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Wealth-Builder

Wealth-Builder

Free Finance & Trading โœ“ Verified

Master Money. Live Free. Build A Legacy. Weโ€™re building a whole new app experience and redefining money management, investing and legacy. Join us on

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About this Tool

Wealth-Builder

Master Money. Live Free. Build A Legacy.

Weโ€™re building a whole new app experience and redefining money management, investing and legacy. Join us on

Master Money. Live Free. Build A Legacy.

Weโ€™re building a whole new app experience and redefining money management, investing and legacy. Join us on this adventure and your life will never be the same.

WealthBuilder is the only app designed to show you how to manage your financial life like the wealthy do!

The app is part of a proven money mastery triad:
1) True Wealth Formula book available via Amazon
2) WealthBuilder app via the AppStore
3) TWF Implementation program and coaching systems

Pros & Cons

โœ“ Pros

  • โœ“WealthBuilder dashboard is setup to have the accounts that matter, all in once place. It will let yo
  • โœ“Your financial dashboard and data integrated into our TWF System. The software is geared to be tailo
  • โœ“Our like-minded community is centered on building wealth and creating legacy. Get the accountability
  • โœ“AI-powered features
  • โœ“Free plan or freemium pricing

โœ— Cons

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

Key Features

๐Ÿ”ง

WealthBuilder dashboard is setup to have the accounts that matter, all in once place. It will let you know where you stand with your goals.

๐Ÿ“Š

Your financial dashboard and data integrated into our TWF System. The software is geared to be tailored for the specific individual.

๐Ÿ”ง

Our like-minded community is centered on building wealth and creating legacy. Get the accountability you need to stay on the right track.

๐Ÿ‘ฅ

Our team is keen on staying up with the latest trends that affect your ability to create, multiply and protect wealth.

๐Ÿ“Š

All your information is safe and secure in our database. Our WealthBuilder eco system is designed to keep your data secure.

๐Ÿ“‹ Scripts & Prompts for Wealth-Builder +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

๐Ÿ“„ Template
Fine Tuning
Intermediate โฑ 10 min
Sometimes no matter what tricks you throw at the model, it just wonโ€™t do what you want it to do.…
๐Ÿ” Browse All Scripts in the Vault โ†’

๐Ÿ”Œ MCP Servers for Wealth-Builder +

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

๐Ÿ”Œ
osaurus
Intermediate โญ 4,448 ๐Ÿ“ฑ 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.
๐Ÿ”Œ
QuickBooks Online MCP Server
Medium ๐Ÿ“ฑ macos, linux, windows
MCP for QuickBooks Online accounting workflows.
๐Ÿ”Œ
sonirico/mcp-stockfish
Intermediate ๐Ÿ“ฑ Claude Desktop, Cursor, Continue.dev
๐ŸŽ๏ธ ๐Ÿ  ๐ŸŽ ๐ŸชŸ ๐Ÿง๏ธ MCP server connecting AI systems to Stockfish chess engine.
๐Ÿ”Œ
Xero MCP Server
Medium ๐Ÿ“ฑ macos, linux, windows
MCP for Xero small-business accounting.
๐Ÿ”Œ Browse All MCP Servers โ†’

๐Ÿค– AI Agents for Wealth-Builder +

Pre-built automation agents that work with this tool โ€” import in one click. Sign up free to access.

๐Ÿค– CREWAI
CrewAI Portfolio Rebalancer Crew
โฐ 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
๐Ÿ”— LANGCHAIN
LangChain Earnings-Call Analyzer
โšก 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
๐Ÿค– CLAUDE CODE
Claude Skill: Personal CFO
โฐ 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
๐Ÿค– CLAUDE CODE
Claude Sub-agent: Tax-Loss Harvester
โ–ถ 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
๐Ÿค– Browse All AI Agents โ†’

Frequently Asked Questions

Wealth-Builder is available as free. Visit the tool's website for the latest pricing details and plan options.

Wealth-Builder offers a free plan. Check the website for feature limitations and upgrade options.

Wealth-Builder 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 Wealth-Builder website for current trial availability and duration.

Community Rating +

๐Ÿ”’
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At a Glance

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