AI features

Ask Verdly

Chat with an AI assistant that answers questions about your own Verdly data — your net worth, holdings, debt, performance and milestones — and never sees anyone else's.

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Ask Verdly is a chat assistant that answers questions about your own Verdly data — your net worth, holdings, categories, debt, performance and milestones. It only ever sees your numbers, and it can’t change anything.

Start a conversation

  1. Sign in at app.verdly.io and open Ask Verdly.
  2. Type your question in the box — “Ask Verdly about your portfolio…” — and select Ask.
  3. Start a new conversation, or pick up an earlier one from the list, at any time.

What you can ask

  • How your net worth has changed, and what’s driving it.
  • How your assets and debts break down.
  • Your progress towards milestones, your performance against inflation, and similar reflections.

Try opening questions like “How has my net worth changed this year?” or “Which category holds most of my debt?” and follow up from there.

Ask Verdly can explain types of financial products in neutral terms and work through illustrative “what if” sums from your figures. It won’t give investment, tax or legal advice, or recommend specific products.

Credits and limits

  • 100 credits a month, where one credit is a question and its reply. The page shows how many you’ve used and when the allowance resets.
  • Up to 500 characters per message, and up to 50 messages in a single conversation — start a new one when it’s full.

Your history and privacy

Conversations are saved so you can return to them. You can delete any conversation from the list, and everything is removed if you delete your account. Ask Verdly runs on Amazon Bedrock (Amazon Web Services), and only your financial figures are sent to it.

Next steps