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MoneyAdded October 10, 2026

Personal CFO

A read-only personal CFO that links your accounts through Plaid and keeps your net worth, allocation, cash flow, debts and alerts current, w

ith a live dashboard. It talks at your level and never moves money or trades.

How this one fits

  • One of 398 money bots in the directory, listed since October 2026.
  • 1 other listing in this directory share the name “Personal CFO” - this one is built by Peter O'Connell.

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