- Monthly spending review
- Costco, by the dozen
- Amazon, itemized
- Subscription audit
- Investment overview
- Net worth over time
“Put all my investments in one report.”
Show my allocation and unrealized gains across brokerages.
you › Use fin, my local command-line tool for my bank and brokerage data (run `fin help` to see its commands), to create a polished visual report with charts and a concise summary: Put all my investments in one report. Show my allocation and unrealized gains across brokerages.
The app opens with this prompt filled in; read it, then press Enter. It needs fin installed and connected to your accounts, so set it up first if you haven't.
// AI-generated report · illustrative data
fin supplies the data. Your agent creates the layout, charts, and analysis.
fin