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@Work:Your AI Wealth Assistant

@Work:Your AI Wealth Assistant

Free Finance & Trading ✓ Verified

Build wealth—while you work. @Work is your personal AI assistant for everything money-related at work and beyond. It helps you make the most of your

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About this Tool

@Work:Your AI Wealth Assistant

Build wealth—while you work.
@Work is your personal AI assistant for everything money-related at work and beyond. It helps you make the most of your

Build wealth—while you work.
@Work is your personal AI assistant for everything money-related at work and beyond. It helps you make the most of your paycheck, understand and use your benefits, and grow your financial life—without the stress.

Whether you’re budgeting, planning for a big goal, or wondering how to use your HSA, @Work delivers personalized, intelligent guidance—and connects you with real advisors when you need them.

What You Can Do with @Work:

Maximize your paycheck
Track your s

Pros & Cons

✓ Pros

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

✗ Cons

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

Key Features

🔗

Connects to payroll and brokerage accounts

🔧

Personalized savings and investment recommendations

🔧

Tax and retirement plan guidance

🤖

Scenario modeling for contributions and employer matches

📊

Weekly financial summary reports

🔧

Goal‑tracking dashboard

🔧

Natural‑language Q&A for finance topics

📋 Scripts & Prompts for @Work:Your AI Wealth Assistant +

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 @Work:Your AI Wealth Assistant +

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
🔌
CoinGecko MCP Server
Low 📱 macos, linux, windows
MCP for CoinGecko crypto market data.
🔓 Sign Up Free to Install
🔌
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.
🔓 Sign Up Free to Install
🔌
Stripe MCP Server
Low 📱 macos, linux, windows
Official Stripe MCP for payments, customers, and subscriptions.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for @Work:Your AI Wealth Assistant +

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 →

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Tags

Finance & Trading Free iOS

Frequently Asked Questions

@Work:Your AI Wealth Assistant is available as free. Visit the tool's website for the latest pricing details and plan options.

@Work:Your AI Wealth Assistant offers a free plan. Check the website for feature limitations and upgrade options.

@Work:Your AI Wealth Assistant 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 @Work:Your AI Wealth Assistant website for current trial availability and duration.

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