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Wallet – Daily Budget & Profit

Wallet – Daily Budget & Profit

Free Finance & Trading ✓ Verified

Wallet is a market-leading personal finance manager, built to help you save money, plan for the future, and see all your finances in one place. See wh

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About this Tool

Wallet – Daily Budget & Profit

Wallet is a market-leading personal finance manager, built to help you save money, plan for the future, and see all your finances in one place. See wh

Wallet is a market-leading personal finance manager, built to help you save money, plan for the future, and see all your finances in one place. See where your money goes by tracking expenses automatically with bank synchronization across all your accounts, currencies and investments. Dive into reports on your spending, manage debt, and track bills. Share specific features with loved ones to get on top of your budgets together.

Wallet allows you to see your finances your way: anywhere, any time.

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

🔧

ShareCost

🔗

AISP APIs

🔧

Legal Centre

📋 Scripts & Prompts for Wallet – Daily Budget & Profit +

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 Wallet – Daily Budget & Profit +

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
🔌
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
🔌
Xero MCP Server
Medium 📱 macos, linux, windows
MCP for Xero small-business accounting.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for Wallet – Daily Budget & Profit +

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

🤖 CLAUDE CODE
Claude Code Financial Analyst Skill
▶ On-demand
Claude Code skill that ingests SEC filings, parses MD&A and risk factors, and outputs a structured valuation memo with DCF, comparable multiples, and key ratios.
https://github.com/anthropics/claude-cookbook
⬇ Import Agent Docs
🤖 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
🔓 Sign Up Free to Import
🔗 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
🤖 Browse All AI Agents →

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Who Is This For?

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Developers

👤

Small Business

👤

Freelancers

Tags

Finance & Trading Free Api iOS

Frequently Asked Questions

Wallet – Daily Budget & Profit is available as free. Visit the tool's website for the latest pricing details and plan options.

Wallet – Daily Budget & Profit offers a free plan. Check the website for feature limitations and upgrade options.

Wallet – Daily Budget & Profit is available on Api, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Wallet – Daily Budget & Profit website for current trial availability and duration.

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