Violetly
Net worth, cash flow, investments, and plans in one cockpit. Type a question — the agent charts, updates, and automates so you do not have to click 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
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· projected
+$8,600.00
−$5,400.00
+$3,200.00
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 the OS.
Allocation
Get started and ask once — Violetly updates the OS.