Assetli.app is an innovative personal finance and net worth tracking application built specifically to integrate with modern AI assistants. Unlike traditional financial dashboards that only display static graphs, Assetli connects directly to platforms like Claude and ChatGPT using the Model Context Protocol (MCP).
By bridging your personal finance hub with your AI assistant, Assetli enables conversational money management. Your AI can securely read your actual net worth, review transactions, analyze your investment portfolio, and perform updates directly within your AI chat interface. Crucially, Assetli prioritizes user privacy, ensuring that your raw data remains protected with a privacy-first architecture.
Beyond basic budgeting, Assetli offers comprehensive multi-asset tracking. Users can monitor a wide array of holdings in one central location, including:
For long-term financial planning, the platform features built-in tools such as FIRE (Financial Independence, Retire Early), mortgage, and rent-versus-buy calculators. To preserve user control and avoid privacy risks, Assetli does not enforce automatic bank linking, allowing seamless manual data management via CSV and PDF imports.
Assetli connects directly to AI assistants via MCP (Model Context Protocol), allowing your AI to read your real net worth, transactions, and portfolio, as well as update them directly within your chat.
Assetli tracks stocks, cryptocurrencies, real estate, vehicles, and personal valuables in a single unified dashboard.
No, Assetli does not force bank linking. Users remain in complete control of their data and can easily import financial records using CSV or PDF files.
Assetli features built-in financial calculators designed for FIRE planning (Financial Independence, Retire Early), mortgage calculations, and rent-versus-buy analysis.
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