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Richify: Personal Finance AI

Richify: Personal Finance AI

$250,000 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 portfo

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Finance & Trading AI

About this Tool

Richify: Personal Finance AI

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

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, re

Pros & Cons

✓ Pros

  • ✓All Free Calculators
  • ✓401(k) vs Roth
  • ✓HSA Cheat Code
  • ✓Free plan or trial available
  • ✓AI-powered features

✗ Cons

  • ✗No native Android app
  • ✗Requires a paid subscription for full access

Key Features

🧮

All Free Calculators

🧮

Mortgage Calculator

🧮

Refinance Calculator

🔧

Compound Interest

🔧

Currency Converter

🔧

401(k) vs Roth

🔧

Roth Conversion

🔧

HSA Cheat Code

📊

State Tax Escape

🔧

RE Portfolio Tracker

📋 Scripts & Prompts for Richify: Personal Finance 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: Personal Finance AI +

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

🔌
Stripe MCP Server
Low 📱 macos, linux, windows
Official Stripe MCP for payments, customers, and subscriptions.
GitHub
🔌
longportapp/openapi
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🐍 ☁️ - LongPort OpenAPI provides real-time stock market data, provides AI access analysis and trading capabilities through MCP.
🔓 Sign Up Free to Install
🔌
QuickBooks Online MCP Server
Medium 📱 macos, linux, windows
MCP for QuickBooks Online accounting workflows.
🔓 Sign Up Free to Install
🔌
sonirico/mcp-stockfish
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🏎️ 🏠 🍎 🪟 🐧️ MCP server connecting AI systems to Stockfish chess engine.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for Richify: Personal Finance AI +

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

🔄 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/
⬇ Import Agent Docs
🤖 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
🔓 Sign Up Free to Import
🔗 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
🔓 Sign Up Free to Import
🌊 FLOWISE
Flowise Invoice Reconciliation Agent
⏰ Scheduled
Flowise flow that ingests PO, invoice, and payment records, reconciles them, and flags variances or missing matches for manual review.
https://github.com/FlowiseAI/Flowise
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Tags

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Frequently Asked Questions

Richify: Personal Finance AI is available as $250,000. Visit the tool's website for the latest pricing details and plan options.

Visit the Richify: Personal Finance AI website to check whether a free tier or free trial is available.

Richify: Personal Finance AI 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 Richify: Personal Finance AI website for current trial availability and duration.

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