Bring your portfolio and cash picture into AI—without giving it the keys.
Kevor is the read-only financial context layer for AI assistants. Connect brokerage, checking, savings, credit cards, and recurring bills once, then ask questions using the minimum live financial context needed to answer them.
Read-only by design · No money movement or trades · Minimum data per request · Disconnect anytime
Across your linked accounts, investments are up $3,240 this week, cash is down $612, and two recurring charges renewed.
Largest recent card charges: Delta $421 and AWS $96
Data as of 6 minutes ago
Launched with Plaid connectivity. Additional connection providers are planned over time.
Connect once. Ask better questions.
Kevor gives your assistant context—not control.
Connect accounts securely
Link supported brokerage, bank, and card accounts through our current connection providers. We do not collect or store your online banking username or password.
Choose your assistant
Use Kevor with the assistants you already rely on for daily work and analysis.
Ask naturally or receive a weekly brief
Get answers about portfolio, cash, charges, and recurring bills without exporting data or opening five apps.
What Kevor helps you answer
Kevor gives your AI assistant live context across portfolio, cash, cards, and recurring bills.
"What changed across my portfolio and cash this week?"
"How much cash do I have across all linked accounts?"
"What are my most recent card charges?"
"Which recurring charges hit this month?"
"What holdings are in my brokerage accounts?"
"Which connections need attention?"
Built for control, not automation.
Kevor can surface financial context—but it cannot move money, execute trades, pay bills, or change your accounts. That boundary is architectural, not a setting.
Strictly read-only
Kevor can surface balances, transactions, holdings, and recurring-bill context—but it cannot move money, execute trades, pay bills, or change your accounts. That boundary is architectural, not a setting.
Secure account connections
Launching with Plaid and designed to support additional providers over time.
Minimum necessary data
When you ask an AI assistant a question, only the relevant financial data needed to answer that request is sent.
You stay in control
Disconnect accounts and request deletion of your data at any time.
Freshness and visibility
Responses include sync freshness and connection context so answers are easier to trust.
Start with a free trial during early access
Use Kevor free during your early-access trial. Paid plans will be introduced before general availability.
Request early access
We're onboarding gradually while we tighten the experience. Leave your email and we'll send an invite as capacity opens.
Stop stitching your financial picture
together by hand.
Connect once. Ask better questions. Keep control of what your assistant can see.