Violetly
Violetly helps investors track their portfolio, monitor net worth, organize financial accounts, and understand their wealth in one place. Ask the agent a question and it charts, updates, and automates without clicking through every screen.
Violetly Agent
DemoScripted preview. Get started to use the live agent.
Cockpit
Stacked assets, cash residual, and live composition. Hover any point for the same tooltips you get inside the app.
$248,420.00
$42,800.00
Net Worth
$248,420.00
Composition
Finances
A clear spending chart so you know what actually moved, not just what you intended.
Income vs Expenses
Monthly totals from your transactions (USD)
Plan
Projected cash flow stays visible so planning does not stop at today, and active goals track how far you still have to go.
Active Goals
in 8 months, 16 days
in 4 years, 3 months
in 2 months, 15 days
Cash flow calendar
2026Jan
+$8,200.00
−$5,100.00
+$3,100.00
Feb
+$8,600.00
−$5,420.00
+$3,180.00
Mar
+$9,000.00
−$5,740.00
+$3,260.00
Apr
+$8,200.00
−$6,060.00
+$2,140.00
May
+$8,600.00
−$5,100.00
+$3,500.00
Jun
+$9,000.00
−$5,420.00
+$3,580.00
Jul
+$8,200.00
−$5,740.00
+$2,460.00
Aug
+$8,600.00
−$6,060.00
+$2,540.00
Sep
+$9,000.00
−$5,100.00
+$3,900.00
Oct· projected
+$8,600.00
−$5,400.00
+$3,200.00
Nov· projected
+$8,600.00
−$5,400.00
+$3,200.00
Dec· projected
+$8,600.00
−$5,400.00
+$3,200.00
Investments
Holdings rolled into a portfolio view: stocks, ETFs, bonds, crypto, without leaving Violetly.
Allocation
Track your portfolio, net worth, and accounts with Violetly. Ask once and the agent updates your numbers.