How it works · Investments
Redact your investment statements, then ask Ai about your portfolio
Cover takes your identity out of your statements before Ai sees them. The holdings stay, so Ai can still look at your whole portfolio.
- Brokerage statements
- 1099s
- Consolidated statements
How it works
Stop leaking your identity to Ai
Drag the brokerage statement into Cover, then drag the redacted copy into your Ai chat. It answers with labels where the private details were.
Animation: Stock taxes.pdf is dragged into Cover, which replaces each private detail on the page with a label (ACCT_1, NAME_1, SSN_1). The redacted copy is dragged into an Ai chat with a question, and the Ai answers using the labels.
The brokerage statement as the Ai receives it, Stock taxes-redacted.pdf: Form 1099-DIV Dividends and Distributions · Copy B 2025 Recipient’s name [NAME_1] 1a Ordinary dividends $3,412.08 Recipient’s TIN [SSN_1] 1b Qualified dividends $2,980.55 Account number [ACCT_1] 2a Capital gain distr. $1,204.00 +$8,640 Net gain, 2025
Question: Did I net a gain or loss across these accounts?
The Ai's answer: [NAME_1] netted a gain of $8,640. Long-term gains more than covered the $1,215 short-term loss.
Try it on your own document: drop a PDF into Cover for Web and see what it redacts.
Ask Ai
What you can ask Ai
Turn on Tokens and each account keeps its own label, so Ai can tell them apart.
Allocation
Where's my allocation risk?
In stocks: 81% of it, and only 9% in bonds.
Dividends
How much do I make in dividends a year?
About $3,400 a year across all three accounts.
Taxes
Roughly what will I owe in taxes on this?
Roughly $1,900 to $2,500, mostly at the lower long-term rate.
Retirement
How much can I spend each year once I retire?
About $38,000 a year lasts past 95.
Simulated answers.
What it removes
What Cover removes from your investment statements
Cover finds these on its own and redacts them:
- Account holder and beneficiary names
- Social Security numbers, masked ones too
- ITINs
- EINs
- Account numbers
- Routing numbers for linked accounts
- Addresses
- Phone numbers
The holdings and figures stay readable. You check every page in the editor before you save.
Benchmark
Cover vs Apple Intelligence
Cover and Apple Intelligence, Apple's built-in on-device model, redacted the same real documents.
Same 18 PDFs: Cover caught 100% of 149 private details, 0 leaked, 12 over-redacted, 3.2 s per PDF. Apple Intelligence caught 50%, 76 leaked, 129 over-redacted, 4.6 s per PDF.
See how Cover's redaction engine hides your personal information vs the best local Ai engines
Questions
Can Ai look at my portfolio without my account numbers?
Yes. The analysis needs the holdings and figures, and those stay.
I manage money for clients. Can I use this on a client's statements?
Yes. It's the responsible way to do it: the client's names and account numbers come out before an Ai reviews the statements, and nothing is uploaded.
Does Cover handle a long consolidated 1099?
Yes. There's no page limit. A longer document just takes longer.
Is the Ai's analysis right?
Not always. It's the Ai's own reading, so check anything you trade or file on.
More: Tax notice · Bank statement · Medical records · Lease · Mortgage · Cover vs Adobe Acrobat
For professionals: For investment advisors · For attorneys · For HR teams · For FOIA and public records · For tax preparers