Finma – AI Finance Tracker

Finma – AI Finance Tracker

Paid Finance & Trading ✓ Verified

Finma short for finance manager, is your personal finance assistant that helps you track & plan all your expenses in one place.  Built with the prima

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About this Tool

Finma – AI Finance Tracker

Finma short for finance manager, is your personal finance assistant that helps you track & plan all your expenses in one place. 

Built with the prima

Finma short for finance manager, is your personal finance assistant that helps you track & plan all your expenses in one place. 

Built with the primary goal of automating your expenses, Finma is the only app on the App Store which supports all of the following ways to automate expenses:

– SMS Automation
– Email Sync
– Direct bank connection via Plaid
– AI PDF import
– AI CSV import

Features:

– Privacy First
Finma stores all your financial data locally on-device. Not even we have access to yo

Pros & Cons

✓ Pros

  • Workflow automation
  • Purpose-built for investing & portfolio

✗ Cons

  • No free plan — paid tiers only
  • No native Android app

Key Features

🔧

Benjamin Franklin

📋 Scripts & Prompts for Finma – AI Finance Tracker +

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 Finma – AI Finance Tracker +

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

🔌
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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.
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Alpha Vantage MCP Server
Low 📱 macos, linux, windows
MCP for Alpha Vantage time-series and fundamentals data.
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**[AlphaVantage](https://mcp.alphavantage.co/)** - Connect to 100+ APIs for financial market data, including stock prices, fundamentals, and more from [AlphaVantage](https://www.alphavantage.co)
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Finnhub MCP Server
Low 📱 macos, linux, windows
MCP for Finnhub stock and crypto data with news.
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🤖 AI Agents for Finma – AI Finance Tracker +

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
▶ 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
🤖 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
🤖 Browse All AI Agents →

Who Is This For?

👤

Developers

Frequently Asked Questions

Finma – AI Finance Tracker is available as paid. Visit the tool's website for the latest pricing details and plan options.

Visit the Finma – AI Finance Tracker website to check whether a free tier or free trial is available.

Finma – AI Finance Tracker 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 Finma – AI Finance Tracker website for current trial availability and duration.

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