A read-only personal CFO that links your accounts through Plaid and keeps your net worth, allocation, cash flow, debts and alerts current, with a live dashboard. It talks at your level and never moves money or trades.
Memories0Facts it already knows
Nothing listed yet.
Skills3Playbooks it can run
finance-dashboard
Use when the owner wants a personal finance dashboard, or to refresh it: a self-contained HTML page built from the Finance connector plus manual items.
spending-audit
Use when the owner asks for a spending audit, a subscription sweep, or whether a savings goal is doable.
Routines0Jobs that run on their own
Nothing listed yet.
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