Query-only keys can't trade or withdraw. Stored locally on your machine so Nexval can refresh balances.
Add a crypto wallet
✕
Track any wallet by its public address
Paste a public address (MetaMask, Ledger, an exchange deposit address…). No key, no login — a public address can only be read, never spent. Supports Bitcoin and Ethereum / EVM chains.
Read-only by design. The address is stored locally on your machine to refresh the balance.
Split details
✕
Connect exchange
✕
Connect Wise
✕
How to get your Wise API token
Open Wise → Settings → API tokens (open ↗).
Tap Create a token, name it "Nexval".
For permissions, choose Read only (List & show accounts — no transfers).
Copy the token and paste it below.
Nexval only reads your balances. Token is stored locally on your machine so Nexval can refresh.
Import transactions (one-time setup)
Balances work with just the token. Wise requires a security key to share transaction history — generate one, add it to Wise once, and transactions will sync.
Copy this public key.
Wise → Settings → API tokens → Manage public keys (open ↗) → Add public key, paste it.
Come back and tap Sync transactions.
AI categorisation
✕
Powered by Claude
Create a key at console.anthropic.com ↗.
Paste it below. Nexval uses Claude Haiku to categorise merchants it doesn't recognise.
Each merchant is sent once then cached & learned — typically a few cents for your whole history.
Stored locally on your machine. Nexval sends merchant names, rough amounts, and your category list — never your full statements.
Where did it come from?
✕
Nexval links this to the matching transaction in that account and remembers the source so it's automatic next time.
Categorise
✕
Nexval remembers this merchant's category & note — the AI uses your note to categorise it next time.
Connect Trading 212
✕
How to get your key & secret
Open Trading 212 → Menu → Settings → API (guide ↗). Works on Invest / Stocks ISA accounts.
Tap New API key, name it "Nexval".
Under Permissions, turn ON: Account data, Portfolio, Metadata, and the three History toggles (Orders, Transactions, Dividends).
Keep OFF (safety): Orders – Execute and Pies – Write — these can place/modify trades. Nexval never needs them.
IP access: Unrestricted is fine for your local setup.
Tap Generate key. Copy both the API Key and API Secret (shown once) and paste below.
Nexval only reads your portfolio value & cash. Key & secret are stored locally on your machine. Trading 212 rate-limits this endpoint (1 req / 5s), so refresh sparingly.
Sync Bank Account
✕
How it works
Pick your country, then tap Find banks.
Choose your bank (e.g. Revolut) from the list.
You're sent to the bank's own secure login — Nexval never sees your password.
Approve read-only access; you're brought back and balances import automatically.
Powered by Enable Banking (a licensed Open Banking provider). Currently in Sandbox — test with Nordea (FI) or Mock ASPSP. Real Revolut needs production access.
Banks usually return up to ~90 days; some allow more. Nexval sets your opening balance as of this date so the account reconciles exactly.
Read-only — Nexval only pulls balances & statements. Sign-in happens on your bank's site.
Currencies
✕
Add a currency
Add account
✕
Mine
Person
Asset
A wallet, bank, cash — money you own.
Add one row per currency. Can be negative (e.g. an overdraft, or money you owe). Each shows as an opening entry in the statement.