MULTINICHE AI

AI tools for Finance & Investing

Money decisions, done in the browser — valuation, rebalancing, cashflow, and the models investors expect, run live on your own numbers.

Portfolio Rebalancing Analyst
Reads your holdings and target allocation, then tells you exactly what to buy and sell to get back on track.
$44.00 · Agent Configs
★★★★★ (3)
Earnings Call Copilot
Turns a raw earnings transcript into the thesis, the risks, and the three numbers that actually moved the stock.
$46.00 · Agent Configs
★★★★★ (3)
Personal CFO Agent
A standing agent that reviews your spending, spots the leaks, and gives you three moves to hit your savings goal.
$39.00 · Agent Configs
★★★★★ (3)
DCF Valuation Agent
Feed it the fundamentals and it builds a discounted-cash-flow valuation with a bull, base, and bear case.
$49.00 · Agent Configs
★★★★★ (3)
Receipt-to-Ledger Automation
Turns a photo or PDF of a receipt into a categorized, tax-ready ledger entry — no manual typing.
$29.00 · Automation Blueprints
★★★★★ (3)
Cashflow Forecast Automation
Pulls your invoices and bills and projects a 13-week cashflow so you see the crunch before it hits.
$33.00 · Automation Blueprints
★★★★★ (3)
Financial Modeling Prompt Pack
Build three-statement models, unit economics, and scenario analyses without staring at a blank spreadsheet.
$26.00 · Prompt Packs
★★★★★ (3)
Equity Research Prompt Pack
Structured prompts that turn a 10-K into an investment thesis with catalysts, risks, and a price target.
$24.00 · Prompt Packs
★★★★★ (3)
Investor-Ready Financials Template
The revenue, burn, and runway model investors expect — filled in from your numbers, not a blank tab.
$22.00 · Doc Templates
★★★★★ (3)
Personal Budget & Net-Worth Template
Track every account, bill, and goal in one place, with a net-worth line that updates as you go.
$15.00 · Doc Templates
★★★★★ (3)

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