Related Products
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About
Tired of one-size-fits-all investing?
Fulfilled gives you a private-bank experience without moving a dollar.
In seconds, we craft a fully tailored financial plan and investment portfolio, powered by the institutional research the ultra-rich rely on, and we keep it updated as your life changes.
Your money stays right where it is. We show you exactly what to invest in and why, with zero bias and total transparency.
Get early access and start investing like you’re already rich.
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About
OpenBudget connects your bank and investment accounts to Claude, ChatGPT, and any other AI assistant through MCP, so you can ask real questions about your money and get real answers, not generic advice.
Once connected, every transaction and every holding syncs automatically. Ask about your spending, your net worth, your dividend income, or what you'd owe in capital gains tax before you sell, and Claude answers from your actual accounts instead of guessing.
The connection is read-only. OpenBudget can see your data but can never move money, place a trade, or change anything in your accounts. It works with whichever AI client you already use, so you're not locked into one app to get value from it.
Plans start at $5/month with a 7-day free trial.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
High-income millennials seeking personalized investment advice, Affluent professionals who want institutional-quality research, DIY investors looking for sophisticated portfolio guidance, Tech-savvy individuals who prefer digital financial planning, Middle-to-upper income earners aspiring to wealth-building strategies
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Audience
Individuals looking to track personal finances, investors monitoring portfolios, and users of AI assistants like Claude or ChatGPT who want to analyze their financial data.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$5/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFulfilled
Founded: 2025
United States
www.fulfilledwealth.co
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Company InformationOpenBudget
Founded: 2025
United States
www.openbudget.sh/
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Categories |
Categories |
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Integrations
ChatGPT
Claude
Cursor
Hermes 4
Model Context Protocol (MCP)
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