Tracking Bank Transactions
Switch on transaction data when you connect a UK bank, then see every movement across your linked accounts in the portfolio feed, on a holding, or in AI chat.
Supported UK banks
The full list of UK banks Aureli supports for automatic balance syncing.
Supported US banks
How Aureli connects to US bank accounts via Stripe Financial Connections, including coverage across the major institutions.
How to Connect Aureli to ChatGPT (MCP Developer Mode)
ChatGPT can read your Aureli portfolio, but only through Developer Mode: web only, and you approve each tool call. Full setup here, plus why Claude is simpler.
Connecting Aureli to Claude
Step-by-step guide to connecting your Aureli portfolio data to Claude Desktop or Claude Code using the MCP server.
Connecting Aureli to Gemini
Step-by-step guide to connecting your Aureli portfolio data to Google Gemini using the MCP server.
Connecting Aureli to Grok
Step-by-step guide to connecting your Aureli portfolio data to Grok using the MCP server.