Assetli.app
Personal finance & net worth, wired to your AI
73 followers
Personal finance & net worth, wired to your AI
73 followers
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.
Ok the real estate tracking part has me curious. Not gonna lie, my "system" right now is just a messy spreadsheet I forget to update half the time lol. Might actually help me stay a bit more on top of things, even if I'm not the most consistent about it.
@martin_valchev Ha, the messy spreadsheet was literally my starting point too — that's half the reason Assetli exists. 😄
The real estate part tracks value, mortgage, payments and even the running costs (energy, tax, maintenance), so the "forgetting to update" problem mostly goes away — you enter things once and only touch it when something actually changes.
And being inconsistent is fine — even a once-a-quarter check-in beats a spreadsheet you've stopped trusting. Would love to hear how it works for you if you give it a try!
Dial
Net worth tracking is one of those things everyone wants and almost nobody keeps up with manually, so automating it is a real win. The thing I'd dig into before connecting real accounts is what "wired to your AI" actually means end to end - is the model getting read-only aggregated numbers, or live access to linked account data, and where does that context get stored/logged. Would use this if the data flow is documented clearly.
@omri_ben_shoham1 Fair question, and it's now documented end to end: https://assetli.app/en/docs/security
There are no linked accounts. Assetli never connects to a bank; data comes from statement files you import or enter by hand. So there's no live account access for a model to reach.
"Wired to your AI" is a remote MCP server behind OAuth 2.1. You pick one profile and grant read-only or read+write on a consent screen. The model gets field-mapped results (balances, transactions, holdings, net worth), never account numbers, IBANs or raw records. Read-only is the default, write needs a paid plan, and there are no delete tools.
We never see the conversation, only the tool calls. Reads aren't logged; writes go to an audit log for 12 months. No error-tracking or analytics SDK on the API.
The page also lists what we haven't closed yet, e.g. the "preview, then confirm" step is enforced by the AI client, not by our server. Happy to go deeper.
🏡 New: Assetli now has a browser extension — Property Check.
👉 https://chromewebstore.google.com/detail/assetli-—-property-check/ppkmbaibachlbagnlcdfiedkofebglgi
The idea came from my own house hunting. You open a listing, it looks nice, and then you spend an evening digging through the land registry, flood maps, mortgage calculators and insolvency records — or you don't, and you just hope.
Now you click Analyse on any listing and get a due-diligence protocol instead of a gut feeling: around 25 checks (price vs. actually paid prices in the district, real monthly cost of ownership, land registry, flood zones, radon, zoning plan, seller in the insolvency register...), each with a status, a reliability grade and the source it comes from.
The rule I built it around: nothing is made up. When a source is silent or the listing omits something, the protocol says so and tells you what to fill in. The AI assessment is kept separate from the facts and marked as an opinion, not advice.
It works on listings from anywhere — most detailed in Czechia, where ~¾ of the checks come from official sources. Elsewhere you get the price, financing and location checks plus links to the right authority for the rest.
3 checks are free without an account, and the extension only reads the page when you click — no tracking.
This one's fresh out of the oven, so feedback is more than welcome. What would you want checked before buying? 🙌
Personal CFO is really a cool concept and there is no access to bank connection that part makes it safer to use, will definitely give it a try...
@harini_mukesh Thank you! 🙏 Glad the Personal CFO concept resonates with you.
That's exactly the goal – one place where you actually understand your money, without the complexity.
Would love to hear your feedback once you've tried it! 🚀