Net worth tracking 2

AI-powered financial advisor for self-directed investors with portfolio management tools. PortfolioPilot is an AI-powered financial advisor designed to help self-directed investors manage their portfolios. It offers features such as portfolio tracking, tax optimization, estate planning, scenario modeling, and personalized investment advice. The platform uses sophisticated financial models and AI to empower users to make data-driven investment decisions without commissions or human bias.

AI-powered personal finance platform for spending, property, budgets, and wealth tracking Kleev is an Australian personal finance platform that acts like an AI CFO. Users upload bank, credit card, mortgage, and property statements without connecting a bank login. Kleev categorises transactions, tracks spending and recurring payments, supports budgets and goals, monitors net worth, and provides property investment analysis. Property tools include rental yield, cashflow, equity, offset projections, loan tracking, depreciation, statement grids, and EOFY tax reporting. Kleev AI analyses uploaded financial data, highlights trends, answers questions, models scenarios, and generates monthly CFO reports for general educational purposes only.