Related Products
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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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About
OptiVault is an AI-powered personal financial advisor app for iOS that helps users automate financial planning, optimize spending, and grow their net worth by securely syncing bank accounts, credit cards, and crypto wallets via Plaid with bank-grade 256-bit encryption and read-only access; once connected, the AI performs an instant comprehensive financial health analysis, detects wasted subscriptions and abnormal spending patterns, categorizes transactions automatically, and adjusts daily budgets without manual entry, while providing smart budgeting, net worth tracking with projection charts, automated savings transfers, and retirement planning tools. The AI scans for “vampire costs,” highlights saving opportunities, and creates a personalized roadmap toward financial goals such as emergency funds or a house, complemented by expert AI support with instant responses to questions about crypto, taxes, or budgeting.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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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Audience
Individuals looking for a mobile AI financial advisor to manage money, automate budgets, and improve financial health
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$5/month
Free Version
Not Supported
Free Trial
Supported
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationOpenBudget
Founded: 2025
United States
www.openbudget.sh/
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Company InformationOptiVault
United States
optivault.co
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
ChatGPT
Supported
Claude
Supported
Cursor
Supported
Hermes 4
Supported
Model Context Protocol (MCP)
Supported
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Integrations
ChatGPT
Not Supported
Claude
Not Supported
Cursor
Not Supported
Hermes 4
Not Supported
Model Context Protocol (MCP)
Not Supported
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