Your favourite AI
Connect the assistant you already use
Add Aureli as an MCP server and your assistant can see your whole portfolio. It can read your money, never move it. Free on every plan.
Server URL
https://aureli.app/api/mcp
1,500+
people already use Aureli to see their whole net worth in one place.
Three quick questions
Can you answer these about your own money?
- 01
How much of your cash is earning nothing?
Current accounts usually pay 0%. Easy-access savings pay around 4%. The gap on £9,200 is about £368 a year.
- 02
Is any debt costing more than your savings earn?
A £3,100 card balance at 22.9% costs about £710 a year. The same amount in savings at 4% earns £124.
- 03
How much ISA allowance is left this tax year?
You get £20,000 a year, and it doesn't carry over. Across several providers, it's easy to lose count.
Most people can't answer all three without logging into several apps. Aureli answers these and keeps the answers current.
Try your own number
What is idle cash costing you?
Move the slider to the amount sitting in your current accounts right now.
- Per month
- £31
- Per year
- £368
- Over 5 years
- £1,993
Illustration at 4.0% AER, compounded annually. Rates change, and interest may be taxable outside an ISA.
Aureli and AI
Ask your money anything.
Connect the AI you already use, or ask Aureli AI in the app. Either way, the answers come from your own numbers.
Works with Claude, ChatGPT, Gemini and Grok
Aureli AI
Or ask in the app
Ask about your net worth, holdings and spending, and get answers drawn from your accounts. Pro gets every model and 500 credits a month.
- Free on every plan
- Read-only: it can never move your money
- Revoke access in seconds
Pricing
Connect it all with Pro.
Every bank, every portfolio, every scenario. Lite stays free if you only need the basics.
Lite
£0
Free, one portfolio
- Up to 5 assets and 5 debts
- 1 bank connection
- Daily valuations, full history
- Basic scenarios
Pro
Recommended£79/year
Works out at £6.58 a month
- Unlimited assets and debts
- Up to 25 bank connections, 10 portfolios
- Unlimited scenarios and projections
- More Aureli AI and portfolio sharing
14 days free, cancel any time. Prices include VAT. See full pricing
FAQ
Questions, answered.
Before you sign up
Will it show me anything my bank app doesn't?
Yes. The point of Aureli is the overview your bank can't give you. It adds property, SIPPs, ISAs, stocks and crypto into one number, then runs scenarios across all of them. Your bank can tell you your balance. Aureli tells you your equity.
How accurate is the property valuation?
Property is entered manually. You set your own valuation and update it any time, which tends to be more useful for mortgage equity calculations anyway. We're working on automated comparables for a future release.
Can I model a remortgage or a job change?
Yes. Scenarios let you set rate changes, lump-sum overpayments, income shifts, contribution changes and growth assumptions. You can save multiple scenarios side-by-side and compare end values.
Does it support joint accounts and partners?
Yes. Pro lets you share a portfolio with view or edit access: a partner, family member, or financial adviser. You can also keep separate portfolios for 'mine' and 'ours' and aggregate them in reports.
Practical stuff
Is my financial data secure?
Yes. Aureli uses bank-level encryption (TLS 1.3 in transit, AES-256 at rest), we never sell your data, and we're GDPR compliant. Open Banking access is read-only and routed through Finexer Ltd (FRN 925695), authorised and regulated by the FCA. You can export or delete everything any time.
Do I have to connect my bank account?
No. Open Banking saves typing, but every asset can be added and updated manually. Most users start with the assets they already know off the top of their head and connect their bank a week or two later.
Is Aureli really free?
Yes. The free tier covers 5 assets and 5 debts, daily valuations, and one currency. Pro (£9/mo) unlocks unlimited tracking, scenarios, AI chat and sharing. No card required to start. See pricing.
What happens if I want to leave?
One click on Settings → Export gives you a full JSON of every asset, debt, transaction and historical snapshot. Account deletion is one click below it, and all data is fully erased within 30 days.