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Steve: AI Financial Coach

Steve: AI Financial Coach

$4.99 Finance & Trading โœ“ Verified

Steve is your AI financial coach, here to turn financial confusion into clarity. Whether youโ€™re trying to get ahead on savings, pay down debt, or inve

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Finance & Trading AI ipad view in mac

About this Tool

Steve: AI Financial Coach

Steve is your AI financial coach, here to turn financial confusion into clarity. Whether youโ€™re trying to get ahead on savings, pay down debt, or inve

Steve is your AI financial coach, here to turn financial confusion into clarity. Whether youโ€™re trying to get ahead on savings, pay down debt, or invest for the future, Steve helps you take the right stepsโ€”one at a time.

Most personal finance apps track what youโ€™ve already spent. Steve goes beyond that, guiding you with proactive, AI-driven insights to help you make smarter money decisions before you spend.

What Steve Helps You With:
โ€ข Know exactly where your money is going โ€“ Track and categor

Pros & Cons

โœ“ Pros

  • โœ“Free plan or freemium pricing
  • โœ“Purpose-built for investing & portfolio

โœ— Cons

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

Key Features

๐Ÿ“Š

Usage Data

๐Ÿ“‹ Scripts & Prompts for Steve: AI Financial Coach +

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 Steve: AI Financial Coach +

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 Steve: AI Financial Coach +

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

๐ŸŒŠ FLOWISE
Flowise Invoice Reconciliation Agent
โฐ Scheduled
Flowise flow that ingests PO, invoice, and payment records, reconciles them, and flags variances or missing matches for manual review.
https://github.com/FlowiseAI/Flowise
โฌ‡ Import Agent Docs
๐Ÿค– CLAUDE CODE
Claude Code SEC Filing Watcher
โฐ Scheduled
Claude Code agent that polls EDGAR for new 8-K filings on a watchlist, extracts material events, and posts a summary to Slack or email.
https://github.com/anthropics/claude-cookbook
๐Ÿ”“ Sign Up Free to Import
โšก ZAPIER
Zapier Stock Alert Multi-Step
โšก Event
Zapier Zap that triggers on unusual volume from a market data webhook, calls an LLM to summarize related news, and posts the alert to a Slack channel.
https://zapier.com/apps
๐Ÿ”“ Sign Up Free to Import
๐Ÿค– CLAUDE CODE
Claude Code Financial Analyst Skill
โ–ถ 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
๐Ÿ”“ Sign Up Free to Import
๐Ÿค– Browse All AI Agents โ†’

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Use Cases

โœ…

ipad view in mac app store * [5 ratings 5

Who Is This For?

๐Ÿ‘ค

Developers

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Finance & Trading Freemium Desktop iOS

Frequently Asked Questions

Steve: AI Financial Coach is available as $4.99. Visit the tool's website for the latest pricing details and plan options.

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

Steve: AI Financial Coach is available on Desktop, iOS. Check the official website for the latest platform support.

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

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