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Alpheva AI: Financial Advisor

Alpheva AI: Financial Advisor

$6,500 Finance & Trading โœ“ Verified

Alpheva AI is the worldโ€™s smartest AI financial advisor, designed to simplify your financial life and help you make smarter money decisions with confi

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Finance & Trading AI

About this Tool

Alpheva AI: Financial Advisor

Alpheva AI is the worldโ€™s smartest AI financial advisor, designed to simplify your financial life and help you make smarter money decisions with confi

Alpheva AI is the worldโ€™s smartest AI financial advisor, designed to simplify your financial life and help you make smarter money decisions with confidence.

Built with enterprise-grade compliance and bank-grade encryption, Alpheva securely connects to your financial accounts and uses advanced AI to deliver personalized, actionable insights. Track your money, plan ahead, and make informed financial decisions in one secure, intelligent platform.

What Alpheva AI Helps You Do

โ€ข Instantly understa

Pros & Cons

โœ“ Pros

  • โœ“How It Works
  • โœ“Trust and Security
  • โœ“AI-powered features
  • โœ“Free plan or freemium pricing
  • โœ“Available on both iOS and Android

โœ— Cons

  • โœ—Some advanced features may require higher-tier plans
  • โœ—Limited public documentation on advanced use cases

Key Features

๐Ÿ”ง

How It Works

๐Ÿ”ง

Testimonials

๐Ÿค–

AI Disclaimer

๐Ÿ”

Trust and Security

๐Ÿ“‹ Scripts & Prompts for Alpheva AI: Financial Advisor +

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

๐Ÿ“„ Template
Fine Tuning
Intermediate โฑ 10 min
Sometimes no matter what tricks you throw at the model, it just wonโ€™t do what you want it to do.…
๐Ÿ” Browse All Scripts in the Vault โ†’

๐Ÿ”Œ MCP Servers for Alpheva AI: Financial Advisor +

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

๐Ÿ”Œ
osaurus
Intermediate โญ 4,448 ๐Ÿ“ฑ 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
๐Ÿ”Œ
CoinGecko MCP Server
Low ๐Ÿ“ฑ macos, linux, windows
MCP for CoinGecko crypto market data.
๐Ÿ”“ Sign Up Free to Install
๐Ÿ”Œ
finmap-org/mcp-server
Intermediate ๐Ÿ“ฑ Claude Desktop, Cursor, Continue.dev
[finmap.org](https://finmap.org/) MCP server provides comprehensive historical data from the US, UK, Russian and Turkish stock exchanges. Access sectors, tickers, company profiles, market cap, volume, value, and trade counts, as well as treemap and histogram visualizations.
๐Ÿ”“ Sign Up Free to Install
๐Ÿ”Œ
Stripe MCP Server
Low ๐Ÿ“ฑ macos, linux, windows
Official Stripe MCP for payments, customers, and subscriptions.
๐Ÿ”“ Sign Up Free to Install
๐Ÿ”Œ Browse All MCP Servers โ†’

๐Ÿค– AI Agents for Alpheva AI: Financial Advisor +

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

๐Ÿค– CREWAI
CrewAI Portfolio Rebalancer Crew
โฐ Scheduled
CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.
https://github.com/crewAIInc/crewAI-examples
โฌ‡ Import Agent Docs
๐Ÿ”— LANGCHAIN
LangChain Earnings-Call Analyzer
โšก Event
LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.
https://github.com/langchain-ai/langchain
๐Ÿ”“ Sign Up Free to Import
๐Ÿค– CLAUDE CODE
Claude Skill: Personal CFO
โฐ Scheduled
Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.
https://github.com/anthropics/claude-cookbook
๐Ÿ”“ Sign Up Free to Import
๐Ÿค– CLAUDE CODE
Claude Sub-agent: Tax-Loss Harvester
โ–ถ On-demand
Claude Code sub-agent that takes a brokerage CSV, applies wash-sale rules across linked accounts, and outputs a ranked harvest list with substitute-security suggestions.
https://github.com/anthropics/claude-code
๐Ÿ”“ Sign Up Free to Import
๐Ÿค– Browse All AI Agents โ†’

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Tags

Finance & Trading Freemium Android iOS

Frequently Asked Questions

Alpheva AI: Financial Advisor is available as $6,500. Visit the tool's website for the latest pricing details and plan options.

Visit the Alpheva AI: Financial Advisor website to check whether a free tier or free trial is available.

Alpheva AI: Financial Advisor is available on Android, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Alpheva AI: Financial Advisor website for current trial availability and duration.

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