Track what insiders and 13 top funds, from Berkshire to Pershing Square, are buying and selling, straight from SEC filings. Fund-by-fund 13F changes, consensus buys, any-ticker lookup and insider red flags, every number linked to its source.
Find the inventory-sync bugs that don't throw errors — before your accountant does. Hand over 3 CSV exports (ERP stock, SKU mapping, channel catalog) and get back the exact SKUs silently mis-syncing right now, ranked by severity and explained. No API keys, no credentials — read-only by design.
Builds a polished Excel financial model for any company. Give it a public company ticker (data pulled automatically from Yahoo Finance and SEC EDGAR) or a private company spreadsheet, and it outputs a fully formatted .xlsx with a 3-statement model (Income Statement, Balance Sheet, Cash Flow) plus DCF valuation — 5 years historical, 5 years projected, WACC build-up, and a sensitivity table.
As a finance content creator, I know the daily struggle of turning raw market data into engaging, compliant content across multiple platforms. I built this workflow to save hours of formatting. It strictly separates observed facts from interpretation, flags missing sources, and strictly avoids investment-advice language. This is the exact system designed to generate newsletters, X threads, and video scripts safely and efficiently every single day.
An intelligent spreadsheet assistant that creates, analyzes, cleans, structures, and improves Excel workbooks with formulas, tables, calculations, summaries, and data insights.
Build a practical monthly budget from income, expenses, debt, emergency savings and goals. Get reconciled cash flow, savings-rate and emergency-fund analysis, debt-payoff scenarios, realistic targets, a 30-day checklist and an optional dashboard. Informational and educational only—not financial, investment or financial-planning advice.
Paste your bank or card statement (text, CSV, or screenshot) and this agent finds spending you might want to cut. No sign-ups, no linking accounts. Scans transactions for recurring charges, forgotten subscriptions, and duplicates, groups them into categories, and flags the top items most likely to be waste with estimated annual savings. Data stays in the conversation, nothing stored. Like this tool? ExpertPanel gives you a scored review with specific improvement suggestions from 3 AI experts.
Check your portfolio's structure, not what to buy. Give it your holdings and it maps your allocation, flags concentration risk (single stock, sector, region), and calculates rebalancing math toward a target you set — all as diagnostics, never security recommendations. Runs on real, live-retrieved prices, never estimated ones. Not financial advice; built for a repeatable weekly or monthly self-review, downloaded once and run whenever you want.