Cobalt

Other finance apps give you homework

Talk to your money.

Spend seconds, not Sundays, on yours.

Get started free

Works where you already do

ClaudeCursorChatGPTRaycastTerminalVS CodeWarp

Less budgeting.
More knowing.

MCP

Cobalt lives inside your chatbot.

Ask about your money from Claude, Cursor, or ChatGPT — no tab-switching, no copy-paste. Your finances go wherever you already think.

youwhat did I spend on restaurants last month?
cobalt
→ tool call: transactions.sum(category="restaurants")

$847 across 23 transactions — 18% over September. Three late-night Uber Eats orders did most of the damage.

Command-K

Anything, in a keystroke.

Search a transaction. Categorize a charge. Jump to a holding. Hit ⌘K and type what you want — Cobalt does the rest.

⌘Kcategorize WHOLE FOODS #384…
Categorize as Groceries
Mark as recurring
Show all Whole Foods transactions
Set a monthly cap

Ask anything

Answers, not dashboards.

Stop staring at charts hoping for a clue. Ask the question you actually have — and get a sentence back.

am I on track to hit $20k saved by December?

Yes — you're at $16,820 and saving $1,240/mo on average. You'll clear $20k around November 18 if nothing changes.

Every account

One brain for all your money.

Banks, brokerages, cards, crypto. Connect in minutes and Cobalt keeps everything fresh — so every answer uses every account.

Chase Checking
$4,218
Ally Savings
$18,430
Fidelity Brokerage
$112,908
Amex Platinum
$2,104
Coinbase
$8,762

Subscriptions

Catch what's bleeding you dry.

Every recurring charge, surfaced before it hits. Cancel the ones you forgot you signed up for.

Oct 3Netflix
$20
Oct 7Spotify
$11
Oct 12ChatGPTunused 60d
$22
Oct 14iCloud
$9
Oct 20Planet Fitnessunused 60d
$60

Investments

Holdings without the spreadsheet.

Positions, cost basis, and performance across every brokerage — in one place you can actually ask questions about.

TickerValue%Gain
AAPL$24,10218%+42.1%
VOO$18,84014%+12.4%
NVDA$16,22012%+8.7%
TSLA$12,0059%−3.2%
MSFT$9,4187%+22.0%

Ready to talk
to your money?

Two minutes to connect an account. Cobalt takes it from there.

Get started free
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