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Assetli

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Personal finance tracking and AI context · Official-source review 2026-10-09

Assetli organizes financial accounts, imported transactions, investments, property and vehicle costs in a personal dashboard. Calculators and an MCP connection let compatible AI assistants read financial context and, where enabled, update records.

Updated 2026-10-09View sources
Official website
Category
Personal finance tracking and AI context
Free access
Free follows a 30-day Premium trial: one profile, two bank accounts, 500 imported transactions/month and a $0.40 monthly AI budget.
API access
MCP read/write connection is described for compatible assistants; bank sync and import features have plan restrictions not recoverable from the comparison text.

Is Assetli right for you?

A good fit for

Relevant to users reviewing a consolidated spending and asset record before making budgeting decisions.

Before you choose

Captured annual fees are Premium $46.99/year and Max $116.99/year; monthly checkout prices were not verified. Premium includes five profiles, $3 AI/month and 250 MB storage; Max 15 profiles, $8 AI/month and 500 MB. Lifetime $99.99/$249.99 replaces monthly AI budgets with non-expiring one-time $18/$48 credits; top-ups or BYOK provider charges follow. Free has one property/vehicle/crypto/broker account, five subscriptions, ten valuables and three saved plans/calculator. Comparison feature checkmarks were not preserved, so bank sync and write-tier entitlement require confirmation. Data/privacy and savings claims were not independently tested; no financial account was connected.

Workflow and handoff

Import a redacted fictional statement, verify amounts and categories and inspect MCP read/write scopes before sharing real financial records.

Pricing and practical limits

Captured annual fees are Premium $46.99/year and Max $116.99/year; monthly checkout prices were not verified. Premium includes five profiles, $3 AI/month and 250 MB storage; Max 15 profiles, $8 AI/month and 500 MB. Lifetime $99.99/$249.99 replaces monthly AI budgets with non-expiring one-time $18/$48 credits; top-ups or BYOK provider charges follow. Free has one property/vehicle/crypto/broker account, five subscriptions, ten valuables and three saved plans/calculator. Comparison feature checkmarks were not preserved, so bank sync and write-tier entitlement require confirmation. Data/privacy and savings claims were not independently tested; no financial account was connected.

Review method

Official product evidence reviewed on 2026-10-09; product artwork inspected visually. No hands-on vendor application test was performed. Application performance, security claims and plan enforcement were not independently tested.

What it can do

Features & capabilities

Unknown is different from unavailable. Each fact carries its own evidence.

CapabilityValueEvidenceChecked
Product workflowAssetli organizes financial accounts, imported transactions, investments, property and vehicle costs in a personal dashboard. Calculators and an MCP connection let compatible AI assistants read financial context and, where enabled, update records.Facts sourced2026-10-09
Pricing and restrictionsCaptured annual fees are Premium $46.99/year and Max $116.99/year; monthly checkout prices were not verified. Premium includes five profiles, $3 AI/month and 250 MB storage; Max 15 profiles, $8 AI/month and 500 MB. Lifetime $99.99/$249.99 replaces monthly AI budgets with non-expiring one-time $18/$48 credits; top-ups or BYOK provider charges follow. Free has one property/vehicle/crypto/broker account, five subscriptions, ten valuables and three saved plans/calculator. Comparison feature checkmarks were not preserved, so bank sync and write-tier entitlement require confirmation. Data/privacy and savings claims were not independently tested; no financial account was connected.Facts sourced2026-10-09

Understand the total cost

Assetli pricing & plans

Free

Free

Ongoing after 30-day Premium trial

Included scope
One profile; two banks; 500 imports/month; $0.40 AI/month

Max

Not listed

Annual $116.99; lifetime alternative $249.99

Included scope
15 profiles; $8 AI/month on subscription; 500 MB
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The practical questions

Frequently asked questions

Was the application hands-on tested?

No. This listing is based on dated official-source evidence and a visual artwork check. Unconfirmed costs and restrictions are identified explicitly.

What is Assetli used for?

Assetli organizes financial accounts, imported transactions, investments, property and vehicle costs in a personal dashboard. Calculators and an MCP connection let compatible AI assistants read financial context and, where enabled, update records.

Does Assetli have a free plan?

Free follows a 30-day Premium trial: one profile, two bank accounts, 500 imported transactions/month and a $0.40 monthly AI budget.. This record lists ongoing free access; check the plan limits before starting.

How much does Assetli cost?

No paid monthly price is listed; this record treats the product as free to start. See the plan cards for entitlements, billing commitments and seat minimums.

Can I use Assetli through an API?

MCP read/write connection is described for compatible assistants; bank sync and import features have plan restrictions not recoverable from the comparison text.. API access and subscription access may have different terms; consult the linked sources.

What should I check before choosing it?

Captured annual fees are Premium $46.99/year and Max $116.99/year; monthly checkout prices were not verified. Premium includes five profiles, $3 AI/month and 250 MB storage; Max 15 profiles, $8 AI/month and 500 MB. Lifetime $99.99/$249.99 replaces monthly AI budgets with non-expiring one-time $18/$48 credits; top-ups or BYOK provider charges follow. Free has one property/vehicle/crypto/broker account, five subscriptions, ten valuables and three saved plans/calculator. Comparison feature checkmarks were not preserved, so bank sync and write-tier entitlement require confirmation. Data/privacy and savings claims were not independently tested; no financial account was connected.

Price history

No retained pricing changes yet. A current price alone does not establish a historical trend.

How this profile is supported

Official product information

Current official product source read individually; product artwork inspected visually.

Read original source ↗

Facts apply to the named version and check date. Send a sourced correction if something changed.