Assetli

Assetli is an AI-powered personal finance platform for tracking accounts, transactions, budgets, investments, property, vehicles, and subscriptions in one place. It also connects to Claude or ChatGPT through MCP so users can ask questions about their finances and update data through natural conversation.

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Personal finance management with AI assistance

Assetli is a web-based personal finance platform that brings together bank accounts, transactions, budgets, investments, real estate, vehicles, subscriptions, and calculators in one place. It is designed to help users see their full financial picture instead of managing each part separately.

The product also adds AI features, including financial review tools and MCP-based connections to Claude or ChatGPT. Users can ask questions about their finances and, depending on the workflow, update their data through the connected AI assistant.

Core features

Bank accounts and transaction tracking

Create accounts, import transactions by CSV or PDF, and track balance history and analytics across multiple accounts.

Custom categorization and rules

Use manual categorization and custom rules to organize spending and improve the accuracy of reports and budget tracking.

Portfolio and asset tracking

Track stocks, ETFs, crypto, pension funds, real estate, vehicles, valuables, loans, mortgages, and subscriptions in one system.

Smart calculators and planning tools

Use calculators for retirement, debt payoff, compound interest, mortgage and loan scenarios, rent-versus-buy decisions, and vehicle planning.

AI assistant integration via MCP

Connect Assetli to Claude or ChatGPT so the assistant can read your financial context and, in supported cases, update your data.

Family and household support

Manage multiple profiles and shared expenses for households, with plan tiers that expand limits for families and wealth management use cases.

Common ways to use Assetli

Track day-to-day spending
Use accounts, imported transactions, and budget analytics to monitor income, expenses, savings progress, and recurring spending patterns.
Manage a household financial overview
Combine multiple profiles, shared expenses, subscriptions, assets, and liabilities to keep a family or couple’s finances in one dashboard.
Review investments and net worth
Follow portfolio values, performance, dividends, and goal progress while keeping investments alongside cash and other assets.
Plan major financial decisions
Use calculators for retirement, debt payoff, mortgages, rent-versus-buy, and vehicle costs to compare different outcomes before acting.
Ask an AI assistant about your finances
Connect Claude or ChatGPT through MCP to ask questions about spending, savings, or balances and work from the context stored in Assetli.

Pros and Cons

Pros

Covers a broad range of personal finance categories beyond basic budgeting, including investments, property, vehicles, and subscriptions.
Supports CSV and PDF-based transaction import, plus custom categorization rules for cleaner records.
Includes AI assistance and MCP connections to Claude or ChatGPT for natural-language questions about finances.
Offers a web app that works in the browser on phones, tablets, and computers without installation.
Provides free, paid, and lifetime plan options, with a free trial noted on the pricing page.

Cons

Bank connections are read-only, so Assetli is not positioned for payments or transfers.
Some integration details are limited on the site, with only a few external services named explicitly.
Advanced limits and AI usage depend on plan tier, so households with larger setups may need a higher plan.

FAQ

Does Assetli connect to my bank directly?

The site says Assetli operates in read-only mode. Transaction import is done through uploaded CSV or PDF files, or through the Wallet by BudgetBakers integration, which also works in read-only mode only.

Can I use Assetli on mobile?

Yes. Assetli is a web application optimized for mobile devices and works in the browser on phones, tablets, and computers without installation.

Which AI assistants does Assetli support?

The product pages mention connections to Claude and ChatGPT, including MCP-based workflows, and also reference Gemini on the pricing page.

Is there a free version?

Yes. Assetli offers a free plan, and the pricing page also states that new users receive a 30-day Premium trial before continuing on the Free plan.

What does Assetli track beyond bank accounts?

It includes support for investments, real estate, vehicles, valuables, loans, mortgages, subscriptions, and shared expenses, along with calculators for planning and comparison tasks.