AI Finance Agent Marketplace

Browse and hire AI agents for portfolio drift, daily briefings, benchmark attribution, earnings calendars, tax harvesting, and risk monitoring. Free and Pro tiers.

All 20 agents

Drift Monitor — Watches allocation vs your targets. Continuously compares portfolio allocation to target weights and alerts when drift exceeds your threshold.
Morning Brief — Daily portfolio intelligence at 7AM. Personalised morning summary with overnight movers, macro context, and your calendar.
Decision Log Keeper — Records every recommendation immutably. Automatically logs every agent recommendation with rationale snapshot for your records.
Activity Digest — Daily email summary of your agent team. Summarizes alerts, briefs, and decisions from your hired agents and emails you on a schedule you choose.
Earnings Watcher — Pre and post earnings intelligence. Tracks upcoming reports, expected moves, beat/miss history, and post-earnings price reactions for your holdings.
News Impact — News affecting your holdings only. Filters market news to events that materially affect your held tickers and sectors.
Risk Sentinel — Drawdown, VaR, and concentration alerts. Monitors portfolio drawdown, concentration, and risk metrics before thresholds breach.
Rebalance Advisor — Specific rebalance plans on drift. Generates actionable rebalance plans when allocation drift is detected.
Benchmark Tracker — Compare vs SPY, QQQ, AGG. Compares your returns vs major benchmarks and explains the performance gap with attribution.
Tax Harvester — Scans loss-harvest opportunities. Finds unrealised losses, checks wash-sale rules, and suggests substitute positions.
Dividend Health — Monitors dividend sustainability scores. Tracks payout ratios, FCF coverage, and assigns dividend safety scores to income holdings.
Income Calendar — Ex-dates and income forecasts. Aggregates dividend ex-dates, payment dates, and forecasts monthly income.
Momentum Scanner — RSI, MACD, and relative strength. Scores momentum indicators for holdings and watchlist positions.
FIRE Progress — Tracks FI number and years-to-FI. Daily update on progress toward your financial independence number.
Factor Exposure — Decomposes ETF factor tilts. Breaks portfolio into value, growth, momentum, quality, size, and low-vol exposures.
Concentration Risk — Models drawdown scenarios. Calculates portfolio impact of drawdown scenarios for concentrated positions.
ESG Alignment — Portfolio E/S/G scoring. Scores each holding on environmental, social, and governance dimensions.
Options Desk — Options strategy context. Educational options context for your portfolio.
Crypto Watcher — 24/7 crypto portfolio monitoring. Monitors crypto holdings around the clock.
Retirement Planner — Long-horizon retirement modelling. Models retirement scenarios against your portfolio.