Everything you need to know

Track your net worth in Verdly, from your first snapshot through to milestones and projections.

• Getting started with Verdly
• Recording snapshots and choosing a cadence
• Organising your holdings and categories
• How multi-currency works
• Understanding your dashboard
• Setting and tracking milestones
• How milestone projections work

Ask Verdly questions in plain English and surface insights across your portfolio.

• Ask Verdly
• AI Insights

Connect Verdly to your AI assistant over MCP, or reach your data through the REST API.

• Connect Verdly to your AI assistant
• API key access

Manage your account and move your data in and out of Verdly.

• Managing your account
• Importing data into Verdly
• Exporting your Verdly data