Click any balance field to enter figures · USD equiv. updates automatically for USD accounts
| Entity | Account / Wallet | Institution | Category | Role | CCY | Balance (native) | USD equiv. |
|---|
Upcoming inflows
Upcoming outflows
90-day liquidity projection
Load balance data
Upload the BPS Balance Template (xlsx/csv) or paste data directly. The template has all 51 accounts pre-populated, fill column F (balance) and G (USD equiv.) and upload here.
Drop your xlsx file here or click to browse
Accepts BPS Balance Template (.xlsx) or any CSV with matching columns
File loaded
CSV format
If not using the Excel template, ensure your CSV has columns in this order:
Entity, Account, Institution, Category, CCY, Balance, USD_Equivalent, Notes
Live SecureVault sync
Pulls wallet balances from the custodian through a read-only API key. Switched off in this public demo.
Live Coppergate sync
Pulls per-currency balances for each sub-account through a read-only API key. Switched off in this public demo.
Entity groupings
Rename entities, change account assignments, adjust colors, or add new entities. Changes apply immediately to all views.
Entity names & colors
Account assignments
| Account | Institution | CCY | Entity | Status |
|---|