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.
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Summary
How has my net worth grown this year?
+£21,480Up 16.5% YTD across 11 accounts
Allocation · £742,350
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.