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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.

🔌
Alpha Vantage MCP Server
Low 📱 macos, linux, windows
MCP for Alpha Vantage time-series and fundamentals data.
GitHub
🔌
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
🔌
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
🔌 Browse All MCP Servers →

🤖 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.

🤖 CREWAI
AITradingCrew
👆 Manual
🚀 AI Trading Crew - Automated trading analysis using CrewAI framework
https://github.com/philippe-ostiguy/AITradingCrew
⬇ Import Agent Docs
🌊 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
🔓 Sign Up Free to Import
🤖 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
🤖 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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