Titan: Your Investment Team

Titan: Your Investment Team

$1 Finance & Trading ✓ Verified

Money is the #1 source of stress for Millennials and Gen-Z. Our team is here to take that off your plate. We’re a modern wealth management firm pairi

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About this Tool

Titan: Your Investment Team

Money is the #1 source of stress for Millennials and Gen-Z. Our team is here to take that off your plate.

We’re a modern wealth management firm pairi

Money is the #1 source of stress for Millennials and Gen-Z. Our team is here to take that off your plate.

We’re a modern wealth management firm pairing a dedicated advisory team with in-house professional investment management. So you get personal guidance *and* active portfolio management, all in one place.

The result? A private wealth advisor in every pocket without the high fees and minimums.

Managing investments doesn’t have to be expensive or complicated. We do the work of investing for

Pros & Cons

✓ Pros

  • Titan matters most for high-stakes decisions
  • Equity compensation becomes real money →
  • A liquidity event is approaching →
  • Workflow automation

✗ Cons

  • No free plan — paid tiers only
  • No native Android app

Key Features

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Disclosures

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Titan matters most for high-stakes decisions

🔧

Equity compensation becomes real money →

📋

Holistic wealth

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A liquidity event is approaching →

📋

Holistic wealth

🔧

Your career and income suddenly change →

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Holistic wealth

📋 Scripts & Prompts for Titan: Your Investment Team +

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 Titan: Your Investment Team +

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.
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CoinGecko MCP Server
Low 📱 macos, linux, windows
MCP for CoinGecko crypto market data.
🔌
finmap-org/mcp-server
Intermediate 📱 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.
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Stripe MCP Server
Low 📱 macos, linux, windows
Official Stripe MCP for payments, customers, and subscriptions.
🔌 Browse All MCP Servers →

🤖 AI Agents for Titan: Your Investment Team +

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
🤖 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
🔗 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
🤖 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
🤖 Browse All AI Agents →

Frequently Asked Questions

Titan: Your Investment Team is available as $1. Visit the tool's website for the latest pricing details and plan options.

Visit the Titan: Your Investment Team website to check whether a free tier or free trial is available.

Titan: Your Investment Team is available on Api, Desktop, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Titan: Your Investment Team website for current trial availability and duration.

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At a Glance

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