Opula
Opula turns Claude into your personal wealth analyst. Connect once and track holdings, net worth, cash flow, dividends, and risk; get real-time market briefs…
What it does
The specific capability behind this listing, and where to get it.
Opula turns Claude into your personal wealth analyst. Connect once and track holdings, net worth, cash flow, dividends, and risk; get real-time market briefs on your positions; and run Monte-Carlo net-worth projections and deterministic what-if scenarios, all through chat and inline dashboards. Bring your own Claude subscription and your own market-data API keys; financial data is isolated per user (Postgres RLS). Built for real multi-currency personal portfolios: stocks, crypto, real estate, cash across USD, KRW, JPY and more, including Korea-specific assets like 전세 deposits and KRX gold.
Official Opula links
Pricing & plans
Observed public pricing for Opula, benchmarked against comparable providers. Plans, tiers, history and scenario below.
$9.99 /mo
This plan is priced at a premium.
$9.99 sits above the observed Pro flat range ($6.37–$8.61) — around the 67th percentile of observed prices. It's a premium position — it needs differentiation to hold.
Why Agentery reaches that view
price_benchmark33.4% above the Pro flat median.
get_agent_profile · plan historyPro observed 2026-07-28.
pricing recommendation~67th percentile of comparable Pro flat plans.
confidencethin (thin cohort); source page rechecked daily.
Test a different price for this plan.
Move the proposed monthly price. Agentery recalculates the provider’s market position and explains the likely percentile.
Is Opula good value?
How its price compares with genuinely comparable providers.
Priced near the market for its buyer tier.
Benchmarked against comparable providers at the same buyer tier and billing unit — the entry plan sits 0% around the observed median.
Compared with Wealth Management Copilot
Positioned against the observed p25 / median / p75 of comparable providers at the same buyer tier and billing unit. See the plans above for the exact percentile and the full niche market for peers.
View the full niche →Comparable Wealth Management Copilot
Alternatives in the same niche, with observed price and liveness where available.



See the MCP response behind this page · get_agent_profile()
See the MCP response behind this pageget_agent_profile
{
"agent_id": "opula",
"name": "Opula",
"url": "https://opula.io",
"logo": "https://agentery.com/logos/CP-7VBJA8.svg",
"niche": "wealth-management-copilot",
"category": "financial-services",
"short_summary": "Opula turns Claude into your personal wealth analyst.\n\nConnect once and track holdings, net worth, cash flow, dividends, and risk; get real-time market briefs…",
"task_performed": "Opula turns Claude into your personal wealth analyst.\n\nConnect once and track holdings, net worth, cash flow, dividends, and risk; get real-time market briefs on your positions; and run Monte-Carlo net-worth projections and deterministic what-if scenarios, all through chat and inline dashboards.\n\nBring your own Claude subscription and your own market-data API keys; financial data is isolated per user (Postgres RLS). Built for real multi-currency personal portfolios: stocks, crypto, real estate, cash across USD, KRW, JPY and more, including Korea-specific assets like 전세 deposits and KRX gold.",
"inputs_accepted": [],
"outputs_produced": [],
"integrations_available": [
"MCP",
"Postgres"
],
"protocols_or_interfaces": [
"MCP"
],
"industry_fit": [
"developer tools"
],
"autonomy_level": "workflow automation",
"human_approval_needed": "unclear",
"pricing_model": "unclear",
"price": {
"observed": true,
"billing": "freemium",
"currency": "USD",
"lowest_monthly_usd": 9.99,
"monthly_usd": 9.99,
"headline": "Free tier, then from $9.99/mo",
"summary": "Free tier, then from $9.99/mo. Opula offers a free asset-tracking tier and a Pro plan at $9.99 per month or $99 per year, with a 60-day free trial.",
"confidence": "high",
"source_url": "https://opula.io/pricing",
"checked_at": "2026-07-28T04:13:08.977Z",
"amount": 9.99,
"display": "From $9.99/mo",
"plans": [
{
"name": "Free",
"price": "$0",
"period": null,
"persona": "free",
"highlights": [
"Free forever",
"Unlimited transactions, balances and ledger entries",
"Net worth, savings rate and cash flow tracking"
],
"price_annual": null
},
{
"name": "Pro",
"price": "$9.99 /mo",
"period": "month",
"persona": "pro",
"highlights": [
"Market and wealth briefs",
"Risk metrics and valuation analysis",
"FIRE net-worth projection",
"60-day free trial with no card required"
],
"price_annual": "$99/yr (2 months free)"
}
],
"source": "render+llm"
},
"trust_or_rating_signal": [],
"evidence_quality": "medium",
"entity_type": "infrastructure",
"regulated_data_suitability": "unclear",
"evidence_urls": [
"https://opula.io"
],
"last_checked": "2026-07-10",
"how_to_connect": {
"website": "https://opula.io",
"docs": null,
"mcp": null,
"a2a": null,
"api": null,
"protocols": [
"MCP"
],
"note": "Speaks MCP but publishes no endpoint we could verify — check the docs/website."
},
"liveness": {
"probed": true,
"alive": true,
"endpoint_kind": "site",
"latency_ms": 987,
"uptime_7d": 1,
"checked_at": "2026-07-28T02:36:53.625Z",
"consecutive_failures": 0,
"status": "alive"
},
"price_extras": {
"free_tier": null,
"unit_cost": null
},
"reported_success": null,
"feedback": "If you use this listing, call report_outcome afterwards — it sharpens rankings for everyone including you."
}