WealthNX AI

WealthNX AI

Freemium Finance & Trading ✓ Verified

WealthNX AI - One app for all your money. Stock, Build Mode, Accountant and Crypto AI Agents - All in one place. WealthNX is a multi-agentic AI po

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About this Tool

WealthNX AI

WealthNX AI - One app for all your money.

Stock, Build Mode, Accountant and Crypto AI Agents – All in one place.

WealthNX is a multi-agentic AI po

WealthNX AI - One app for all your money.

Stock, Build Mode, Accountant and Crypto AI Agents – All in one place.

WealthNX is a multi-agentic AI powered app that helps you understand your money across multiple financial accounts and allows you access to deep market insights using historical and real-time data, explained clearly through AI.

It is built to give visibility and clarity, not instructions.

What WealthNX Does

WealthNX securely connects all your financial accounts into a single

Pros & Cons

✓ Pros

  • Market Data & Trends
  • Financial Planning & Strategy
  • Free plan or trial available
  • AI-powered features

✗ Cons

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

Key Features

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Market Data & Trends

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Financial Planning & Strategy

📋 Scripts & Prompts for WealthNX 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 WealthNX 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.
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QuickBooks Online MCP Server
Medium 📱 macos, linux, windows
MCP for QuickBooks Online accounting workflows.
🔌
sonirico/mcp-stockfish
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🏎️ 🏠 🍎 🪟 🐧️ MCP server connecting AI systems to Stockfish chess engine.
🔌
Xero MCP Server
Medium 📱 macos, linux, windows
MCP for Xero small-business accounting.
🔌 Browse All MCP Servers →

🤖 AI Agents for WealthNX 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
🤖 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 →

Use Cases

everyone

Frequently Asked Questions

WealthNX AI is available as freemium. Visit the tool's website for the latest pricing details and plan options.

WealthNX AI offers a free plan. Check the website for feature limitations and upgrade options.

WealthNX 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 WealthNX AI website for current trial availability and duration.

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At a Glance

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