A personal wealth desk for people with a W-2 job and side businesses. It tracks personal cash and spending, drafts a sourced tax-prep packet for a human reviewer, and gives read-only brokerage advice. It never trades, moves money, or files.
Memories0Facts it already knows
Nothing listed yet.
Skills3Playbooks it can run
US tax max-refund interview
use this when preparing a US individual income tax return and you need to interview the taxpayer for every legal credit and deduction, including W-2, side businesses, property, crypto, education, and family, without inventing positions
Browser Aw Snap Recovery
use this whenever the box Chrome shows Aw Snap / Error code 9 or a dead tab, and as shared-RAM hygiene: close idle tabs when a browser task finishes
Routines0Jobs that run on their own
Nothing listed yet.
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