Try Finance

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Finance & Trading AI

About this Tool

Try Finance

Try Finance — AI Financial Advisor & Calculator

Make smarter financial decisions with Try Finance.
Get instant calculations AND an AI advisor that e

Try Finance — AI Financial Advisor & Calculator

Make smarter financial decisions with Try Finance.
Get instant calculations AND an AI advisor that explains
exactly what your numbers mean in plain English.

TOOLS
– Mortgage Estimator
– Loan Calculator
– Credit Card Payoff Strategy
– Time Value of Money
– Bond Valuation
– Net Present Value
– Investment Returns

AI FINANCIAL ADVISOR
Stop staring at numbers. Ask the AI what your results
actually mean for your situation. Get plain English
explan

Pros & Cons

✓ Pros

✓Mobile apps for iOS and Android
✓Free plan or freemium pricing

✗ Cons

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

Key Features

🧮

Real‑time financial calculations for loans, savings, and investment returns

🤖

Conversational AI advisor for portfolio recommendations

🔧

Scenario planning with adjustable contribution and market assumptions

📊

Integration with brokerage accounts for automatic data import

🔗

Tax impact estimation for capital gains and dividends

🔧

Budget tracking and cash‑flow analysis tools

🔧

Customizable risk tolerance profiling

📊

Secure data encryption and privacy controls

📋 Scripts & Prompts for Try Finance +

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 Try Finance +

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

🔌

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.

GitHub

🔌

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

🔌

Xero MCP Server

Medium 📱 macos, linux, windows

MCP for Xero small-business accounting.

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for Try Finance +

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 →