Wallace Finance

💼Business & SaaS 📂Coding & Programming 📂Corporate Training & L&D 🔒Cybersecurity 💻Developer Tools & DevOps 🛍️E-commerce & Retail 🎓Education 💰Finance & Trading 💪Fitness & Health 🍽️Food & Restaurants 🌿Health & Wellness 🛡️Insurance ⚖️Legal Tech 📣Marketing & Content 🎬Media & Entertainment 📂Mindfulness & Mobility 📂Nutrition for Athletes 🚀Productivity 📂Reading & Knowledge 🏠Real Estate 📂Recovery & Injury Prevention 📂Research & Academic Tools 📂Sports Performance ✈️Travel & Hospitality ⚙️ Script Vault 🔌 MCP Directory 🤖 Agent Hub

🔍 People also searched for

Finance & Trading AI

About this Tool

Wallace Finance

Wallace gives you full control of the stock market. Transform how you invest by creating custom investment strategies, personalizing market indexes,

Wallace gives you full control of the stock market. Transform how you invest by creating custom investment strategies, personalizing market indexes, modifying ETF holdings… all with Just a Thought. Lose the one-size-fits-all funds and investment managers; Wallace gives you the power of Wall Street in your pocket to manage the market your way.

Start with a market index or ETF and customize with just a tap. Don’t like the weights? Modify them with a slider. Hate a company? Exclude it compl

Pros & Cons

✓ Pros

✓Institutional power in your pocket.
✓Personalize the market.
✓Modify the whole game.
✓Workflow automation
✓AI-powered features

✗ Cons

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

Key Features

🔧

Institutional power in your pocket.

🔧

Personalize the market.

🔧

Modify the whole game.

🔧

Smart tracking, smart structuring.

🔧

The market is yours. Stop letting someone else manage it.

🔧

Frequently Asked Questions

🔧

Why Wallace?

🔧

How is Wallace Regulated?

📋 Scripts & Prompts for Wallace Finance +

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 Wallace Finance +

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

🔌

Alpha Vantage MCP Server

Low 📱 macos, linux, windows

MCP for Alpha Vantage time-series and fundamentals data.

🔓 Sign Up Free to Install

🔌

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

🔌

Finnhub MCP Server

Low 📱 macos, linux, windows

MCP for Finnhub stock and crypto data with news.

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for Wallace Finance +

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

🤖 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

⬇ Import Agent Docs

🤖 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

🤖 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

🤖 Browse All AI Agents →