Assetli is an all-in-one personal finance platform that uses AI to help you manage your money effortlessly. It offers automatic bank statement import, investment tracking, budgeting tools, subscription management, and household expense monitoring. Gain insights into your financial health with comprehensive analytics and AI-driven advice.
How to use Assetli?
Sign up for free, connect your financial accounts or import data via CSV. Set up budgets, track investments, and manage subscriptions. Utilize the AI assistant for smart categorization and personalized financial advice. Explore detailed analytics and reports to understand your spending patterns and improve your financial health.
Assetli 's Core Features
AI-powered transaction import and categorizationComprehensive investment portfolio tracking (stocks, crypto, real estate)Flexible budgeting with 50/30/20 and envelope methodsSubscription management with cost analysis and savings simulatorDetailed financial analytics and reports with a health scoreAI financial assistant for personalized insights and adviceSmart calculators for mortgages, FIRE, and more
Assetli 's Use Cases
Managing personal and family budgetsTracking investment performance and net worthIdentifying and cutting unnecessary subscription costsGaining a deep understanding of spending habitsPlanning for financial goals like retirement (FIRE)Optimizing household expenses and savingsLeveraging AI for personalized financial advice
Assetli 's FAQ
Most impacted jobs
Individuals
Couples
Families
Investors
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