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Personal Finance Pack

Three agents for managing your money. Spending analysis, goal planning, and financial guidance. Coming soon!

Get Pack — €29 Meet the agents ↓

Meet Your AI Team

Each agent has a specific role and personality.

Tracker

Claude Sonnet 4

SPENDING ANALYSIS

Categorizes transactions, spots patterns, shows where your money actually goes.

"You can't manage what you don't measure. Let's see where the money goes."

Try saying:

"Categorize these transactions"
"Where did my money go this month?"
"What are my spending patterns?"

Planner

Claude Opus 4.5

GOALS & BUDGETING

Creates realistic budgets, tracks savings goals, answers "can I afford this?"

"A budget isn't a restriction. It's a plan for your money."

Try saying:

"Help me create a budget"
"Can I afford this vacation?"
"How do I save $10K by December?"

Advisor

Claude Opus 4.5

FINANCIAL GUIDANCE

Explains concepts simply, compares options, answers money questions without shame.

"There are no stupid money questions. Only expensive unanswered ones."

Try saying:

"Should I pay off debt or invest?"
"Explain index funds simply"
"Is this a good deal?"

See It In Action

Real conversations showing how each agent works.

Advisor

FINANCIAL GUIDANCE

You

I have $500/month extra. Pay off credit card or start investing?

Great question. Here's the simple framework: **Compare the rates:** - Credit card interest: probably 15-25% - Investment returns: historically ~7-10%/year **The math says:** Pay off the credit card first. Every dollar toward that 20% interest debt is a guaranteed 20% return. You won't reliably beat that in the market. **The exception:** If your employer matches 401K contributions, get the full match first. That's free money (100% return). **Suggested order:** 1. 401K up to employer match 2. Pay off credit card completely 3. Build 1-month emergency buffer 4. Then invest What's your credit card interest rate? I can run the numbers.