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Try the demoSample data. No account or card.

No money movementPrivate by designFree to startBank links by Plaid

Not financial advice.

Your AI CFO

See all your money in one place, and ask it anything.

myCFO brings your banks, cards, loans and investments together, then answers your questions with your real numbers.

Overview+2.4% this month

$1,355,152

Total net worth · all accounts

Cash

$91,275

Investments

$332,004

Debts

$466,627

Example

Accounts
Podcast
myIQ
Ask
Research
Alerts
AI apps

Connected accounts

Link your accounts securely with Plaid

Plaid connects your banks, cards, loans and brokerages. You sign in with your bank, so myCFO never sees your bank password.

Read onlymyCFO can see balances and transactions. It cannot move money.
EncryptedConnection keys are encrypted and stay on our servers, never in your browser.
Your choicePick which accounts to share, and disconnect any of them from Connections.

Podcast

Your money, as a morning briefing.

A few minutes each morning on what changed and what to watch, read aloud.

myIQ

myIQ finds what your money could be doing.

Idle cash, rising fees and forgotten subscriptions, with what each is worth. You decide what to act on.

Ask myCFO

Ask anything. Get answers from your real numbers.

Plain-English answers about spending, debt and investments, with the figures they came from.

Research and Radar

Deep research, and a radar that never sleeps.

Reports on a stock, a fund or your whole portfolio, plus scheduled checks that tell you when something needs a look.

Alerts and nightly summary

Know what changed, without opening the app.

Custom email alerts for the things you care about, and a short nightly summary.

Your AI apps

Bring your numbers to ChatGPT, Claude and other AI apps.

Works with any AI app that supports MCP connectors. Read-only, and you can revoke it anytime.

Also in myCFO

Everything else, in the same workspace.

Portfolio and net worth
Holdings, allocation, assets and debts in one view.
Transactions
Every account in one list, categorized, with your own rules.
Goals
Set savings and payoff goals and track your progress.
Two-step verification
Protect your sign-in with an authenticator app.

On the way

What we are building next.

Coming soon
Ambient AI
Sees the page you are on, so you can point and ask.
Coming soon
myIQ Benchmarks
Compare your mix with well-known model portfolios.
Coming soon
Cash Ahead
A 30-day cash-flow view and a low-balance alert.
Coming soon
Market news and earnings
News and earnings dates for what you own, plus a daily recap.
Coming soon
Money Sense
A daily guess-then-reveal on your own numbers.
Coming soon
Chapters
Your monthly money recap and your year in money.
Coming soon
Coffee with myCFO
Short money lessons with an AI tutor, on your numbers.
Coming soon
Talk to myCFO
Ask out loud and hear the answer back.
Coming soon
iPhone and Android apps
myCFO in your pocket, with your daily briefing.

Trust

Private by design, free to start.

Private by design.

Your workspace is isolated and encrypted in transit.

Yours to reset.

Clear your workspace from Settings whenever you want.

Free

Free to start.

No card needed.

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The demo and your account are free to explore.