Shift Finance

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Finance & Trading AI ipad view in mac

About this Tool

Shift Finance

View and organize financial accounts and net worth in a centralized dashboard, categorize expenses and analyze cashflow patterns, receive AI-generated

View and organize financial accounts and net worth in a centralized dashboard, categorize expenses and analyze cashflow patterns, receive AI-generated financial insights and productivity guidance, plan financial goals through a structured decision-making framework, manage schedules and productivity routines, track credit readiness and business financial preparation.

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

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[ iPhone ](https://apps.apple.com/us/app/shift-finance/)

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[ iPad ](https://apps.apple.com/us/app/shift-finance/)

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[ Mac ](https://apps.apple.com/us/app/shift-finance/)

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[ TV ](https://apps.apple.com/us/app/shift-finance/)

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[ Today](https://apps.apple.com/us/app/shift-finance/)

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[ Games](https://apps.apple.com/us/app/shift-finance/)

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[ Apps](https://apps.apple.com/us/app/shift-finance/)

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[ Arcade](https://apps.apple.com/us/app/shift-finance/)

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[Ages 13+ In-App Controls](https://apps.apple.com/us/app/shift-finance/)

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[Language EN + 1 More](https://apps.apple.com/us/app/shift-finance/)

📋 Scripts & Prompts for Shift 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 Shift Finance +

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

🔌

Xero MCP Server

Medium 📱 macos, linux, windows

MCP for Xero small-business accounting.

GitHub

🔌

AbdelStark/bitcoin-mcp

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

₿ A Model Context Protocol (MCP) server that enables AI models to interact with Bitcoin, allowing them to generate keys, validate addresses, decode transactions, query the blockchain, and more.

🔓 Sign Up Free to Install

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Ramp MCP Server

Medium 📱 macos, linux, windows

MCP for Ramp corporate cards and spend management.

🔓 Sign Up Free to Install

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Plaid MCP Server

Medium 📱 macos, linux, windows

MCP server exposing Plaid banking and financial-account APIs.

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for Shift 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 →