💼Business & SaaS 📂Coding & Programming 📂Corporate Training & L&D 🔒Cybersecurity 💻Developer Tools & DevOps 🛍️E-commerce & Retail 🎓Education 💰Finance & Trading 💪Fitness & Health 🍽️Food & Restaurants 🌿Health & Wellness 🛡️Insurance ⚖️Legal Tech 📣Marketing & Content 🎬Media & Entertainment 📂Mindfulness & Mobility 📂Nutrition for Athletes 🚀Productivity 📂Reading & Knowledge 🏠Real Estate 📂Recovery & Injury Prevention 📂Research & Academic Tools 📂Sports Performance ✈️Travel & Hospitality ⚙️ Script Vault 🔌 MCP Directory 🤖 Agent Hub
Lums AI

Lums AI

$3.33/mo Finance & Trading ✓ Verified

Chat with your money and let AI build your budget in 2 minutes. Save time with Lums, the intuitive money management tool designed for total financial

Visit Website Write a Review ★
🔍 People also searched for
Finance & Trading AI

About this Tool

Lums AI

Chat with your money and let AI build your budget in 2 minutes. Save time with Lums, the intuitive money management tool designed for total financial

Chat with your money and let AI build your budget in 2 minutes. Save time with Lums, the intuitive money management tool designed for total financial clarity. Build your personalized budget, manage multi-currency accounts, and let our AI auto-categorize every transaction instantly. Ask: “What recurring charges do I have?” to find hidden costs and master your wealth with the ultimate budgeting app experience.

ALL YOUR ACCOUNTS IN ONE PLACE
Manage all your accounts together, whatever the currency

Pros & Cons

✓ Pros

  • ✓Automatic bank sync via Plaid. Works with 200+ institutions.
  • ✓Add any account manually, including cash and foreign accounts
  • ✓Multi-currency with automatic live conversion
  • ✓AI-powered features
  • ✓Free plan or freemium pricing

✗ Cons

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

Key Features

🔗

Automatic bank sync via Plaid. Works with 200+ institutions.

🔧

Add any account manually, including cash and foreign accounts

🔧

Multi-currency with automatic live conversion

🔧

Net worth, cash flow, and spending all in one view

🔧

Features

🔧

Your Privacy

🔧

Do Not Sell My Personal Information

📋 Scripts & Prompts for Lums AI +

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 Lums AI +

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

🔌
osaurus
Intermediate ⭐ 4,448 📱 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
🔌
Plaid MCP Server
Medium 📱 macos, linux, windows
MCP server exposing Plaid banking and financial-account APIs.
🔓 Sign Up Free to Install
🔌
Brex MCP Server
Medium 📱 macos, linux, windows
MCP for Brex corporate cards and expense data.
🔓 Sign Up Free to Install
🔌
Alpaca MCP Server
Medium 📱 macos, linux, windows
MCP for Alpaca brokerage trading and market data.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for Lums AI +

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

🤖 CLAUDE CODE
Claude Code Financial Analyst Skill
▶ On-demand
Claude Code skill that ingests SEC filings, parses MD&A and risk factors, and outputs a structured valuation memo with DCF, comparable multiples, and key ratios.
https://github.com/anthropics/claude-cookbook
⬇ Import Agent Docs
🤖 CREWAI
CrewAI Portfolio Rebalancer Crew
⏰ 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
🔓 Sign Up Free to Import
🔗 LANGCHAIN
LangChain Earnings-Call Analyzer
⚡ 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
🔓 Sign Up Free to Import
🤖 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
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

Similar Finance & Trading Tools

航旅纵横PRO-民航官方直销平台
$0.99
WebAbility.io
$59
Yellowpages Navigator
Business & SaaS

Tags

Finance & Trading Freemium iOS

Frequently Asked Questions

Lums AI is available as $3.33/mo. Visit the tool's website for the latest pricing details and plan options.

Visit the Lums AI website to check whether a free tier or free trial is available.

Lums AI 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 Lums AI website for current trial availability and duration.

🔒
Community Ratings Join free to see community votes & react
❤️ ··· 💪 ···
Create Free Account Log In
No reviews yet. Be the first to share your experience with Lums AI!

Share Your Experience

At a Glance

🔗 Get a Do-Follow Backlink Boost your domain rating with a high-authority directory link — one-time $499
View Plans →