Ask anything about your money
Chat with AI that has full context on your portfolio. Get instant answers about your net worth, asset allocation, largest holdings, and trends over time.
Instant answers
Your portfolio, in conversation
Ask questions in plain English and get clear, detailed answers. "What is my biggest asset?", "How has my net worth changed this year?", "What percentage of my portfolio is in property?" — the AI knows your numbers.
Full context
AI that knows your portfolio
The AI has access to your complete portfolio data — assets, debts, valuations, and allocation. It can pull up specific figures, compare time periods, and break down your finances in ways that would take you ages with a spreadsheet.
Free for everyone
Better with Pro
AI Chat is available to all users. Pro subscribers get access to the best models and higher usage limits, so you can have longer, more detailed conversations about your finances. Pro also unlocks the MCP server, letting you connect external AI assistants like Claude, ChatGPT, Gemini, and Grok directly to your portfolio data.
Ready to see your full financial picture?
Start tracking your net worth today. Free to use, no credit card required.