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Assetli

Personal finance and household app with an AI assistant. Import bank statements, track

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45 reach 0 · trust 5 · quality 25 · freshness 15
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listed
llms.txt
https://assetli.app/llms.txt
llms-full.txt
https://assetli.app/llms-full.txt
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17
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15188 bytes
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United States Hosting inference
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United States Hosting inference
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Categories
AI and machine learning · Finance and payments
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Documentation: developer or product docs worth reading, nothing to call
First seen
2026-10-25T19:05:42.946Z
Last checked
2026-10-25T19:05:43.917Z
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Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-25T19:05:43.113Z. Cached copy · Source on assetli.app

# Assetli

> Personal finance and household app with an AI assistant. Import bank statements, track
> accounts, investments (stocks, ETFs, crypto, other investments), real estate, vehicles,
> valuables, loans and mortgages, budgets and subscriptions in one place, and connect your
> data to Claude, ChatGPT or another MCP client.

Assetli keeps the whole household balance sheet in one place: bank accounts and transactions,
investments, real estate, vehicles, valuables, loans and mortgages, budgets and goals,
subscriptions and household energy. On top of that data it runs an AI assistant, both inside
the app and through a remote MCP server.

Site URL: https://assetli.app
Languages (6): English (en, default, no URL prefix), Czech (cs, `/cs/`), German (de, `/de/`), French (fr, `/fr/`), Slovak (sk, `/sk/`), Polish (pl, `/pl/`)
AI models (Anthropic): Claude Sonnet 5.5 for the chat, the AI review, column mapping and scanned statements; Claude Haiku 4.5 for transaction categorization

## What Assetli is not

- **Not a bank aggregator.** Assetli never connects to your bank and never stores bank login credentials. Data comes from statement files, manual entry, email import, or an optional sync from the Wallet by BudgetBakers app.
- **Not a tax calculator.** For investments it tracks the holding-period test of your market and links to the official source. Outside the Czech market it does not compute tax amounts.
- **Not an advisor.** The AI explains and summarises your own data; it does not recommend specific financial products.
- **Language, currency and market are independent settings.** Totals are converted to your display currency (ECB rates); individual records keep their own currency.

## Key features

- **Statement import** — the format is detected from the file content: international standards (camt.053, MT940, OFX/QFX/QBO, QIF), national formats (GPC/ABO, Norma 43, CFONB, CBI, CODA, Elixir), Excel, PDF and CSV from any bank. An automated test verifies 203 bank export formats from 31 countries plus 28 PDF statement layouts. Unknown CSV can be mapped by hand or with AI. Duplicates are detected.
- **Email import (Premium, Max)** — forward a statement to your own secret address; transactions wait for your approval.
- **Wallet by BudgetBakers sync (Premium, Max)** — optional automatic sync through your own Wallet account.
- **Investments** — broker accounts, stocks and ETFs with live prices, dividends, crypto (FIFO/LIFO/HIFO), other investments, holding-period view per market.
- **Real estate, vehicles, valuables, loans and mortgages** — values, costs, rental cash flow, utility readings, total cost of ownership.
- **Budgets, goals, subscriptions, shared expenses** — 50/30/20 and envelope templates, renewal reminders, Splitwise-style groups with multiple currencies.
- **Analytics** — overview, cash flow, categories, savings & investments, forecast, spending patterns, a financial health score (0–850, 7 components) and a weekly **AI review** of your finance
…

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