intelliAssets

intelliAssets - Smarter Asset Management, Simplified is an AI-powered asset and personal finance management platform designed for both individuals and businesses. It consolidates investment tracking, cryptocurrency analytics, profit/dividend monitoring, watchlists, budgeting, and forecasting into a single, real-time interface. The tool aims to help users make smarter financial decisions by providing unified insights, automated tracking, and seamless integrations with external platforms.

How to Use intelliAssets

1. Create an account and log in. Access an all-in-one dashboard for investments, crypto, personal finances, and more.
2. Connect your financial data. Import or link portfolios, bank accounts, exchanges (e.g., Binance), and other financial sources to enable real-time tracking.
3. Track your assets. Monitor stocks, ETFs, mutual funds, and cryptocurrencies with AI-powered analytics and live market data.
4. Manage and optimize. Use personalized insights to track profits, dividends, and performance across portfolios.
5. Plan and forecast. Leverage budgeting tools and forecasting features to gain better control of personal finances and future outcomes.

Core Capabilities

• Unified Asset Management: Manage all assets—from investments to personal finances—in one seamless platform.
• Real-Time Tracking: Access live market data, asset performance metrics, and custom alerts.
• AI Insights: Leverage AI to uncover patterns, automate tracking, and support data-driven decisions.
• Seamless Integrations: Connect to platforms like Binance for easy import/export of data.
• Comprehensive Portfolio Support: Track and manage investments across stocks, ETFs, mutual funds, and cryptocurrencies.
• Personal Finance Tools: Detailed budgeting, tracking, and forecasting features for individual users.

How It Works

• Sign in and connect your data sources (portfolios, crypto wallets, exchanges, banks).
• The platform continuously tracks assets, calculates profits/dividends, and provides real-time analytics.
• AI insights help you understand performance trends and optimize allocations.
• Generate reports, keep watchlists, and set alerts to stay informed.

Plans & Pricing

• BASIC (Free): Portfolios 1, Transactions 30, AI Chats 100.
• PRO: $2.25 USD / month. Portfolios 5, Transactions 250, AI Chats 2000.
• INVESTOR: $16 USD / month. Portfolios 10, Transactions 2000, AI Chats Unlimited.
• ENTERPRISE: Custom plan with unlimited portfolios/transactions/AI chats.
• All plans include access to unified asset management, real-time tracking, AI insights, and integrations, with options for yearly billing (20% off).

Support & Company Info

• Support: [email protected] (Technical Support, Sales, Media, Bug Reports).
• Legal & Policy: Terms of Service, Privacy Policy, Cookie Policy, Distance Sales Agreement, Delivery & Refund Policy.
• Company: IntelliAssets LLC, © 2025.

Features

• Unified Asset Management across investments, personal finances, and more
• Real-Time Tracking with live market data and custom alerts
• AI Insights for data-driven decision making
• Seamless Integrations (e.g., Binance) for easy data import/export
• Comprehensive Portfolio Support (stocks, ETFs, mutual funds, crypto)
• Personal Finance tools: budgeting, tracking, forecasting
• Multi-plan pricing with annual savings option
• Support and contact options across departments