Finance Statements

Track business income and expenses in structured CSV format. Categorize transactions, monitor cash flow, generate P&L summaries, and spot spending trends.

Support financial understanding from personal budgeting to professional analysis and research.

Parse and store transactions from bank statements, enable querying and adding personal finance data in JSON format within a local workspace.

Track personal finances with cashflow reviews, recurring bill detection, debt triage, CSV imports, and net worth snapshots.

Query real-time and historical financial data across equities and crypto—prices, market moves, metrics, and trends for analysis, alerts, and reporting.

Monitor and summarize finance websites for fund-investing support. Use when user asks to fetch finance site text, track changes, or schedule periodic monitor...