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Peek – AI Personal Finance App

Peek – AI Personal Finance App

$100 Finance & Trading ✓ Verified

Peek is an AI financial coach that helps you navigate money decisions in a stress-free, personalized, and approachable way. Unlike most personal finan

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🔍 People also searched for
Finance & Trading AI spreadsheet lovers—overwhelming dashboards and

About this Tool

Peek – AI Personal Finance App

Peek is an AI financial coach that helps you navigate money decisions in a stress-free, personalized, and approachable way. Unlike most personal finan

Peek is an AI financial coach that helps you navigate money decisions in a stress-free, personalized, and approachable way. Unlike most personal finance apps that just show data and expect you to know what to do with it, Peek tells you what’s worth paying attention to, why it matters, and what to do next.

### Your Friendly Financial Companion

Most finance apps are built for spreadsheet lovers—overwhelming dashboards and numbers without guidance. Peek bridges the gap between financial informati

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

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[ iPhone ](https://peek.money/)

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[ iPad ](https://peek.money/)

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[ Mac ](https://peek.money/)

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[ Vision ](https://peek.money/)

🔧

[ Watch ](https://peek.money/)

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[ TV ](https://peek.money/)

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[ Today](https://peek.money/)

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[ Games](https://peek.money/)

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[ Apps](https://peek.money/)

🔧

[ Arcade](https://peek.money/)

📋 Scripts & Prompts for Peek – AI Personal Finance App +

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 Peek – AI Personal Finance App +

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

🔌
Brex MCP Server
Medium 📱 macos, linux, windows
MCP for Brex corporate cards and expense data.
GitHub
🔌
Alpaca MCP Server
Medium 📱 macos, linux, windows
MCP for Alpaca brokerage trading and market data.
🔓 Sign Up Free to Install
🔌
Polygon.io MCP Server
Medium 📱 macos, linux, windows
MCP for Polygon.io equities, options, and crypto market data.
🔓 Sign Up Free to Install
🔌
Alpha Vantage MCP Server
Low 📱 macos, linux, windows
MCP for Alpha Vantage time-series and fundamentals data.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for Peek – AI Personal Finance App +

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

✅

spreadsheet lovers—overwhelming dashboards and numbers without guidance

Who Is This For?

👤

Developers

Tags

Finance & Trading Freemium iOS

Frequently Asked Questions

Peek – AI Personal Finance App is available as $100. Visit the tool's website for the latest pricing details and plan options.

Visit the Peek – AI Personal Finance App website to check whether a free tier or free trial is available.

Peek – AI Personal Finance App 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 Peek – AI Personal Finance App website for current trial availability and duration.

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