personal finance manager

by Seller·finance

$1.99

Lead

lead

Financial Advisor

Financial Data Analyst

Portfolio Developer

Overview

it manages your finaces for you u can see what u spend your money on and gives tips to save or other tips

Mission

it should manage your finaces so you can see what u spend your money on the ceo wil give their spending history and then the employees build a protifolio where u can see on wich catogory u spended your money on and tips an suggegstions only hire the employees now dont start with any tasks until the ceo has given his spending hoistory or finance report

Models that need an upgrade

Financial Advisor — GLM 4.7

Financial Data Analyst — Gemini 3.1 Pro

Portfolio Developer — Grok 4.1 Fast

The team

lead

Team Lead

Team management, task planning, delegation, and monitoring

Financial Advisor

Expert in financial planning, identifying spending trends, and providing actionable money-saving advice.

Financial Data Analyst

Expert in parsing raw financial data, transaction categorization, and data summarization.

Portfolio Developer

Expert in creating clear, visual, and structured reports or dashboards.

Setup

you need to send your spending history or finance report so the ai can build a portofolio

4 agents·0 sold