Finance Workspace
7 days freeCard-required trial, then $9.99 once for lifetime local access unless you cancel first.
Start free trialAssetly Financial Planner
Take Control of your finances with a 7-day free trial of Assetly. Subscribe to Assetly for $2.99/mo to access your data anywhere, or buy once and own it for $9.99.
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Choose Your Workspace Plan.
Join Assetly Now.
Join Assetly members using a modern way to track finances. Bring cash flow, debt, credit cards, investments, and tax planning into one private workspace, then choose local lifetime access or cloud sync.
Cloud Subscription
7 days freeCard-required trial, then $2.99/mo for Assetly access and cloud sync unless you cancel first.
Start free trial- 💵 7-day free trial
- 💳 Card required
- ☁️ $2.99/mo after trial
- 🧾 $9.99 once after trial
- 💻 Browser workspace
Real screenshots
Pick a workspace view
Click any Assetly area to preview the real screen before creating your workspace.
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🧭 PreviewOur Guarantee
Lifetime Guarantee
After the 7-day trial, lifetime local access is a one-time purchase unless you cancel first. Hosted updates arrive automatically online, support handles issues, and automatic backup behavior stays built into the app.
Automatic hosted updates
Because Assetly runs online, improvements publish to the hosted workspace without a new download.
Problems fixed immediately
If something breaks or blocks your workflow, support treats it as urgent and gets the fix moving right away.
Automatic backup protection
Assetly creates backups as you work so accidental edits or storage issues are less likely to cost you data.
Personal AI Agent Integration
Use your own AI agent with Assetly.
Edit finance data with your own AI agent.
Give AI a structured view of your finances.
Approve AI changes before they update your data.
Investment Workspace
A dedicated side for portfolio decisions.
Holdings, lots, tax planning, performance, and portfolio questions in one place.
Live market quote
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Built for the parts of money that generic tools skip.
Assetly is made for repeated use: scanning balances, checking upcoming payments, reviewing investments, and planning taxes from the same place.
Capability
Spreadsheet
Bank app
Assetly
Custom finance software
DIY setup
Generic views
Purpose-built
Net worth plus cash flow
Manual formulas
Limited
Included
Debt and card payoff tracking
Manual formulas
Partial
Included
Stock lots and tax sales
Manual sheets
Rare
Included
Tax planner and yearly reports
Separate tool
Rare
Included
Personal AI Agent Integration
Not available
Closed system
Only Assetly
What you get
A full finance manager, not a thin budget widget.
One serious money workspace
Net worth, cash flow, savings, credit cards, debt, stocks, crypto, and goals live in the same browser workspace.
Credit card and debt command
Track APRs, minimums, due dates, statement balances, carried balances, and payoff progress.
Investing with tax lots
Follow positions, lots, cost basis, price snapshots, realized sales, and gain/loss movement.
Tax planning included
Estimate ordinary income, capital gains, withholding, projected tax, and yearly report views.
Local-first privacy
Assetly is built for local browser data with validation, backups, and recovery-minded storage.
AI review cards
Use the optional AI agent for cleanup ideas, then approve or dismiss every proposed edit.
FAQ
Questions before signup.
What do I get after buying?
After checkout, Assetly starts your 7-day trial and unlocks your editable browser workspace. Finance Workspace stays local by default, while Cloud Subscription includes cloud save.
Is there a download?
No. The new Assetly flow opens in the hosted workspace instead of asking you to install a desktop app.
Is this a bank connection app?
No. Assetly is a private finance manager where you control the records, optional market-data settings, and optional AI settings.
Is Windows ready?
The main product now runs in the browser, so Windows and Mac users can use the same workspace flow.
Is Assetly giving financial or tax advice?
No. Assetly is tracking and planning software. Estimates are educational and depend on the records you enter.
How much does Assetly cost?
Assetly has two card-required trials. Finance Workspace is free for 7 days, then $9.99 one time for lifetime local access unless canceled. Cloud Subscription is free for 7 days, then $2.99/mo with cloud save while subscribed.
Open the workspace
Start Assetly Financial Manager.
Start with 7 days free. Finance Workspace is $9.99 once after trial; Cloud Subscription is $2.99/mo after trial.