Portfolio system for LPs & family offices
Visit the platform→At a glance
Quarterly reports and fund statements arrive as emails and PDFs. Our platform parses them into structured records, keeps a full audit trail, and connects the data to AI assistants via MCP, so you can ask your portfolio questions in plain language.
Overview
Limited partners and family offices receive their financial reality as a stream of emails and PDFs. Zahlenwerk Portfolio turns that stream into a portfolio system that always knows where the numbers stand.
The challenge
Financial data is trapped in unstructured documents. Getting it into a usable, trustworthy shape usually means hours of manual re-typing and no audit trail.
What we built
Forward a statement or upload a PDF and the platform parses it into structured records, keeps a full audit trail of every change, and connects the data to AI assistants via MCP, so you can ask your portfolio questions in plain language.
The result
Infrastructure instead of re-typing: a single, current, queryable view of a portfolio, ready for both people and AI.