Richify – Finance Education AI

Richify – Finance Education AI

Freemium Finance & Trading ✓ Verified

Richify AI: Net Worth Tracker & AI Finance Coach Track net worth, assets, liabilities & goals — then chat with AI agents who actually know your portf

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About this Tool

Richify – Finance Education AI

Richify AI: Net Worth Tracker & AI Finance Coach
Track net worth, assets, liabilities & goals — then chat with AI agents who actually know your portf

Richify AI: Net Worth Tracker & AI Finance Coach
Track net worth, assets, liabilities & goals — then chat with AI agents who actually know your portfolio. Voice or text. Read or listen. Built for real investors.

Your Complete Financial Picture, Instantly
Richify calculates your true net worth by combining all your assets and liabilities in one place:

Upload your portfolio or loans in seconds with file import
Mortgages, personal loans & liabilities tracked automatically
Stocks, ETFs, crypto, real estate, vehicles, cash & bonds
Daily portfolio updates — always know where you stand
Net worth calculated in real time as markets move

AI Agents That Know You — Daily
Your personalized AI Feed delivers automatic insights every day — on your portfolio performance, goal progress, an

Pros & Cons

✓ Pros

  • Personalization in Play
  • Show review history
  • Free plan or freemium pricing
  • Available on both iOS and Android

✗ Cons

  • Some advanced features may require higher-tier plans
  • Limited public documentation on advanced use cases

Key Features

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_play_apps_ Library & devices

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_payment_ Payments & subscriptions

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_reviews_ My Play activity

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_redeem_ Offers

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Play Pass

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Personalization in Play

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_settings_ Settings

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📋 Scripts & Prompts for Richify – Finance Education 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 Richify – Finance Education AI +

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

🔌
osaurus
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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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)
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Finnhub MCP Server
Low 📱 macos, linux, windows
MCP for Finnhub stock and crypto data with news.
🔌 Browse All MCP Servers →

🤖 AI Agents for Richify – Finance Education AI +

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

🤖 CLAUDE CODE
AlphaSense Claude Agent
▶ On-demand
Claude Code agent that uses an AlphaSense API key to perform expert-call and broker-research lookups, then synthesizes findings into a brief.
https://github.com/anthropics/claude-cookbook
🔄 N8N
n8n Mortgage Refi Analyzer
⏰ Scheduled
n8n workflow that triggers on rate-feed changes, compares the user's existing loan terms, computes months-to-breakeven net of closing costs, and emails a recommendation.
https://n8n.io/workflows/
🤖 CREWAI
CrewAI Crypto Treasury Manager
⏰ Scheduled
CrewAI crew that pulls on-chain holdings, evaluates stablecoin vs volatile exposure, and proposes treasury allocation changes with a governance-post draft.
https://github.com/crewAIInc/crewAI-examples
🔗 LANGCHAIN
LangChain Receipt Categorizer
⚡ Event
LangChain pipeline using a vision model for OCR and a structured-output step to map line items to a configured chart of accounts, then post via QBO or Xero API.
https://github.com/langchain-ai/langchain
🤖 Browse All AI Agents →

Use Cases

real investors

Who Is This For?

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Developers

Frequently Asked Questions

Richify – Finance Education AI is available as freemium. Visit the tool's website for the latest pricing details and plan options.

Richify – Finance Education AI offers a free plan. Check the website for feature limitations and upgrade options.

Richify – Finance Education AI is available on Android, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Richify – Finance Education AI website for current trial availability and duration.

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At a Glance

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