The verification trail, in miniature.
Every figure Verica states carries a lineage: the statement it came from, and the check it survived. Here is what that looks like.
| Figure | Source | Status |
|---|---|---|
| $100,412.87 | Fidelity Roth IRA statement, October — page 2, closing balance | ✓ traced |
| 65% · BRK + TSLA | Computed from the holdings table, same statement | ✓ recomputed |
| "fees are high" | No source document on file | ✗ withheld |
The third row is the point: a claim with no statement behind it never reaches you. No confident-sounding guesses about your money.
Computed. Checked. Only then, stated.
Computed from your documents.
Drop a PDF and Verica reads it — holdings, balances, transactions, currencies. Connect Gmail once and it reconstructs the last twelve months from statements already in your inbox. Never a brokerage password: no Plaid, no Yodlee, no screen scraping.
Checked against them again.
Before a message is sent, each figure is re-derived and compared with the statement it claims to come from. A figure that fails the check is a figure you never see.
Stated — or withheld.
What survives arrives as a weekly note: your net worth, what actually moved, and one action worth taking. What can't be sourced is left out, and Verica says so rather than improvising.
Not a dashboard. A correspondent with receipts.
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."
Why this doesn't exist yet.
- Kubera — shallow. A list of balances, not an understanding of them.
- Empower — the free dashboard is bait for a call about managing your assets.
- Sharesight — one currency handled well; portfolios in this bracket rarely stop at one.
- Monarch — budgeting first, investments an afterthought.
- All of them — want your brokerage login, through connections that 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 every figure traced back to its source.
Early access
Be first to numbers you can trust.
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.