SUMA Wealth

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About this Tool

SUMA Wealth

Link all your accounts, cards, and investments in one dashboard and save time switching between apps

Best of all, you get 7 days free to explore ever

Link all your accounts, cards, and investments in one dashboard and save time switching between apps

Best of all, you get 7 days free to explore every feature. After that, choose the membership that fits you best through our secure Stripe checkout.

Discover everything SUMA offers:

– AI Financial Agent: Ask anything—from spotting unused subscriptions to building a home-buying plan.
– Money Insights: Personalized tips to spend smarter and save more.
– Budgets made easy with interactive bubbles.

Pros & Cons

✓ Pros

✓WHAT IS SUMA?
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✓Free plan or freemium pricing

✗ Cons

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

Key Features

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SUMA APP

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SUMAVERSITY

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CHALLENGE

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WHAT IS SUMA?

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App Support

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📋 Scripts & Prompts for SUMA Wealth +

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 SUMA Wealth +

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

🔌

Alpaca MCP Server

Medium 📱 macos, linux, windows

MCP for Alpaca brokerage trading and market data.

GitHub

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Polygon.io MCP Server

Medium 📱 macos, linux, windows

MCP for Polygon.io equities, options, and crypto market data.

🔓 Sign Up Free to Install

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Alpha Vantage MCP Server

Low 📱 macos, linux, windows

MCP for Alpha Vantage time-series and fundamentals data.

🔓 Sign Up Free to Install

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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)

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for SUMA Wealth +

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

🤖 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

⬇ Import Agent Docs

🤖 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

🔓 Sign Up Free to Import

🔄 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/

🔓 Sign Up Free to Import

🤖 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

🤖 Browse All AI Agents →