Use case
Your weekly money brief, from your AI assistant.
Stop checking five apps to understand what happened with your money this week. Kevor gives your AI assistant the live context it needs to summarize portfolio changes, cash movements, and recurring charges in one brief.
What's in a weekly brief?
Portfolio performance
How your investments moved — up, down, and by how much across all linked brokerage accounts.
Cash position
Total cash across checking and savings accounts, and how it changed since last week.
Recurring charges
Which subscriptions and recurring bills renewed this week, and any new charges that appeared.
Notable card activity
Largest recent card charges so nothing unexpected slips by.
Example brief prompt
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