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Features

Everything Martian Wealth can do

A complete picture of your money — spending, balances, net worth, and investments — that you shape with nothing but a sentence. Here’s what’s under the hood.

AI dashboards

Describe it. Get a dashboard.

Martian turns plain‑English requests into live dashboards built from your real account data. Ask for a breakdown, a trend, a total, or a list — for any time period — and name the layout you want.

  • Each request becomes a saved dashboard — pin, rename, or delete it later.
  • Edit in place: “add a weekly trend”, “switch to last month”, “remove the pie chart”.
  • Mix up to six widgets in any order you choose.
  • Relative ranges stay live — “this month” always means the current month.
Connect every account

All your banks, together at last

Securely connect checking, savings, credit cards, loans, and brokerages through Plaid — the network your bank already trusts. Add several institutions in a single session.

  • 12,000+ supported institutions across the US.
  • Multi‑Item Link: pick several banks at once, including ones you’ve saved before.
  • Clear connection status, with one‑tap re‑authentication when a bank needs it.
  • Disconnect any institution at any time — its access token is revoked instantly.
Live investments

Your portfolio, in real time

Connect your brokerages and watch your holdings update with live prices — refreshed about every 30 seconds during US market hours (every 60 seconds for crypto). Ask for performance over any window.

  • Holdings table with day, week, month, and year change — plus gain/loss vs cost.
  • Portfolio value live, intraday, this week/month, 3 months, this year, or all‑time.
  • Allocation breakdowns by holding or asset mix.
  • Investments sit right next to your spending and net worth.
Net worth & balances

Know exactly where you stand

Martian adds up assets and subtracts debts across every connected account to give you a single, always‑current net‑worth figure — and lets you slice it any way you like.

  • Net worth, total cash, and total debt at a glance.
  • Balance breakdowns by account or account type.
  • Current and available balances, with last‑sync times.
Subscriptions & recurring

Catch every recurring charge

Martian automatically spots recurring activity — subscriptions, bills, rent, and paychecks — so the money leaving your accounts on repeat is never a mystery again.

  • See subscriptions with their frequency and average amount.
  • Flip the filter to show only one‑time purchases.
  • Combine with any category, merchant, or time range.
Apple Card

Apple Card, included

Bring your Apple Card transactions in through Apple’s FinanceKit and see them alongside everything else you’ve connected — no exports, no spreadsheets.

  • Apple Card spending flows into the same dashboards and filters.
  • Processed under the same security controls as your bank data.
  • Available on supported iPhones with FinanceKit access granted.
Speak naturally

Filters & time ranges you can mix & match

Every filter combines with every other — “recurring food delivery last month” applies all three at once.

Time ranges

todayyesterdaythis weeklast weekthis monthlast monththis year / YTDlast yearlast 30 dayslast N daysJanuary 2024Q3 2023

For investment charts and live portfolio values:

livetoday / intradaythis weekthis monthpast 3 monthsthis yearall time

Category

Name any spending category — food, travel, entertainment, rent — or drill into a subcategory like coffee, groceries, or flights.

Coffee spending this year

Merchant

Mention a merchant and only matching transactions are included. Matching is forgiving — “uber eats” catches every variation.

Spent at Amazon this year?

Spending vs income

Ask for spending only, income only, or both. Refunds and deposits count as income; purchases and bills as spending.

Only my income this month

Subscriptions & recurring

Isolate recurring charges — or flip it to see only one‑time purchases. Combines with every other filter.

Show all my subscriptions

Exclusions

Carve things out with “but not” or “excluding”. Works for categories and subcategories alike.

Food last month, but not coffee

Top N

Ask for a count and you get exactly that many — top merchants, biggest purchases, latest transactions.

Top 5 merchants this month
The little things

Designed for delight

The details that make Martian a pleasure to live in, day after day.

Light & dark mode

A gorgeous interface that follows your system theme, or stays where you set it.

Pin & rename

Long‑press any dashboard to pin your favorites to the top, rename, or remove them.

Pull to refresh

Pull down to pull in the latest transactions and balances on any dashboard.

Tap‑to‑drill

Tap a pie slice to instantly filter the whole dashboard to that category.

Account filter

Limit any dashboard to specific banks or cards — the choice is remembered.

Always fresh

Cursor‑based sync and a default dashboard ready the moment you finish onboarding.

Get started

Your first dashboard is one sentence away

Download Martian Wealth, connect an account, and ask your first question.

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