8FIGURES AI Investment Advisor

8FIGURES AI Investment Advisor

$100 Finance & Trading ✓ Verified

AI Investment Advisor & Portfolio Tracker. Invest smarter, diversify your portfolio, manage risks, and grow wealth with 8FIGURES. Why 8FIGURES? • AI

About this Tool

8FIGURES AI Investment Advisor

AI Investment Advisor & Portfolio Tracker. Invest smarter, diversify your portfolio, manage risks, and grow wealth with 8FIGURES.

Why 8FIGURES?
• AI

AI Investment Advisor & Portfolio Tracker. Invest smarter, diversify your portfolio, manage risks, and grow wealth with 8FIGURES.

Why 8FIGURES?
• AI Investing Insights – get data-driven portfolio insights, risk analysis, and asset-allocation tips.
• Portfolio & Net Worth Tracking – real-time P/L, professional returns metrics, and performance vs benchmarks.
• All Accounts, One App – link banks, brokers, crypto wallets, and/or add assets and liabilities manually.
• Global Coverage – all currencie

Pros & Cons

✓ Pros

  • Angel Investment Tracker
  • Private Fund Tracker
  • Net Worth Tracker
  • AI-powered features
  • Free plan or freemium pricing

✗ Cons

  • Some advanced features may require higher-tier plans
  • Limited public documentation on advanced use cases

Key Features

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Angel Investment Tracker

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Private Fund Tracker

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Net Worth Tracker

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Portfolio Allocation Analyzer

📋 Scripts & Prompts for 8FIGURES AI Investment Advisor +

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 8FIGURES AI Investment Advisor +

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

🤖 AI Agents for 8FIGURES AI Investment Advisor +

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

🤖 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
🤖 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
🤖 Browse All AI Agents →

Use Cases

private investors who value trust and privacy

financial-grade privacy

ratings, highlights, or premium features

Who Is This For?

👤

Startups

Frequently Asked Questions

8FIGURES AI Investment Advisor is available as $100. Visit the tool's website for the latest pricing details and plan options.

Visit the 8FIGURES AI Investment Advisor website to check whether a free tier or free trial is available.

8FIGURES AI Investment Advisor is available on Android, Api, Desktop, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the 8FIGURES AI Investment Advisor website for current trial availability and duration.

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At a Glance

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