Cobalt
Your finances, unified. Chat with your data.
Trusted integrations
Everything in one place
Cobalt brings your accounts and documents together with powerful AI.
MSFT
Microsoft Corporation
135.41
+1.73 (1.29%)
AAPL
Apple Inc
210.20
+3.70 (1.79%)
ADBE
Adobe Inc
287.45
+4.74 (1.68%)
LYFT
Lyft, Inc.
52.44
-0.64 (-1.22%)
Link brokerage accounts
Connect Robinhood, Fidelity and more to see holdings and performance.
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Drop files here or click to upload
Upload documents
Import W-2s, 1099s, and receipts for AI-powered summaries.
AI finance chat
Ask questions like 'Why did my spending spike?' and get answers.
Monthly Spending Trend
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View spending trends
Understand categories and month-over-month changes.
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Portfolio up 2.3%
NewYour investments gained $1,247 today
Receive updates about your finances
Get real-time notifications about your portfolio, bills, and spending.
What users say
Real stories from people using Cobalt to make smarter decisions.
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Alex Johnson
“Cobalt surfaces insights from my brokerage and credit data in seconds. It’s become my daily finance assistant.”
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Priya Shah
“Uploading tax docs and asking questions about deductions saved me hours. The AI summaries are spot on.”
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Michael Chen
“Being able to chat with my spending trends and credit health made budgeting so much easier.”
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Sara Gomez
“All my financial life in one place — and it actually feels delightful to use.”
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Diego Alvarez
“Linking my accounts took minutes. The real-time alerts help me stay ahead of bills and investments.”
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Emily Park
“I love the clean UI. The AI explanations are simple and super helpful for non-experts like me.”
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Noah Williams
“Cobalt made tax season painless. Upload, summarize, done.”
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Aisha Khan
“Finally, everything in one dashboard. The spending trends view is addictive.”
Bring clarity to your finances
Connect your accounts, upload docs, and chat with your data — all in one place.