Prompts
Build a Multi-Generation Wealth Plan AI Prompt
Finances feel chaotic - this AI Prompt builds a numbers-first wealth plan with one-question discovery,…
Portfolio Tracking Workflows
Browse 58 Portfolio Tracking automation workflows
Prompts
Build a Crisis-Ready Portfolio Risk Review AI Prompt
Risk stats feel misleading - a proven AI Prompt that compares unstable investments with stress…
Prompts
Vet ETFs for Hidden Costs and Liquidity AI Prompt
ETF labels mislead - a proven AI Prompt that screens funds for true exposure, hidden…
Prompts
Build an Impact-First ESG Portfolio AI Prompt
ESG funds feel like greenwashing - a proven AI Prompt that builds an impact-first portfolio…
n8n
Binance + Gmail: spot order receipts you can trust
Place and manage Binance spot orders, check open orders, and cancel strays, then send results…
n8n
Google Sheets + Gmail, real estate deals ranked fast
Real estate deal screening lands in Google Sheets and arrives via Gmail. Fewer copy paste…
n8n
Finnhub to Google Sheets, DCF models filled for you
Pull Finnhub filings into Google Sheets and auto-fill TTM, CAGR, and DCF tabs. Reduce copy-paste…
n8n
OpenSea to Telegram, instant NFT listing and offer checks
Ask Telegram a question and get clean OpenSea listings, offers, traits, and order details back.…
n8n
OpenSea + Telegram: instant NFT lookups on demand
Send a Telegram message and get OpenSea NFT details, traits, and wallet holdings in a…
n8n
Alpaca to Telegram, daily stock summaries delivered
Pull Alpaca price history, get AI written buy sell hold notes, and deliver the same…
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