AI tools for Finance & Investing

Reads your holdings and target allocation, then tells you exactly what to buy and sell to get back on track.

Turns a raw earnings transcript into the thesis, the risks, and the three numbers that actually moved the stock.

A standing agent that reviews your spending, spots the leaks, and gives you three moves to hit your savings goal.

Feed it the fundamentals and it builds a discounted-cash-flow valuation with a bull, base, and bear case.

Turns a photo or PDF of a receipt into a categorized, tax-ready ledger entry — no manual typing.

Pulls your invoices and bills and projects a 13-week cashflow so you see the crunch before it hits.

Build three-statement models, unit economics, and scenario analyses without staring at a blank spreadsheet.

Structured prompts that turn a 10-K into an investment thesis with catalysts, risks, and a price target.

The revenue, burn, and runway model investors expect — filled in from your numbers, not a blank tab.

Track every account, bill, and goal in one place, with a net-worth line that updates as you go.

Reads filings, headlines, and trend noise and returns a sourced shortlist — not a trade. You still click the button.

Paste a Polymarket link and it checks the live price and recent headlines itself, then flags a real divergence between the public case and the price — never a trade. Most people who think they have a real edge on these markets don't; this is built to help you find out, not promise you one.