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金融アドバイス

  • An AI agent that tracks expenses, categorizes spending, provides budget recommendations, and forecasts financial trends.
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    What is Personal Finance Assistant AI Agent?
    Personal Finance Assistant AI Agent is an open-source, AI-driven tool developed to streamline personal financial management through natural language conversation. It enables users to log daily expenses by simply chatting, automatically categorizes transactions, and organizes data into comprehensive budgets. Leveraging OpenAI's GPT-4 model, it analyzes spending patterns to generate tailored budgeting recommendations, forecasts future expenditures, and visualizes financial trends with easy-to-read charts. Users can set savings goals, receive alerts when nearing budget limits, and query real-time insights about their finances. The agent stores data locally in a SQLite database for privacy, while being extensible to integrate with banking APIs or customize categories. Its intuitive interface makes it accessible for individuals and small businesses to optimize financial planning and decision-making.
  • RetireMint is an all-in-one retirement planning platform to help you retire better and more prepared.
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    What is RetireMint?
    RetireMint provides a holistic approach to retirement planning with customized financial tools, lifestyle assessments, and expert advice. This platform caters specifically to Canadians, aiming to simplify the complex retirement planning process and ensure a stress-free transition. With RetireMint, users can gain insights into their retirement readiness, explore potential financial strategies, and access valuable retirement content all in one place.
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