Assetli.app

What it does

Most finance apps just show you a dashboard. Assetli lets your AI use it. Connect directly to Claude or ChatGPT via MCP — your assistant reads your real net worth, transactions and portfolio, and can update them too, right inside your own AI chat (we never see it). Beyond budgeting, Assetli tracks stocks, crypto, real estate, vehicles and valuables in one place, with built-in FIRE, mortgage and rent-vs-buy calculators. No forced bank linking — import via CSV/PDF, stay in control.

Manage your personal finances effortlessly with AI. Import bank statements automatically, track investments, manage budgets and subscriptions, and monitor household expenses.

Accounts, investments, property, cars and debts in one number — and an assistant that explains what to do with it. Upload a statement and the rest sorts itself out. CSV, PDF, or just forward the email from your bank. Transactions categorise themselves — rules for free, AI only where rules fall short. Accounts, shares, crypto, home and car minus the mortgage. And how it’s changing. 50/30/20, envelopes or your own. A heads-up before you overspend. Positions, trades, dividends and live prices. In your currency. When a sale meets a holding period — under your country’s rules. Ask what your car really costs, whether you can afford a flat, or why September was pricier. Answers come from your own…from assetli.app

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