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Felix – AI Realtime Invest

Felix – AI Realtime Invest

Free Finance & Trading ✓ Verified

FelixAI – Your Intelligent Financial Companion Key Features: Real-Time Finance GPT Access: Get instant market insights and financial advice without

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About this Tool

Felix – AI Realtime Invest

FelixAI – Your Intelligent Financial Companion

Key Features:

Real-Time Finance GPT Access: Get instant market insights and financial advice without

FelixAI – Your Intelligent Financial Companion

Key Features:

Real-Time Finance GPT Access: Get instant market insights and financial advice without needing to log in.
Comprehensive Portfolio Management: Create and manage your portfolio with flexible subscription plans based on the number of stocks.
Easy Transaction Tracking: Add and monitor your transactions effortlessly to maintain an accurate portfolio.
Reliable News with Trust Scores: Access daily financial news with reliability percentages

Pros & Cons

✓ Pros

  • ✓AI-powered features
  • ✓Free plan or freemium pricing

✗ Cons

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

Key Features

🤖

Real-time market data access with AI-interpreted insights

🤖

Conversational finance Q&A powered by GPT-based models

🔧

Stock and asset analysis on demand

🔧

News sentiment interpretation for investment signals

🔧

Portfolio tracking and context-aware recommendations

🔧

Plain-language explanations of financial concepts and market moves

📋 Scripts & Prompts for Felix – AI Realtime Invest +

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 Felix – AI Realtime Invest +

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

🔌
Stripe MCP Server
Low 📱 macos, linux, windows
Official Stripe MCP for payments, customers, and subscriptions.
GitHub
🔌
longportapp/openapi
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🐍 ☁️ - LongPort OpenAPI provides real-time stock market data, provides AI access analysis and trading capabilities through MCP.
🔓 Sign Up Free to Install
🔌
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
🔌 Browse All MCP Servers →

🤖 AI Agents for Felix – AI Realtime Invest +

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

🤖 CLAUDE CODE
Claude Skill: Personal CFO
⏰ 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
⬇ Import Agent Docs
🤖 CLAUDE CODE
Claude Sub-agent: Tax-Loss Harvester
▶ 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
🔓 Sign Up Free to Import
🤖 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
🔓 Sign Up Free to Import
🔄 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
🤖 Browse All AI Agents →

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Tags

Finance & Trading Free iOS

Frequently Asked Questions

Felix – AI Realtime Invest is available as free. Visit the tool's website for the latest pricing details and plan options.

Felix – AI Realtime Invest offers a free plan. Check the website for feature limitations and upgrade options.

Felix – AI Realtime Invest is available on iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Felix – AI Realtime Invest website for current trial availability and duration.

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