AI Chat

Ask anything. Get answers about your money.

Aureli reads across your whole portfolio: property, pensions, stocks and debts. It replies with the number, not the runaround.

Try asking

How did my ISA perform this year?
What's my biggest asset?
Am I diversified enough?
Aureli
Connected to 11 accounts
What's my biggest asset right now?
Your London flat. It's worth £500,000, about 62% of your net worth.
Home · London, SE1
£500,000
+4.2%
And the next biggest?
Ask about your portfolio…

Summary

How has my net worth grown this year?

+£21,480Up 16.5% YTD across 11 accounts

Allocation · £742,350

Property52%
Equity24%
Retirement14%

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 and the MCP server are both available to every user — connect external AI assistants like Claude, ChatGPT, Gemini, and Grok directly to your portfolio data on any plan. Pro subscribers get access to the best models and higher usage limits in AI Chat, so you can have longer, more detailed conversations about your finances.

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Start tracking your net worth today.

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