One dashboard for banks, investments, pension, real estate, crypto, and more. Built for Israelis who want the full picture.
Works with 20+ financial institutions
Everything in one place
From bank accounts to crypto wallets, pension funds to real estate — Dotts brings it all together.
Direct connection to 15+ Israeli banks and credit cards. Auto-scheduled syncing keeps everything up to date.
Full portfolio view with cost basis, P&L, and real-time prices. Supports Leumi Trade, Fidelity, and E*TRADE.
Property portfolio with rental income tracking, renovation costs, mortgages, and government PDF import.
Israeli pension XML parsing, provident funds, study funds — all fund types in one view with projected retirement income.
Life, health, and savings-linked insurance policy management with coverage overview and cost tracking.
Crypto portfolio tracking across exchanges and wallets. Staking, DeFi, and multi-chain support.
Vesting schedules, sell order tracking, and Israeli Section 102 capital gains tax calculator.
Ask anything about your finances in Hebrew or English. Full portfolio context awareness powered by AI.
Capital structure graphs, Sankey diagrams, annual reports, and Form 1219 generation with Excel/PDF export.
Track vehicle costs, insurance, annual tests, and depreciation. Complete ownership expense history.
Loan tracking with amortization schedules, interest calculations, and payoff projections.
Desktop experience
Your net worth, asset allocation, AI insights, and recent transactions — all on one screen. Designed for the way you actually manage money.
Mobile experience
Full dashboard experience on mobile with the same beautiful interface. Check balances, review transactions, and talk to your AI advisor on the go.
Three simple steps
Link your bank accounts, brokerages, and upload pension files.
Dotts pulls in all your data, classifies transactions, and normalizes everything.
See your complete financial picture, get AI insights, and generate reports.
Run Dotts on your own server. Your data never touches a third-party cloud.
Bank credentials encrypted with envelope encryption. Keys managed by AWS KMS, never exposed.
We never sell, share, or transfer your financial data to anyone.
Multi-factor authentication protects your account. All scraping happens locally — no cloud intermediary.
Now available