Your wealth.
Made intelligent.
A private AI CFO that reads your portfolio every morning — and tells you, in plain English, what to do about it. Built for the family office.
Every desk a family office needs — on one quiet surface.
Twelve modules, one book of rules. Wakeel reads the positions, reconciles the cash, watches the rules, and writes the morning note.
Live Portfolio Intelligence
Net worth, CAGR, drawdown, all-time high, 1Y / YTD performance — streamed live from your Kubera account, refreshed on every page load.
AI Morning Briefing
Each morning at 06:00 GST, Claude reads your positions and the market, then writes a three-paragraph CFO note. Plain English. No buzzwords.
24H Gain / Loss Attribution
A waterfall of yesterday's net worth move, broken down by instrument. The names that mattered, and the ones that didn't.
Stocks & Options Desks
Equity positions with concentration analysis. Open option legs with expiry countdown and risk badge. Long, short, covered, naked — labelled.
Funds & Properties
Private and illiquid by hand: UK property fund, PE vintages, real estate. Capital calls, valuations, debt, and rental yield in one place.
Income Engine
Every dividend, every coupon, every rent cheque, projected forward by month and year. Answers the question: can I retire on this?
Cash Management
Multiple bank accounts across OMR, AED and USD. Drop a PDF statement in your browser; Wakeel parses balances locally and updates Kubera.
Zakat & Sharia Rules
Annual Zakat calculated live from your nisab-eligible holdings. Sharia compliance enforced on bonds, sukuk and equities — with audit trail.
Ask CFO
A private chat with Claude over your own portfolio. "Should I rebalance?" "What's my Zakat estimate?" — with file attachments and citations.
Three steps. Built on Kubera.
Wakeel is a layer of intelligence on top of your Kubera book. Your data stays in Kubera; Wakeel only reads it.
Subscribe to Kubera
Sign up at kubera.com and enter your portfolio — equities, crypto, banks, real estate, private holdings. Kubera becomes your book of record.
Connect Wakeel
Sign in to Wakeel with Google. Authorise Wakeel to read your Kubera account via the Model Context Protocol — a read-only, scoped connection.
Get briefed every morning
Wakeel reads your live data and asks Claude to brief you each morning at 06:00 GST. Ask follow-up questions any time, in English or Arabic.
The manifest, in complete sentences.
Net worth, in motion
Every account, every position, every property — re-summed every time you open the dashboard. CAGR is computed from inception; ATH and drawdown are watched continuously.
The morning note
Three paragraphs from Claude before the GCC markets open. What moved, what didn't, what to do about it. Optional Arabic translation.
Stocks Desk
Live equity prices, position size, sector mix, and per-name concentration. House rules applied at the bottom of every row.
Options Desk
Open puts and calls with strike, expiry countdown, breakeven and risk badge. Time-decay alerts when a leg falls under 21 DTE.
Funds (Private)
The illiquid book — UK property fund, PE commitments, vintage venture — tracked by hand with NAV, called capital, and distributions.
Income Engine
Dividends, rental income, sukuk coupons rolled forward 12 months. Shortfall vs target highlighted in red.
Cash Management
Multiple bank accounts across OMR, AED and USD. PDF statement upload parses balance and transaction count locally in your browser.
Crypto Desk
BTC, ETH, stable balances, and exchange wallets — with 24H attribution and 30-day chart per token.
Bonds & Sukuk
Sharia-compliant fixed income tracked alongside conventional bonds. YTM, duration, coupon schedule, and credit rating per instrument.
Properties
Real estate by hand: cost basis, valuation, debt, monthly rent, gross yield, and equity built since acquisition.
Zakat Calculator
Annual obligation computed from live portfolio. Standard madhab assumptions exposed; nisab threshold tracked monthly.
Ask CFO
Chat with Claude about your own book. Attach a tear sheet, an offering memo or a screenshot. Replies cite the position they reason about.
"Wakeel doesn't just show you numbers.
It tells you what they mean."
A family office · Muscat, Oman
Borrowed where it's better. Built where it matters.
Wakeel composes the best instruments and connects them privately to your book. Frontier intelligence, live data, document AI, and a small rules engine.
Claude AI
Anthropic's frontier model writes your morning briefing and answers your questions about the book. No fine-tuning. No training on your data.
Kubera MCP
Real-time net worth, positions and prices pulled directly from your Kubera account via the Model Context Protocol.
Statement parser
Bank statement PDFs parsed in your browser — never uploaded to Sawt servers. Reconciled to your Kubera book on the fly.
Sharia & rules engine
Yield floors, sleep tests, concentration ceilings, Zakat obligations — codified as data, applied to every position.
Private by design. Family-only by policy.
Wakeel is not a regulated financial product. It is a personal decision-support tool, operated quietly by Sawt Tech LLC for invited families.
Your data is yours
Position data is processed in your own session. Never sold, never used for training, never aggregated with anyone else's book.
Family seats included
Every plan includes 5 family viewer seats. Invite your partner, children, or trusted advisor — they see what you choose to share.
Not advice
Wakeel informs; you decide. Output is decision support, not regulated advice under any jurisdiction.
Operated by Sawt Tech
Built and operated by Sawt Tech LLC, a private AI studio based in the Gulf. Read the privacy policy.
One plan. Two ways to pay.
Full dashboard, 5 family seats, unlimited briefings. Start free for 14 days — no card required.
Full access with flexibility to cancel any time.
- Full AI CFO dashboard
- Daily Claude briefings
- 5 family viewer seats
- Zakat engine · Islamic Will
- Cancel any time
14-day trial · then $24/mo
Everything in Monthly, billed once a year.
- Full AI CFO dashboard
- Daily Claude briefings
- 5 family viewer seats
- Zakat engine · Islamic Will
- Priority support
14-day trial · then $240/yr
Annual plan at $149/yr — your price never increases. Use code FOUNDING at checkout.
- Everything in Annual
- Price locked for life
- Founding Member badge
- Early access to new features
- First 100 subscribers only
Use code FOUNDING · annual only
Start your free trial.
14 days free. Full access. No card required. Sign in with Google to begin — your CFO briefing will be ready in minutes.