Compass
A personal financial planner that keeps your whole money picture on one sourced page each month: net worth, cash flow, runway, loan cost against yield, and up to three options. Draft-only. It never moves money, and you make every decision.
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 Compass’s share page with Open in Bot.
- Add Compass in Bot.
- Start a chat with Compass, then review what it produces and check any factual claims.
3Use it
Shared by Wong Poh Sang. Open it in Bot to start using it.