Chrome extension
You're already logged in. Click wlthy Snap, crop the balances you want, black out anything private, and send it. wlthy's AI reads the numbers — and nothing enters your ledger until you confirm it.
Included on every plan · read-only · no page scraping
Aggregators cover the big retail banks well. Then you hold an account at a private bank in Geneva, a regional bank in Anatolia, or a broker with no public API — and the connection simply isn't there. It never will be. So the balance gets typed into a spreadsheet once, and three months later the number is stale. Snap closes that gap without asking the bank for anything.
Snap opens an editor before anything is sent. Drag to crop the balances you want, black out your name, address, account numbers or an advisor's message. Only the pixels you keep ever leave the page — the redaction is burned into the image, not layered over it.
Snap reads a screenshot you take. It has no content scripts, no DOM access, and cannot see cookies or credentials. Scrapers need deep page access and break when a bank redesigns a table; a picture never does.
The extension can only stage an import for your review. It cannot move money, change a setting, or create an asset on its own. Every call lands in your audit log, and revoking the token in Settings stops it instantly.
The capture goes into the same review-and-reconcile flow as a broker statement. wlthy's AI reads the balances, shows you a preview, and diffs against what you already hold. You approve line by line.
What Snap can never do
Every paid plan. Snap uses a dedicated Snap token you create in Settings → wlthy Snap, and each capture spends one AI call from your plan's monthly budget (White 10, Gray 25, Black 100). Ledger access for AI agents like Claude and ChatGPT via MCP remains a Black feature — that is a separate capability.
No. It declares no content scripts and holds no permission for any bank domain, so it cannot read the page's code, cookies, or credentials. It captures the visible tab as an image only when you click the toolbar icon, and its single host permission is wlthy.io — where your own capture is sent.
It is held in your browser's session memory while you crop and redact — never written to disk — then sent over HTTPS to your own wlthy account and staged as an import for review. The staged import is removed once you confirm or cancel it.
For most large retail banks, wlthy already imports statements and exports directly. Snap exists for the accounts no aggregator reaches: private banks, regional banks, and brokers with no public API. Those institutions are unlikely to ever ship a connection, and for many wlthy customers that is where the largest positions sit.
It can capture whatever tab you are viewing when you click the icon, but it only does anything useful with a page showing balances or holdings. It never runs on its own — no background capture, no scheduled sync, nothing on page load.
wlthy Snap is free with any paid plan. Install it, pair it once, and the next balance you look at is two clicks from your ledger.
3-day free trial · Cancel anytime · Swiss-built · Encrypted at rest