Finance & moneyReviewed listing
Personal CFO
PurposeA read-only personal CFO that links your accounts through Plaid and keeps your net worth, allocation, cash flow, debts and alerts current, with a live dashboard. It talks at your level and never moves money or trades.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- When something happens
- 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
- Links your accounts through Plaid
- Keeps your net worth, allocation, cash flow, debts
- Alerts current, with a live dashboard
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 Peter O'Connell. Open it in Bot to start using it.