Stop guessing where your money goes.
Net worth, budget, investments, and debt in one dashboard — and now in your AI: ask ChatGPT or Claude about your money, or log an expense straight from chat.
Cancel anytime · GDPR · EU-hosted · Bank-grade encryption · USD EUR PLN GBP CHF
Net worth
vs last month
Total assets
$284,120
Liabilities
$54,619
Everything in one place
One dashboard replaces the spreadsheet, the four apps, and the Sunday-night ritual.
Your complete net worth, live
Assets minus liabilities across every account, currency, and asset class.
Budget & expenses
Needs, wants, and limits that match real life.
12% under budgetInvestments & portfolio
Stocks, crypto, funds — live pricing, one allocation view.
crypto 15 min · stocks dailyEmergency fund
Months of runway, measured against real spending.
4.2 of 6.0 monthsDebt & mortgage simulator
Overpay or invest? Model it, don’t guess.
payoff −3y 4m · save $18,402Multi-currency, natively
Five currencies, one consolidated net worth.
USD EUR PLN GBP CHFLog by voice
Say it — AI files it in the right category.
“Coffee, 4.20” → WantsAsk your AI
Your data in ChatGPT & Claude via MCP.
10 free calculators
FIRE, mortgage, compound interest & more.
Manage your money from ChatGPT or Claude
Selfinance speaks the open MCP standard. Point the AI you already use at your connector — log expenses, record trades, plan your payday, review your budget. Grounded in your live numbers, and it updates your Selfinance records, never your bank.
Settings → Connectors → Add custom connector, paste the URL, sign in with Google.
https://mcp.selfinance.pro/mcpOpen Claude connectorsPer-user Google sign-in · updates records, never real money · disconnect anytime · included on every plan
From signup to clarity in minutes
Set it up once and watch your complete financial picture come together automatically.
Create your account
Sign in with Google — base currency and sensible defaults are set up for you.
Connect your AI
Plug the connector into ChatGPT or Claude and manage money wherever you already chat.
Add assets & debts
Stocks, crypto, real estate, mortgages, and loans — your net worth updates automatically.
Track expenses daily
Log in seconds — typed, by voice, or straight from your AI chat.
Coming from a spreadsheet, YNAB, or a four-app stack?
Most people arrive from one of three setups. See exactly what changes — honestly, trade-offs included.
From a spreadsheet
The unpaid-maintainer exit
- Prices, FX and charts update themselves
- Keep the manual control you trust
- Sunday ritual: five minutes, not an hour
From YNAB or a budget app
Keep the budget, add the rest
- Investments, net worth & debt join the budget
- Multi-currency, EU-hosted
- $60–90/year instead of $109
From four apps
Replace the glue, keep your broker
- One login, one net-worth number
- Budget and portfolio finally linked
- One AI connector for the whole picture
Your money data, treated like it’s yours
Everything is encrypted, nothing is sold, and your data stays yours — you can export the picture you built and delete everything on demand.
You control every entry
You decide what Selfinance tracks — it can never touch your accounts or move money.
Encrypted in transit and at rest
Your data is encrypted on the wire (TLS) and at rest in the database.
We never sell data
Your financial data is never sold, rented, or shared with advertisers.
Delete anytime
Delete your account and everything in it, on demand — no lock-in, no retention tricks.
Plans for every financial journey
Upgrade to Pro for unlimited portfolios and full history — switch or cancel anytime.
Base
For individuals starting their journey
$60 / year · 2 months free
- 1 portfolio · 10 items per type
- 3 months of history
- AI connector for ChatGPT & Claude — everyday allowance
- Email support
Pro
For active investors and growing portfolios
$90 / year · 2 months free
- Unlimited portfolios · 100 items per type
- Full history
- AI connector for ChatGPT & Claude — 5× the Base allowance
- Priority email support
Both plans: all asset types · auto-compound · market data (crypto 15 min · stocks, commodities, FX daily) · MCP connector
Frequently asked questions
Quick answers to the questions people ask most before getting started.
What is Selfinance?
Selfinance is a personal finance platform that brings your whole financial life into one dashboard — net worth, expenses and budget, investments, emergency fund, and debt. It turns scattered accounts into a single, always-current picture and offers insights to improve your financial health.
I use four different apps to track my money — can Selfinance replace all of them?
Yes. Selfinance tracks everything in one place: incomes, expenses, assets (stocks, crypto, deposits, commodities, real estate, custom assets), liabilities (mortgages, loans, credit cards), and your budget. One dashboard, one subscription.
How do I connect Selfinance to Claude or ChatGPT?
In Claude (claude.ai or Desktop), open Settings → Connectors, choose “Add custom connector”, and paste https://mcp.selfinance.pro/mcp. In ChatGPT, open Settings → Connectors, enable Developer mode, choose “Create”, and paste the same URL. Sign in with Google when prompted. In Claude Code it’s one command: claude mcp add --transport http selfinance https://mcp.selfinance.pro/mcp.
Can a connected AI move my real money?
No. A connected AI only updates your Selfinance records — it can never touch your bank, broker, or real money. Sensitive actions like recording trades or moving cash between pockets require an explicit preview → confirm step, and you can disconnect anytime from Account settings.
Is my financial data secure with Selfinance?
Security is our top priority. We use bank-grade encryption to protect your data in transit and at rest, and we never sell your personal information to third parties.
Can I cancel my subscription at any time?
Yes. Cancel anytime from your account settings. If you cancel, you keep access to your plan’s features until the end of your current billing period.