💼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
WealthX – Budget & Cashflow

WealthX – Budget & Cashflow

$3.99 Finance & Trading ✓ Verified

Take control of your money with more clarity, structure, and confidence. WealthX brings your accounts, budgets, transactions, and investments into one

Visit Website Write a Review ★
🔍 People also searched for
Finance & Trading AI ipad view in mac

About this Tool

WealthX – Budget & Cashflow

Take control of your money with more clarity, structure, and confidence.
WealthX brings your accounts, budgets, transactions, and investments into one

Take control of your money with more clarity, structure, and confidence.
WealthX brings your accounts, budgets, transactions, and investments into one organized system,
so you can see where your money goes and how your financial picture changes over time.

Flexible Budgets
Budgeting should not be limited to one timeline.
Plan by month, quarter, year, or project,
and switch perspectives anytime.
From everyday spending to long-term goals,
everything has a place.

Scenarios
Organize your finances a

Pros & Cons

✓ Pros

  • ✓This app hasn’t received enough ratings or reviews to display an overview.
  • ✓Free plan or freemium pricing

✗ Cons

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

Key Features

📱

This app hasn’t received enough ratings or reviews to display an overview.

📋 Scripts & Prompts for WealthX – Budget & Cashflow +

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 WealthX – Budget & Cashflow +

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

🔌
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)
GitHub
🔌
Finnhub MCP Server
Low 📱 macos, linux, windows
MCP for Finnhub stock and crypto data with news.
🔓 Sign Up Free to Install
🔌
npm
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
**[LunarCrush Remote MCP](https://github.com/lunarcrush/mcp-server)** - Get the latest social metrics and posts for both current live social context as well as historical metrics in LLM and token optimized outputs. Ideal for automated trading / financial advisory.
🔓 Sign Up Free to Install
🔌
Yahoo Finance MCP Server
Low 📱 macos, linux, windows
MCP for Yahoo Finance quotes and fundamentals.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for WealthX – Budget & Cashflow +

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

🌊 FLOWISE
Flowise Invoice Reconciliation Agent
⏰ Scheduled
Flowise flow that ingests PO, invoice, and payment records, reconciles them, and flags variances or missing matches for manual review.
https://github.com/FlowiseAI/Flowise
⬇ Import Agent Docs
🤖 CLAUDE CODE
Claude Code SEC Filing Watcher
⏰ Scheduled
Claude Code agent that polls EDGAR for new 8-K filings on a watchlist, extracts material events, and posts a summary to Slack or email.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
⚡ ZAPIER
Zapier Stock Alert Multi-Step
⚡ Event
Zapier Zap that triggers on unusual volume from a market data webhook, calls an LLM to summarize related news, and posts the alert to a Slack channel.
https://zapier.com/apps
🔓 Sign Up Free to Import
🤖 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
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

Similar Finance & Trading Tools

AI Trade, dub invest
Finance & Trading
Tripcoin – Travel budget
Finance & Trading
CalcTape Paper Tape Calculator
$2.99
AI-Stock-Predictions.com
$700
Flash by StockSentinel.ai
Finance & Trading
Garnair: Money Agent
$19.99
Zyra: AI Budget Coach
$9.99
Cenno
$3.99
Munas AI Agent: Multiple Tasks
$4.99
MoneyControl Spending Tracker
Finance & Trading
Composer: AI Trading
$20
Uprise
Finance & Trading

Use Cases

✅

ipad view in mac app store * [ages 4+ years](https://apps

Who Is This For?

👤

Developers

Tags

Finance & Trading Freemium Desktop iOS

Frequently Asked Questions

WealthX – Budget & Cashflow is available as $3.99. Visit the tool's website for the latest pricing details and plan options.

Visit the WealthX – Budget & Cashflow website to check whether a free tier or free trial is available.

WealthX – Budget & Cashflow 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 WealthX – Budget & Cashflow website for current trial availability and duration.

🔒
Community Ratings Join free to see community votes & react
❤️ ··· 💪 ···
Create Free Account Log In
No reviews yet. Be the first to share your experience with WealthX – Budget & Cashflow!

Share Your Experience

At a Glance

🔗 Get a Do-Follow Backlink Boost your domain rating with a high-authority directory link — one-time $499
View Plans →

Is this your tool? Claim this listing →