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.