1,300+ direct feeds
The broadest broker network
Automated, daily trade and holdings data straight from more than 1,300 brokers and custodians.
New: AI Statement Reader
100% brokerage coverage. Zero manual data entry.
Direct feeds can't reach every broker, especially in EMEA and APAC. Skematic's new AI Statement Reader turns uploaded brokerage statements into structured trade and holdings data, tests it against your rules, and flags violations automatically. It's included with Skematic at no additional cost.
The Coverage Gap
Direct feeds only get you part of the way.
Broker feeds are the gold standard for personal trade monitoring, but coverage is uneven. Outside the United States, and especially across EMEA and APAC, many local brokers and private banks simply don't offer them.
That leaves compliance teams with three bad options
- Make employees key in trades by hand, and live with the typos, delays and gaps
- Have your compliance team transcribe statements, burning hours that should go to oversight
- Pay a vendor for manual data entry services, adding cost and another hand-off
None of them give you complete, reliable coverage. Now you don't have to choose.
You Have Options
Three ways to capture every trade, all in one platform.
Skematic combines the industry's broadest feed network with API connections and AI, so every employee account is covered no matter where it's held.
Plaid-powered API feeds
Connect in clicks
Employees securely link accounts through Plaid, extending coverage to thousands more institutions with no paperwork.
AI Statement Reader
NewIf it has a statement, it's covered
Employees upload their monthly statement. Skematic's AI extracts the trades and holdings, records them, and checks them against your rules.
Together, they deliver 100% account coverage without manual data entry.
See It in Action
From statement to flagged violation, automatically.
Watch how the AI Statement Reader turns a monthly PDF into monitored, rule-checked data in minutes.
- 1
Employees get a monthly prompt.
Skematic automatically reminds each employee to upload statements for any account not covered by a feed. No chasing, no spreadsheets.
- 2
AI extracts the data.
Skematic reads each statement and pulls out holdings and transactions, whatever the broker, format or language.
- 3
Data is recorded automatically.
Extracted trades and holdings land in the employee's record, ready for review and audit. Nobody types a thing.
- 4
Rules run, exceptions get flagged.
Skematic tests every trade against your code of ethics rules, such as restricted lists, pre-clearance and holding periods. Any violation is flagged and a case is opened for your team.
Why It Matters
Complete coverage, without the manual work or the extra bill.
100% coverage, globally.
Every employee account is monitored, including at brokers that offer no feed, from London to Singapore.
No manual data entry for employees.
Staff upload a statement once a month. No more retyping trades into forms.
No manual data entry for compliance.
Your team reviews exceptions instead of transcribing PDFs.
No vendor data entry fees.
Skip the outsourced services that charge to key in statements by hand. The AI Statement Reader is included with Skematic at no additional cost.
Included with Skematic. No add-on fee. No per-statement charges.
Part of a Complete Code of Ethics Solution
Trade monitoring is just the start.
The AI Statement Reader is one piece of Skematic's Employee Code of Ethics platform.
Explore the Code of Ethics Solution →Manage it all in one place, with a single audit trail
- Pre-clearance
- Personal trading
- Holdings reports
- Gifts and entertainment
- Outside business activities
- Political contributions
- Attestations
FAQs
Questions compliance teams ask us
Does the AI Statement Reader cost extra?
No. It's included with Skematic at no additional cost.
Which brokers and countries does it support?
Any broker that issues a statement. It's designed to fill the gaps where direct and API feeds aren't available, including across EMEA and APAC.
What happens when a violation is found?
Skematic flags the exception against the relevant rule and opens a case so your team can investigate, document and resolve it.
How does it work alongside our existing feeds?
Seamlessly. Feed, API and statement data all land in the same employee record and run through the same rules.
Get Started
Close your coverage gap this quarter.
See how Skematic gives you 100% visibility into employee trading, with direct feeds, API connections and AI, all at no extra cost.
