AI Finance Advisor

💼Business & SaaS 📂Coding & Programming 📂Corporate Training & L&D 🔒Cybersecurity 💻Developer Tools & DevOps 🛍️E-commerce & Retail 🎓Education 💰Finance & Trading 💪Fitness & Health 🍽️Food & Restaurants 🌿Health & Wellness 🛡️Insurance ⚖️Legal Tech 📣Marketing & Content 🎬Media & Entertainment 📂Mindfulness & Mobility 📂Nutrition for Athletes 🚀Productivity 📂Reading & Knowledge 🏠Real Estate 📂Recovery & Injury Prevention 📂Research & Academic Tools 📂Sports Performance ✈️Travel & Hospitality ⚙️ Script Vault 🔌 MCP Directory 🤖 Agent Hub

🔍 People also searched for

Finance & Trading AI ipad view in mac

About this Tool

AI Finance Advisor

Introducing AI Finance Advisor, the revolutionary app designed to transform how you manage your finances and achieve financial goals. Whether you're l

Introducing AI Finance Advisor, the revolutionary app designed to transform how you manage your finances and achieve financial goals. Whether you’re looking to budget effectively, invest wisely, or manage debt, AI Finance Advisor offers a cutting-edge solution that fits seamlessly into your life.

At the core of AI Finance Advisor is advanced AI technology, tailored to understand and adapt to your unique financial situation and goals. This app goes beyond basic budgeting and tracking; it provide

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

🤖

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

🤖

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

🤖

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

🤖

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

🤖

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

🤖

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

🤖

[8 Ratings 4.5 ](https://apps.apple.com/us/app/ai-finance-advisor/)

🤖

[Ages 18+ Years](https://apps.apple.com/us/app/ai-finance-advisor/)

🤖

[Language EN English](https://apps.apple.com/us/app/ai-finance-advisor/)

🤖

[Size 49.2 MB](https://apps.apple.com/us/app/ai-finance-advisor/)

📋 Scripts & Prompts for AI Finance 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 AI Finance Advisor +

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

🔌

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.

GitHub

🔌

Stripe MCP Server

Low 📱 macos, linux, windows

Official Stripe MCP for payments, customers, and subscriptions.

🔓 Sign Up Free to Install

🔌

longportapp/openapi

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

🐍 ☁️ - LongPort OpenAPI provides real-time stock market data, provides AI access analysis and trading capabilities through MCP.

🔓 Sign Up Free to Install

🔌

QuickBooks Online MCP Server

Medium 📱 macos, linux, windows

MCP for QuickBooks Online accounting workflows.

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for AI Finance Advisor +

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

🤖 CLAUDE CODE

Claude Code SEC Filing Watcher

⏰ Scheduled

Claude Code agent that polls EDGAR for new 8-K filings on a watchlist, extracts material events, and posts a summary to Slack or email.

https://github.com/anthropics/claude-cookbook

⬇ Import Agent Docs

⚡ ZAPIER

Zapier Stock Alert Multi-Step

⚡ Event

Zapier Zap that triggers on unusual volume from a market data webhook, calls an LLM to summarize related news, and posts the alert to a Slack channel.

https://zapier.com/apps

🔓 Sign Up Free to Import

🤖 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

🔓 Sign Up Free to Import

🤖 CREWAI

FenixAI_tradingBot

👆 Manual

Fenix Ai Trading Bot with LangGraph and ollama and multipe providers

https://github.com/Ganador1/FenixAI_tradingBot

🔓 Sign Up Free to Import

🤖 Browse All AI Agents →