Every release.
On the record.

A lot is in the works. New releases land on this timeline the moment they ship, and waitlist members are invited first.

• Kapi answers grounded in your own accounts, not illustrative data
• Goal planning with a what-if simulator
• Spreadsheet import for historical transactions
• Family accounts on the Max plan
• Customizable dashboard layouts
• Sector, currency and geographic portfolio analysis

Kapi, your personal AI CFO, opens in early preview with illustrative conversations. The same release brings company equity into net worth and puts a date on debt-free.

• New

  Kapi early preview: Explore net worth, investments, asset values and cash flow in conversation. Answers use illustrative data while personalised responses are in development. Pro Meet Kapi: Kapi early preview

• New

  Company equity: Shares, stock awards and options in one workspace. Record 409A, preferred and custom prices, and revise valuations as they change. Pro Explore: Company equity

• New

  Debt payoff strategies: Avalanche and snowball compared side by side: total interest, months to freedom and the exact date each plan clears the last balance. Pro Explore: Debt payoff strategies

• Improved

  Debt-free date in the payoff chart: Change your monthly payment and watch the payoff curve and the date move with it. Pro

Net worth now goes beyond accounts. Add your home, a collection, a domain or studio equipment with your own valuations, and see the total alongside everything you have connected.

• New

  Property and other assets: Choose one of 15 asset types, add the details that identify it and enter a current estimate. Each estimated value contributes to net worth. Free Explore: Property and other assets

• New

  Valuation history: Every manual valuation is kept, so the value of an asset can be read over time rather than as a single number. Free

• New

  Subscription tracking: Recurring charges are detected from your transactions and listed with the next renewal date. See what renews next and decide before it does. Pro Explore: Subscription tracking

• Improved

  Data export and deletion: Export everything Assely holds about you, or delete your account and every record with it, from settings. Deletion removes connections, history and personal data. Free Security: Data export and deletion

Brokerage accounts join the ledger. Holdings, prices and profit and loss sit next to your bank accounts, and every balance rolls up into one reporting currency.

• New

  Investment portfolio tracking: Stocks, ETFs, bonds, mutual funds, crypto and commodities across your accounts, with real-time prices and profit and loss. Nine asset classes in one ledger. Pro Explore: Investment portfolio tracking

• New

  Brokerage connections through SnapTrade: Connect supported brokerages with the same read-only scope as bank connections. Coverage and market data vary by broker and security. Pro

• New

  Manual portfolios: Create portfolios and add positions by hand for accounts that cannot be connected yet. Pro

• New

  Multi-currency accounts: Hold accounts in different currencies and see one converted total. Conversion happens in the system layer, so you read one number. Pro

• Improved

  Dividends and investment income: Dividend payments are recognised as income and appear in cash flow alongside salary and other inflows. Pro

Budgeting grows up. Categories nest, limits replicate month to month, and a correction you make once becomes a rule applied across your whole history.

• New

  Hierarchical budgets: Set a limit per category and nest categories under a parent. Monthly budgets replicate forward so the plan does not have to be rebuilt every month. Free Explore: Hierarchical budgets

• New

  Transaction rules engine: Correct a category once and Assely turns the correction into a rule, applied retroactively, so the same merchant never lands wrong twice. Pro

• New

  Saved filters, tags and bulk edits: Filter transactions by any combination of account, category, tag and date, save the view, and edit many rows at once. Pro

• New

  CSV and PDF export: Export any filtered transaction view as CSV or a formatted PDF statement. Pro

• Fixed

  Categorisation accuracy: Merchant matching handles card-terminal suffixes and localised merchant names, so fewer transactions land in Uncategorised. Free

The first waitlist members are in. Assely opens with read-only bank connections across 2,500+ institutions, automatic categorisation and a single net worth figure you can trace back to its source.

• New

  Bank connections through Salt Edge: Connect banks across the EEA and the UK. You authenticate with your bank directly, and Assely holds read-only tokens, never credentials. Free Security: Bank connections through Salt Edge

• New

  Automatic categorisation: Every transaction lands in a category the moment it syncs, with monthly spending reports built on top. Free

• New

  Net worth: One figure across every connected account, with the breakdown behind it, updated on every sync. Free

• New

  Encryption in transit and at rest: Data moves over TLS and is stored under AES-256 encryption. There is no unencrypted copy of your financial data. Free