Portfolio Management
Track it all in one place
Assets
Everything you own
Track your assets in one place. Add bank accounts, stocks, shares, real estate and track how their value changes over time.
Debts
Everything you owe
Weather it's a mortgage, credit card or student loan, we got you covered. Link any secured debts to what they are secured against.
Investments
Impact
Keep an eye on all of your investments and how they impact your net worth.
Reports
Performance
Track how your net worth changes over time. Get insights into your portfolio.
International
Multicurrency
Add assets and debts in multiple currencies and we'll take care of the conversion.
Pro Features
Unlock the full potential of your financial journey.
Manage access
Share portfolios
Give your family, friends or financial advisor access.
Track automatically
Stocks
Add the stocks you own and Aureli will keep track of price movements. Currently supports US stocks only.
Artificial Intelligence
AI powered insights
Ask simple questions about your portfolio and get instant answers.