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Whealth: AI Personal Finance

Whealth: AI Personal Finance

$0 Finance & Trading ✓ Verified

Features: • AI-Powered Finances — Ask anything about your money and get personalized, actionable insights

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Finance & Trading AI

About this Tool

Whealth: AI Personal Finance

Features:

• AI-Powered Finances — Ask anything about your money and get personalized, actionable insights

Features:

• AI-Powered Finances — Ask anything about your money and get personalized, actionable insights
• Whealth Score — A single number that tells you exactly where you stand financially
• Net Worth Dashboard — All your accounts, assets, and liabilities in one place
• Smart Budgets — Set monthly budgets by category with real-time tracking
• Debt Crusher — Avalanche and snowball payoff stra

Pros & Cons

✓ Pros

  • ✓No credit card required to start
  • ✓AI-powered features

✗ Cons

  • ✗No native Android app
  • ✗Requires a paid subscription for full access

Key Features

🔧

✓Net worth tracking:Yes

🔧

✓Budget tracking:Yes

💳

✓Debt payoff tools:Yes

📊

✓Spending analytics:Yes

💳

✓Subscription tracking:Yes

🔧

✓Linked accounts:Unlimited

🤖

✓AI chats per day:10

🤖

✓AI insights per day:5

🔧

✓Net worth tracking:Yes

🔧

✓Budget tracking:Yes

📋 Scripts & Prompts for Whealth: AI Personal 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 Whealth: AI Personal 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
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Alpha Vantage MCP Server
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MCP for Alpha Vantage time-series and fundamentals data.
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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)
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Finnhub MCP Server
Low 📱 macos, linux, windows
MCP for Finnhub stock and crypto data with news.
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🤖 AI Agents for Whealth: AI Personal Finance +

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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Tags

Finance & Trading Paid iOS

Frequently Asked Questions

Whealth: AI Personal Finance is available as $0. Visit the tool's website for the latest pricing details and plan options.

Visit the Whealth: AI Personal Finance website to check whether a free tier or free trial is available.

Whealth: AI Personal Finance is available on iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Whealth: AI Personal Finance website for current trial availability and duration.

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