A net worth tracker built around intent.
Nine capabilities, one calm picture of where your money is going. Each of Verdly's features is designed for clarity, control, and habits you can actually keep.
Purposeful data
You decide what counts, and when it changes.
Verdly does not monitor your bank accounts or pull statements automatically. Every entry is a deliberate moment of reflection: you choose which assets and debts to track, organise them in a way that works for you, and update the data when you choose to. The result is a wealth picture you understand — because you put it there yourself.
Flexible snapshot cadence
Snapshot your wealth on the cadence that suits you.
Some people review their finances every month. Others only when something meaningful changes. Verdly preserves the full history regardless of frequency, so trends stay coherent whether you log monthly, quarterly, or only when the numbers move.
Dashboard
A single, focused view of your net worth.
See your assets, your debts, recent activity, and trends without endless drill-downs. The dashboard is designed for clarity at a glance: the numbers that matter, sized for the screen you are on.
Multi-currency
Hold assets in any currency. See the total in yours.
Track holdings in any of nearly thirty supported currencies, with no limit on how many you mix. Each holding keeps its native value, while totals, breakdowns, and projections roll up into the base currency you choose. Rates update daily from the European Central Bank, so the picture stays current.
Milestone tracking
Set targets that mean something.
Pay off a loan, hit a savings goal, reach a net-worth milestone. Verdly charts each target from your own snapshots — the trend so far and a projection of when you are on track to reach it — so the path towards every milestone stays visible.
Data import & export
Bring your data in. Take it out whenever you want.
Verdly supports portable formats so your wealth history is never locked in. Migrate from a spreadsheet, export back to one, and keep your data where it belongs — with you.
Ask Verdly Pro
Ask questions about your portfolio, in plain words.
Ask Verdly is a chat built around your own numbers. Ask how your net worth has moved, where your money sits, or what changed since last quarter, and get a grounded answer in seconds. It only ever sees the figures you have already recorded — nothing is pulled from your bank or anywhere else — and it points you at what your data shows rather than telling you what to do.
AI Insights Pro
The trends and patterns behind your net worth, in plain language.
AI Insights looks across your whole history to surface what is really going on: what is driving your growth, how your wealth is spread across your categories, and where momentum is building or fading. It is commentary on the figures you have recorded, not financial advice, and you choose when to generate it from the dashboard.
Connect your AI assistant Pro
Bring your Verdly figures to the AI tools you already use.
Verdly runs a remote MCP (Model Context Protocol) server, so an AI assistant such as Claude, Cursor, or VS Code can read your net-worth data and answer questions grounded in your own numbers. Authenticate with a Verdly API key and the connection is read-only — your assistant can see your figures, never change them.
Want to dig deeper?
Read our notes on tracking habits, snapshot cadence, and healthy financial routines on the Verdly blog.