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Goodfin: AI Wealth Platform

Goodfin: AI Wealth Platform

Freemium Finance & Trading ✓ Verified

Level up your portfolio with institutional-quality investments and Z, your personal AI wealth agent. Goodfin brings you exclusive access to pre-IPO co

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About this Tool

Goodfin: AI Wealth Platform

Level up your portfolio with institutional-quality investments and Z, your personal AI wealth agent. Goodfin brings you exclusive access to pre-IPO co

Level up your portfolio with institutional-quality investments and Z, your personal AI wealth agent. Goodfin brings you exclusive access to pre-IPO companies, venture capital funds, and alternative investments typically reserved for institutions and family offices.

Meet Z – Your AI Wealth Agent:

Z is a sophisticated AI agent that blends Wall Street–grade analytical intelligence with the clarity and ease of a natural conversation. Through natural voice or text conversation, Z delivers instant r

Pros & Cons

✓ Pros

  • ✓This app hasn’t received enough ratings or reviews to display an overview.
  • ✓Free plan or freemium pricing

✗ Cons

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

Key Features

📱

This app hasn’t received enough ratings or reviews to display an overview.

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📋 Scripts & Prompts for Goodfin: AI Wealth Platform +

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 Goodfin: AI Wealth Platform +

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

🔌
Alpha Vantage MCP Server
Low 📱 macos, linux, windows
MCP for Alpha Vantage time-series and fundamentals data.
GitHub
🔌
Alpaca's Trading API
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
**[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)
🔓 Sign Up Free to Install
🔌
Finnhub MCP Server
Low 📱 macos, linux, windows
MCP for Finnhub stock and crypto data with news.
🔓 Sign Up Free to Install
🔌
npm
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
**[LunarCrush Remote MCP](https://github.com/lunarcrush/mcp-server)** - Get the latest social metrics and posts for both current live social context as well as historical metrics in LLM and token optimized outputs. Ideal for automated trading / financial advisory.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for Goodfin: AI Wealth Platform +

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
⬇ Import Agent Docs
🤖 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
🔓 Sign Up Free to Import
🔗 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
🔓 Sign Up Free to Import
🤖 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
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Use Cases

✅

iphone view in mac app store * [ages 4+ years](https://apps

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Tags

Finance & Trading Freemium Api Desktop iOS

Frequently Asked Questions

Goodfin: AI Wealth Platform is available as freemium. Visit the tool's website for the latest pricing details and plan options.

Goodfin: AI Wealth Platform offers a free plan. Check the website for feature limitations and upgrade options.

Goodfin: AI Wealth Platform is available on 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 Goodfin: AI Wealth Platform website for current trial availability and duration.

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