Tendi
Free Finance & Trading ✓ Verified
AI-powered personal financial advisor for understanding, planning, and achieving financial goals.
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About this Tool
AI-powered personal financial advisor for understanding, planning, and achieving financial goals.
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* [ Openclaw Skills](https://www.toolify.ai/tool/)
Sponsored by ThumbnailCreator.com – AI tool for creating stunning YouTube thumbnails quickly.
[Toolify ](https://www.toolify.ai/tool/)
Products
* [ New AIs The Latest AIs, every day](https://www.toolify.ai/tool/)
* [ Most Saved AIs AIs with the most favorites on Toolify](https://www.toolify.ai/tool/)
* [ Most Used AIs AIs with the highest website traffic (monthly visits)](https://www.toolify.ai/tool/)
* [ AI Apps AI Tools by Apps](https://www.toolify.ai/tool/)
* [ Discord of AI Discover the Discord of AI](https://www.toolify.ai/tool/)
* [ AI Chrome Extensions AI Tools by browser extensions](https://www.toolify.ai/tool/)
* [ GPTs GPTs from GPT Store](https://www.toolify.ai/tool/)
* [ AI Models Discover The Best Model For AI](https://www.toolify.ai/tool/) Ranking
* [ Top AI By Monthly Top AI lists by month and monthly visits.](https://www.toolify.ai/tool/)
* [ Top AI By Categories Top AI lists by category and monthly visits.](https://www.toolify.ai/tool/)
* [ Top AI By Regions Top AI lists by region and monthly visits.](https://www.toolify.ai/tool/)
* [ Top AI By Source Top AI lists by source and monthly visits.](https://www.toolify.ai/tool/)
* [ Top AI by Revenue Top AI lists by revenue and real traffic.](https://www.toolify.ai/tool/) Prompts
* [ n8n Workflows](https://www.toolify.ai/tool/)
* [ Midjourney Prompts](https://www.toolify.ai/tool/)
* [ Openclaw Skills](https://www.toolify.ai/tool/)
Pros & Cons
✓ Pros
- ✓Personalized goal-based planning
- ✓Accessible to non-experts
- ✓Cross-platform availability
✗ Cons
- ✗Premium features require subscription
- ✗Limited advanced investment tools
- ✗Relies on user-provided data accuracy
Key Features
Personalized financial goal setting and tracking
AI-driven spending and savings analysis
Portfolio performance monitoring
Debt payoff planning and recommendations
Asset allocation and risk assessment
Net worth tracking across accounts
Adaptive advice based on life changes
Budget creation and expense categorization
Retirement planning projections
Plain-language explanations of financial concepts
📋 Scripts & Prompts for Tendi
Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.
📄 Template
Give a Bot a Fish
The “give a bot a fish” bucket is for scenarios when you can explicitly give the bot, in the hidden…
📄 Template
Fine Tuning
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔌 MCP Servers for Tendi
Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.
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🤖 AI Agents for Tendi
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
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
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
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
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
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Frequently Asked Questions
Tendi is available as free. Visit the tool's website for the latest pricing details and plan options.
Tendi offers a free plan. Check the website for feature limitations and upgrade options.
Visit the Tendi website for details on platform and device availability.
Many tools offer free trials to let you test before subscribing. Check the Tendi website for current trial availability and duration.
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