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Shepherd Money: AI Assistant

Shepherd Money: AI Assistant

Freemium Finance & Trading ✓ Verified

Shepherd Money is a comprehensive personal finance app powered by AI. Our AI takes care of the mundane tasks of money management while also handling t

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About this Tool

Shepherd Money: AI Assistant

Shepherd Money is a comprehensive personal finance app powered by AI. Our AI takes care of the mundane tasks of money management while also handling t

Shepherd Money is a comprehensive personal finance app powered by AI. Our AI takes care of the mundane tasks of money management while also handling the responsibility of financial education. By helping you plan, budget, and invest wisely, Shepherd Money empowers you to make informed decisions and take control of your financial future.

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

🔧

Bug Fixes and Improvements

📋 Scripts & Prompts for Shepherd Money: AI Assistant +

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 Shepherd Money: AI Assistant +

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.
GitHub
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**[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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🤖 AI Agents for Shepherd Money: AI Assistant +

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

🤖 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
⬇ Import Agent Docs
🔗 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
🤖 CLAUDE CODE
Claude Sub-agent: Tax-Loss Harvester
▶ On-demand
Claude Code sub-agent that takes a brokerage CSV, applies wash-sale rules across linked accounts, and outputs a ranked harvest list with substitute-security suggestions.
https://github.com/anthropics/claude-code
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Use Cases

✅

iphone view in mac app store * [2 ratings 5

Who Is This For?

👤

Developers

Tags

Finance & Trading Freemium Desktop iOS

Frequently Asked Questions

Shepherd Money: AI Assistant is available as freemium. Visit the tool's website for the latest pricing details and plan options.

Shepherd Money: AI Assistant offers a free plan. Check the website for feature limitations and upgrade options.

Shepherd Money: AI Assistant is available on Desktop, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Shepherd Money: AI Assistant website for current trial availability and duration.

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