The approach
Your documents. Your inbox. Your words.
Nothing shared with anyone.
Every aggregator on the market starts by asking for your brokerage login. Verica starts from the position that it should never have one.
No passwords. Ever.
No Plaid, no Yodlee, no screen scraping. Drop a statement, forward an email, or just say what you own. You control every data flow, and you can cut any of them off.
No data entry.
Drop a PDF and Verica reads it — holdings, balances, transactions, currencies. Connect Gmail once and it reconstructs the last twelve months of your portfolio from statements already sitting in your inbox.
It comes to you.
A weekly note with your net worth, what actually moved, and one action worth taking. Alerts you set in plain English. You rarely open it on purpose.
Every number, verified.
Each figure is computed from your own statements first, then checked against them before the message is sent. If Verica can't source a number, it doesn't say it. No confident-sounding guesses about your money.
Correspondence
Not a dashboard. A discreet correspondent.
Verica is one thread — closer to texting a sharp private banker who happens to have read every statement you own.
[drops a PDF]
That's a Fidelity Roth IRA statement from October. Seven US equities and nine corporate bonds — about $100K. Berkshire is your largest position at 65%.
anything I should know?
Berkshire and Tesla are doing a lot of heavy lifting — 65% of your portfolio between them. Some people like that conviction. Just making sure you see it.
It states what it sees and lets you decide. No lectures, no alarms, no "please verify the following."
Security posture
What Verica never holds.
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Credentials
None, by design. Verica has no field for a brokerage password, so there is no password to store, leak, or subpoena.
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Aggregators
No third-party pipes. No Plaid, no Yodlee, no screen scraping — none of the connections that break every few weeks and see your data in transit.
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Data flows
Severable, individually. Every way data reaches Verica — a dropped statement, a forwarded email, a connected inbox — is one you opened, and one you can close.
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Provenance
Your documents only. Every figure traces back to a statement you provided. Nothing is pulled from anywhere you didn't choose.
Why this doesn't exist
Everyone else starts by asking for your login.
Kubera is shallow. Empower calls you. Sharesight handles one currency. Monarch treats investments as an afterthought. Every one of them wants your brokerage login, and those connections break constantly.
People in this bracket are already paying $150–$2,500 a year for partial answers, and still keeping a spreadsheet on the side. Verica takes the other path: your documents, your inbox, your words — and nothing shared with anyone.
By invitation
Be among the first in.
Verica is in early development and not yet open to the public. Leave your email and you'll be among the first in — one email when there's something to show you, nothing else.
One email when there's something to show you. Nothing else.