AI agents that help you manage a budget and personal money

9 AI agents and agent tools that help you manage a budget and personal money. Ranked by momentum this week, with setup difficulty for each.

In short

  • Gaining the most momentum this week: day-trader-skill, trader-skill, and Vibe-Trading.
  • Easiest to start with (nothing to install, or adds to an AI app you already use): Pulse Local.
  1. #1

    day-trader-skill

    Day-trader-skill is a set of 11 Claude skills that scans charts, tracks news, times entries and exits, and simulates trade outcomes for day traders.

    Skill or plugin Guided command-line setup Free and open source 4,427 GitHub stars

  2. #2

    trader-skill

    trader-skill is a set of 11 Claude skills that copy a chosen investor's 13F holdings, watch news, size trades to a budget, and require your approval before any order for people who want to manage a stock portfolio.

    Skill or plugin Guided command-line setup Free and open source 1,100 GitHub stars

  3. #3

    Vibe-Trading

    Vibe-Trading is a personal trading agent that runs research, backtests and trading tasks for investors who want AI to do the analysis.

    Agent app Guided command-line setup Free and open source 37.4k GitHub stars

  4. #4

    PanWatch

    PanWatch is a self-hosted app that monitors stocks and portfolios with AI analysis and sends alerts for A-shares, Hong Kong, and US markets.

    Agent app Guided command-line setup Free and open source 2,338 GitHub stars

  5. #5

    mcd-saver-strategist

    mcd-saver-strategist is a skill that finds the cheapest combination of McDonald's China menu items and coupons for a given order.

    Skill or plugin Guided command-line setup Not stated 1,544 GitHub stars

  6.  

    mcd-coupon-strategist

    Mcd-coupon-strategist is a skill that finds the cheapest McDonald's China order at the current store and warns about coupon traps, for people who order there often.

    Skill or plugin Guided command-line setup Free and open source 991 GitHub stars

  7.  

    mcd-cn-assistant

    mcd-cn-assistant is a skill that lets an AI agent handle McDonald's China campaigns, coupons, cheapest ordering, and group bill splitting through the official McDonald's China MCP service.

    Skill or plugin Guided command-line setup Not stated 379 GitHub stars

  8.  

    mcd-expiry-butler

    mcd-expiry-butler is a WorkBuddy skill that flags McDonald's coupons and points nearing expiry and checks which are worth using within a budget.

    Skill or plugin Install a desktop app or browser extension Not stated 130 GitHub stars

  9.  

    Pulse Local

    Pulse Local is a Mac budgeting app that keeps your ledger and AI chat answers on your own machine for people managing personal or small business money.

    Agent app Works in your browser or phone Free tier plus paid plans

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