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Pulls bank, brokerage, crypto and property balances into one ledger with a chat assistant over the data
Maxint collects accounts from banks, brokerages, crypto exchanges and property records into a single personal ledger, then puts a chat assistant it calls Finsight on top, so you ask questions about your own numbers instead of reading static reports. It ships as a web app, desktop builds for macOS, Windows and Linux, and mobile apps, and has added an MCP server so other AI tools can query the same data. A free Essential tier covers the personal ledger and three invoices a month; paid tiers are roughly thirteen and twenty-five dollars a month. The terms are blunt that Maxint Inc. is a financial operating system and technology platform, not a registered investment adviser, CPA firm or broker-dealer, so nothing it outputs is advice.
Essential is free and includes the personal general ledger, encryption and three invoices a month. Intelligence is $12.99/month and Maxint OS $24.99/month, both with yearly options the site advertises at a large discount. No card is required to try it.
Use tool ↗Broader coverage than most net-worth trackers, since crypto and real estate sit in the same ledger as bank and brokerage accounts, and the MCP server is a genuinely unusual touch for consumer finance software. Read the terms first: the product is framed as an assistant that is explicitly not giving you financial advice.
Watch out: Its terms explicitly disclaim being a registered investment adviser, CPA or broker-dealer, so treat the assistant's output as organisation, not guidance.
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