Assetli

Assetli is an AI-powered platform for personal finance and household management that consolidates bank accounts, investments, expenses, and assets into a single dashboard. It helps users track spending, manage budgets, monitor investments, and plan financial goals with AI-driven insights.

Assetli is designed for individuals, couples, families, and investors seeking a unified view of their finances. It supports shared budgets for households and portfolio tracking for investors, along with tools for financial planning and expense management.

Assetli uses AI-powered smart categorization to automatically classify transactions and provide detailed analytics, trends, and insights. Users can also set custom rules and use virtual envelopes for budgeting, while an AI assistant integrates with tools like Claude or ChatGPT to read and update financial data.

Yes, Assetli supports portfolio tracking for stocks, ETFs, cryptocurrencies, and real estate. It includes tools for monitoring performance, calculating returns, and using calculators for financial goals like FIRE planning, mortgages, and debt payoff.

Assetli includes features for shared budgets, bill splitting, and tracking recurring payments, making it suitable for couples or families. It also provides tools for managing energy bills, solar panel ROI, and vehicle costs, along with net worth tracking.

Users can start by creating an account on Assetli's website and importing their financial data via bank connections, CSV, or PDF files. The platform guides users through setting up accounts, budgets, and tracking assets to begin managing their finances.