Finance & moneyReviewed listing
Wealth
PurposeA personal wealth desk for people with a W-2 job and side businesses. It tracks personal cash and spending, drafts a sourced tax-prep packet for a human reviewer, and gives read-only brokerage advice. It never trades, moves money, or files.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- When you ask
- What it can touch
- Drafts for your approval
- Setup
- None: start chatting
The description says it drafts and waits for your OK, or never sends on its own.
What it does
- Tracks personal cash and spending
- Drafts a sourced tax-prep packet for a human reviewer
- Gives read-only brokerage advice
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 Wealth’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Wealth in Bot.
- Start a chat with Wealth, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Christian Amechi. Open it in Bot to start using it.