Pocket Teller.ai

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Finance & Trading AI

About this Tool

Pocket Teller.ai

Pocket Banker: AI-Powered Financial Insights

Take genuine control of your money with Pocket Banker, the smart, secure finance management app designed

Pocket Banker: AI-Powered Financial Insights

Take genuine control of your money with Pocket Banker, the smart, secure finance management app designed to help you make smarter financial decisions.

Stop stressing over spreadsheets. Pocket Banker is your all-in-one financial co-pilot, securely connecting to your bank accounts to provide intelligent budgeting, effortless expense tracking, and personalized advice powered by advanced AI.

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Key Features You’ll Love

AI Financial Assistant
Get per

Pros & Cons

✓ Pros

✓Mobile apps for iOS and Android
✓AI-powered features
✓Free plan or freemium pricing

✗ Cons

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

📋 Scripts & Prompts for Pocket Teller.ai +

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 Pocket Teller.ai +

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

🔌

Xero MCP Server

Medium 📱 macos, linux, windows

MCP for Xero small-business accounting.

GitHub

🔌

AbdelStark/bitcoin-mcp

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

₿ A Model Context Protocol (MCP) server that enables AI models to interact with Bitcoin, allowing them to generate keys, validate addresses, decode transactions, query the blockchain, and more.

🔓 Sign Up Free to Install

🔌

Ramp MCP Server

Medium 📱 macos, linux, windows

MCP for Ramp corporate cards and spend management.

🔓 Sign Up Free to Install

🔌

Plaid MCP Server

Medium 📱 macos, linux, windows

MCP server exposing Plaid banking and financial-account APIs.

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for Pocket Teller.ai +

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

⚡ 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

⬇ Import Agent Docs

🤖 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

🤖 CREWAI

AITradingCrew

👆 Manual

🚀 AI Trading Crew - Automated trading analysis using CrewAI framework