Importing with AI
Upload a statement, spreadsheet, or screenshot and let Claude propose assets, debts, and valuations — you review every proposal before anything is saved.
Supported Currencies
The full list of currencies you can use for portfolio base currencies, assets, and debts in Aureli.
Understanding Your Portfolio Reports
Use the Now and Past pages to see your current portfolio breakdown, historical performance, and financial ratios.
Using AI Chat
Ask questions about your portfolio and get instant AI-powered insights, scenario projections, and valuation updates.
Projecting Your Future Net Worth with Scenarios
Create financial scenarios to model how your net worth could evolve over time, with growth rates, contributions, lump sums, and future debts.
How Net Worth is Calculated
Understand exactly how Aureli adds up your assets and debts to arrive at your net worth figure.
How Multi-Currency Portfolios Work
Understand how Aureli handles assets and debts in different currencies and converts everything to a single net worth figure.
Portfolio Email Updates
Understand the automated portfolio email summaries Aureli sends and how to manage your notification preferences.
How to Share a Portfolio
Share your portfolio with partners, financial advisors, or anyone you trust using Aureli's role-based access system.