Vestiio

Vestiio

Vestiio GmbH
+
+

Related Products

  • ChatD&B
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Retool
    593 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • North One
    5,042 Ratings
    Visit Website
  • Concord
    237 Ratings
    Visit Website
  • JAMS Scheduler
    279 Ratings
    Visit Website
  • Evertune
    1 Rating
    Visit Website
  • FinOpsly
    3 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website

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.

About

Vestiio is a portfolio tracker and AI analyst for private investors who hold stocks and ETFs across one or more brokers. Connect US and Canadian brokers read-only through Plaid, or import a statement. Vestiio shows your time-weighted return against the benchmark you choose, your dividend income, and what your funds really own: the companies you hold twice, how much your ETFs overlap, and your true sector mix. Ask the AI analyst about your own portfolio. It knows your holdings, notes and strategy and answers from live data. Pro adds Radar, news alerts about what you hold; Premium adds Scouts, questions you ask once that Vestiio checks every week. Research tools include a stock screener with the V-Score, 13F filings from well-known fund managers, and market briefings. Share a portfolio privately or join a leaderboard. Vestiio is read-only: it never trades or moves money. Data is hosted in Switzerland. Start with a Demo on sample data, no card needed. Plans from $19 a month.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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.

Audience

Private investors who hold stocks and ETFs across one or more brokers and want to see their true return, what their funds really own, and research on every stock they hold

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$5/month
Free Version
Free Trial

Pricing

$19/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

OpenBudget
Founded: 2025
United States
www.openbudget.sh/

Company Information

Vestiio GmbH
Founded: 2026
Switzerland
vestiio.com/en

Alternatives

WealthNX

WealthNX

WealthNX AI

Alternatives

No Alternatives
Gains App

Gains App

Gains Money App Ltd

Categories

Categories

Integrations

ChatGPT
Claude
Cursor
Hermes 4
Model Context Protocol (MCP)

Integrations

ChatGPT
Claude
Cursor
Hermes 4
Model Context Protocol (MCP)
Claim OpenBudget and update features and information
Claim OpenBudget and update features and information
Claim Vestiio and update features and information
Claim Vestiio and update features and information