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Annise

Annise

Freemium Finance & Trading ✓ Verified

I used to keep everything in a million spreadsheets… I couldn’t keep track of capital calls. This pulls everything together––I’m able to make better d

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Finance & Trading AI investors,, families, and their anyone outgrowing tools like the investor

About this Tool

Annise

I used to keep everything in a million spreadsheets… I couldn’t keep track of capital calls. This pulls everything together––I’m able to make better d

I used to keep everything in a million spreadsheets… I couldn’t keep track of capital calls. This pulls everything together––I’m able to make better decisions and have better discussions with advisors.”
–– Investor

Annise is a wealth and expense management solution for investors, families, and their advisors––an AI-enabled Unified Wealth Operating System (UWOS). Integrating banking, brokerage (including crypto), alternative assets, trusts, and income/expense management, Annise delivers the soph

Pros & Cons

✓ Pros

  • ✓Everything in one place
  • ✓Get rid of spreadsheets
  • ✓Add and track alternatives with AI-enabled document management
  • ✓Free plan or freemium pricing

✗ Cons

  • ✗No native Android app
  • ✗Some advanced features may require higher-tier plans

Key Features

🔧

Investors

🔧

Everything in one place

🔧

Get rid of spreadsheets

🤖

Add and track alternatives with AI-enabled document management

🧮

Understand performance, calculate MOICs, IRRs

📊

Control your data

🔧

What is Annise?

📋 Scripts & Prompts for Annise +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Fine Tuning
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Annise +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌
osaurus
Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev
Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.
GitHub
🔌
QuickBooks Online MCP Server
Medium 📱 macos, linux, windows
MCP for QuickBooks Online accounting workflows.
🔓 Sign Up Free to Install
🔌
sonirico/mcp-stockfish
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🏎️ 🏠 🍎 🪟 🐧️ MCP server connecting AI systems to Stockfish chess engine.
🔓 Sign Up Free to Install
🔌
Xero MCP Server
Medium 📱 macos, linux, windows
MCP for Xero small-business accounting.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for Annise +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE
AlphaSense Claude Agent
▶ On-demand
Claude Code agent that uses an AlphaSense API key to perform expert-call and broker-research lookups, then synthesizes findings into a brief.
https://github.com/anthropics/claude-cookbook
⬇ Import Agent Docs
🔄 N8N
n8n Mortgage Refi Analyzer
⏰ Scheduled
n8n workflow that triggers on rate-feed changes, compares the user's existing loan terms, computes months-to-breakeven net of closing costs, and emails a recommendation.
https://n8n.io/workflows/
🔓 Sign Up Free to Import
🤖 CREWAI
CrewAI Crypto Treasury Manager
⏰ Scheduled
CrewAI crew that pulls on-chain holdings, evaluates stablecoin vs volatile exposure, and proposes treasury allocation changes with a governance-post draft.
https://github.com/crewAIInc/crewAI-examples
🔓 Sign Up Free to Import
🔗 LANGCHAIN
LangChain Receipt Categorizer
⚡ Event
LangChain pipeline using a vision model for OCR and a structured-output step to map line items to a configured chart of accounts, then post via QBO or Xero API.
https://github.com/langchain-ai/langchain
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Use Cases

✅

investors,, families, and their advisors managing growing or complex wealth

✅

anyone outgrowing tools like quicken or spreadsheets and needing a holistic view

✅

the investor

Tags

Finance & Trading Freemium Api iOS

Frequently Asked Questions

Annise is available as freemium. Visit the tool's website for the latest pricing details and plan options.

Annise offers a free plan. Check the website for feature limitations and upgrade options.

Annise is available on Api, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Annise website for current trial availability and duration.

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