Steve: AI Financial Coach

Steve: AI Financial Coach

$4.99 Finance & Trading ✓ Verified

Steve is your AI financial coach, here to turn financial confusion into clarity. Whether you’re trying to get ahead on savings, pay down debt, or inve

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About this Tool

Steve: AI Financial Coach

Steve is your AI financial coach, here to turn financial confusion into clarity. Whether you’re trying to get ahead on savings, pay down debt, or inve

Steve is your AI financial coach, here to turn financial confusion into clarity. Whether you’re trying to get ahead on savings, pay down debt, or invest for the future, Steve helps you take the right steps—one at a time.

Most personal finance apps track what you’ve already spent. Steve goes beyond that, guiding you with proactive, AI-driven insights to help you make smarter money decisions before you spend.

What Steve Helps You With:
• Know exactly where your money is going – Track and categor

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

📊

Usage Data

📋 Scripts & Prompts for Steve: AI Financial Coach +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
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 Steve: AI Financial Coach +

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

Low 📱 macos, linux, windows
MCP for CoinGecko crypto market data.
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
[finmap.org](https://finmap.org/) MCP server provides comprehensive historical data from the US, UK, Russian and Turkish stock exchanges. Access sectors, tickers, company profiles, market cap, volume, value, and trade counts, as well as treemap and histogram visualizations.
Low 📱 macos, linux, windows
Official Stripe MCP for payments, customers, and subscriptions.
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🐍 ☁️ - LongPort OpenAPI provides real-time stock market data, provides AI access analysis and trading capabilities through MCP.
🔌 Browse All MCP Servers →

🤖 AI Agents for Steve: AI Financial Coach +

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

🤖 CLAUDE CODE
⏰ 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
🤖 CLAUDE CODE
▶ 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
🤖 CREWAI
👆 Manual
Fenix Ai Trading Bot with LangGraph and ollama and multipe providers
https://github.com/Ganador1/FenixAI_tradingBot
🤖 CREWAI
👆 Manual
🚀 AI Trading Crew - Automated trading analysis using CrewAI framework
https://github.com/philippe-ostiguy/AITradingCrew
🤖 Browse All AI Agents →

Use Cases

ipad view in mac app store * [5 ratings 5

Who Is This For?

👤

Developers

Frequently Asked Questions

Steve: AI Financial Coach is available as $4.99. Visit the tool's website for the latest pricing details and plan options.

Visit the Steve: AI Financial Coach website to check whether a free tier or free trial is available.

Steve: AI Financial Coach 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 Steve: AI Financial Coach website for current trial availability and duration.

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At a Glance

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