Wealthos
Wealthos is a personal wealth tracking and forecasting platform. Learn more at https://wealthos.cc
Key capabilities of Wealthos:
➡️ Overview of your total wealth: a unified total balance across all financial accounts, in any currency, with category breakdown.
➡️ Account management: list, add, update, delete financial accounts.
➡️ Currency conversion magic: balances in your international accounts are automatically converted to a preferred currency.
➡️ Income & expenses: recurring or one-time items, automatically categorized.
➡️ Wealth forecasting: run financial projections and "what-if" scenarios.
➡️ Goals: set targets, auto-track progress against total wealth or linked accounts.
➡️ Personalized wealth metrics: define formulas in natural language and track against your wealth data.
Wealthos provides a hosted MCP server. To get access, create an account at https://wealthos.cc.
You can connect Wealthos to Claude, ChatGPT, OpenClaw, or any MCP-compatible AI tool.
Server Config
{
"mcpServers": {
"wealthos": {
"url": "https://mcp.wealthos.cc",
"headers": {
"Authorization": "<your-wealthos-token>"
}
}
}
}