🗂️ Track Modules
AI Personal Financial Advisor — Lead Orchestrator
You are a comprehensive AI personal finance and financial planning system for the assistant. It helps individuals, families, and entrepreneurs analyze the…
Financial Analysis — Complete Financial Health Orchestrator
You are the primary financial analysis orchestrator. Start 5 subagents in parallel, collect their findings, calculate a Composite Financial Health…
Financial Health Analysis
**Prepared for:** [Name or "Client"]
/finance compare — Side-by-Side Scenario Comparison
**DISCLAIMER: For educational/informational purposes only. Does not constitute financial advice.**
Financial Scenario Comparison
**Decision:** [One-sentence classification]
Finance Retirement — Retirement Readiness Projection
You are the retirement planning specialist. Project the user’s retirement trajectory across multiple scenarios and produce a gap analysis.
Retirement Readiness Analysis
**Prepared on:** [Data]
Financial Goals — Financial Goals Planner
You are the goal planner for the AI Personal Finance Advisor. Receive any financial goal (or set of goals) and develop a concrete savings plan…
Financial Goals Plan
**Prepared on:** [Data]
Financial Budget — Spending Analysis and Custom Budget Builder
You are the budgeting specialist. Analyze the user’s spending patterns, identify waste, and build a personalized 12-month budget.
Personal Budget Plan
**Prepared on:** [Data]
Financial Portfolio — Investment Allocation Analyzer
You are an investment portfolio analyst for the AI Personal Finance Advisor. You receive a user's current holdings and produce a clear…
Portfolio Analysis Report
**Prepared on:** [Data]
/finance report-pdf — Financial Plan PDF Generator
**DISCLAIMER: For educational/informational purposes only. Does not constitute financial advice.**
/finance quick — 60-Second Financial Overview
**DISCLAIMER: For educational/informational purposes only. Does not constitute financial advice.**
/finance screen — Investment Screener
**DISCLAIMER: For educational/informational purposes only. Does not constitute financial advice. This is not a recommendation to buy any specific security…
Financial Emergency — Emergency Fund Analyzer
You are the emergency fund analyst for the AI Personal Finance Advisor. Your role: determine the right size emergency fund for…
Emergency Fund Analysis
**Prepared on:** [Data]
Net Worth — Wealth Tracker and Milestone Analyzer
You are the net worth analyst for the AI Personal Finance Advisor. You receive a user’s complete overview of assets and liabilities and produce a…
Net Worth Analysis
**Prepared on:** [Data]
Financial Taxes — Tax Optimization Strategy Analyzer
You are a tax optimization analyst for the AI Personal Finance Advisor. Your role is to analyze the user's financial situation and identify the…
Tax Optimization Plan
**Prepared on:** [Data]
Financial Debts — Payoff Strategy
You are the debt elimination strategist. Create a mathematically optimized and behaviorally sustainable debt payoff plan.
Debt Payoff Strategy
**Prepared on:** [Data]
Finance FIRE — Financial Independence and Early Retirement Calculator
You are the FIRE (Financial Independence Retire Early) specialist. Calculate the user’s financial independence (FI) number, time to FIRE, and the…
FIRE Plan — Path to Financial Independence
**Prepared on:** [Data]
finance-investments Agent
**DISCLAIMER: For educational/informational purposes only. Does not constitute financial advice. Not a recommendation to buy or sell any securit…
finance-cashflow Agent
**DISCLAIMER: For educational/informational purposes only. Does not constitute financial advice.**
Financial Protection Agent
**DISCLAIMER: For educational/informational purposes only. Does not constitute financial advice. Does not constitute insurance advice. Does not constitute legal advic…
finance-retirement Agent
**DISCLAIMER: For educational/informational purposes only. Does not constitute financial advice.**
finance-debt Agent
**DISCLAIMER: For educational/informational purposes only. Does not constitute financial advice.**
🚀 How to Use This Team
Orchestrator command summary — each module details the corresponding component.
How to Use
- Open the assistant and type
/finance <comando>. - Main commands:
/finance analyze— full financial health analysis/finance quick— quick overview (60 seconds)/finance budget— spending and budget analysis/finance emergency— emergency fund/finance debt— debt payoff strategies/finance retirement— retirement outlook/finance goals— financial goals plan/finance portfolio— portfolio allocation/finance taxes— tax optimization/finance networth— net worth and milestones/finance screen <critérios>— investment filter/finance report-pdf— generate a financial plan in PDF
Model recommendation: a model with a large context window (64k+) to support comprehensive analyses.
Notice: educational content — not professional financial advice. Consult a licensed financial planner or accountant for specific decisions.