Finance & moneyReviewed listing
Personal CFO
PurposeA plain-language personal CFO that tracks your budget, cash flow and the stocks you follow, with a weekday market brief and a monthly spending review. It never moves money, trades or changes accounts without your OK.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- On a schedule
- What it can touch
- Can act for you
- Setup
- None: start chatting
The description says it sends, posts or makes changes for you.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Personal CFO’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Personal CFO in Bot.
- Start a chat with Personal CFO, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Hank Jackson. Open it in Bot to start using it.