entity | Not described on valued.com; documents can be sent to a tax adviser's DATEV (Family Office plan) |
| Claude and ChatGPT | Built-in assistant. Claude and ChatGPT connect over OAuth with the user's own permissions | ChatGPT and Claude from the Professional plan; own MCP applications on the Family Office plan |
| German | Website and documentation in German; the app is in English | Website in German and English |
Valued is cheaper, has a free plan without a time limit, and you can sign up today without a waitlist. It covers more asset classes than we do: securities depots with dividends and a tax year per depot, rental property with loans and yields, and start-up cap tables by round.
Like us, it reads documents with AI and books nothing until a person approves it, and it hosts in the EU. For a private investor or an angel with a mixed portfolio, it is a strong choice.
If you track your own portfolio, start with Valued's free plan. Zahlenwerk costs more because it does different work: a full set of books per legal entity next to the positions, every figure linked to the page it came from, and roles for a larger team. If you do not need those, Valued is the better buy.
Both turn a statement into a proposal that a person approves. Zahlenwerk links each figure to the page of the document it was read from, holds fields below a confidence bar for review, and books the result into the ledger of the entity that holds the position.
Yes. Some families keep depots and property in one tool and the office's fund investments and books in another. You can export everything from Zahlenwerk, so nothing is locked in.
Forward one quarter's statements and compare what comes out with the workbook you already trust. That is how the firms in the beta started, and it is a better test than any comparison page.