# Assetli Assetli는 계좌, 거래, 예산, 투자, 부동산, 차량, 구독을 한곳에서 추적하는 AI 기반 개인 금융 플랫폼입니다. MCP를 통해 Claude 또는 ChatGPT에 연결해 자연스러운 대화로 재정 관련 질문을 하고 데이터를 업데이트할 수 있습니다. - Findings24: - 웹사이트: - 가격: Freemium - 카테고리: AI 회계 어시스턴트, AI 투자 어시스턴트, AI 마케팅 분석 ## Assetli란 무엇인가요? 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. ## Assetli(으)로 무엇을 할 수 있나요? ### 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. ## 사용 사례 ### 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. ## 자주 묻는 질문 ### 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. ## 주요 정보 - **Category**: Personal finance - **Platform**: Web app - **AI integration**: Claude, ChatGPT, Gemini mentioned - **Languages**: 6 localized languages - **Pricing shape**: Free plan, paid tiers, and lifetime options - **Source domain**: assetli.app