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Description
CFO Silvia is an AI-driven financial intelligence platform that acts as a personal CFO for modern investors. It centralizes financial data by connecting banking, brokerage, crypto, loan, and asset accounts into a single, real-time view. CFO Silvia tracks net worth changes, investment performance, and asset values automatically. Through conversational chat, users can ask CFO Silvia questions about their finances and receive context-aware insights. The platform identifies risks such as overexposure, unnecessary fees, tax drag, and inefficient cash allocation. CFO Silvia enables users to run detailed scenario analyses to model future financial outcomes. It leverages real-time financial data and web research to generate actionable reports. Strong encryption and read-only access ensure user data remains secure. CFO Silvia removes the need for spreadsheets and fragmented tools. It gives users clarity and confidence over their entire financial picture.
Description
Ghostfolio serves as a privacy-centric, open-source platform designed to manage your personal finance dashboard. It allows users to analyze their asset distribution, understand their net worth, and make well-informed investment choices based on reliable data. This tool is tailored for busy individuals who wish to monitor their stocks, ETFs, or cryptocurrencies without compromising their privacy. By aggregating financial information from various sources, Ghostfolio offers a comprehensive view of your finances. Users can operate Ghostfolio anonymously, ensuring full ownership of their financial data. The application is continually enhanced thanks to a robust community of contributors. Whether you trade stocks, ETFs, or cryptocurrencies across different platforms, Ghostfolio is ideal for those seeking insights into their portfolio allocation, who prioritize diversifying their financial assets, or who aspire to achieve financial independence. This lightweight wealth management tool empowers individuals to not only track their investments but also to make informed, data-backed financial decisions. Furthermore, the interface is user-friendly, making it accessible for anyone interested in improving their financial literacy and management skills.
API Access
Has API
API Access
Has API
Integrations
Charles Schwab
Coinbase
Fidelity
J.P. Morgan Payments Platform
Redfin
Robinhood
Vanguard
Zillow
Integrations
Charles Schwab
Coinbase
Fidelity
J.P. Morgan Payments Platform
Redfin
Robinhood
Vanguard
Zillow
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$15 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CFO Silvia
Founded
2025
Country
United States
Website
www.cfosilvia.com
Vendor Details
Company Name
Ghostfolio
Country
United States
Website
ghostfol.io/en/start