Fiduciary

Local personal financial advisor: Plaid bank sync, SQLite storage, and Claude Code coaching skills.

PluginfreeUnited States

A local-first personal finance advisor that links to bank accounts via Plaid, stores data in a local SQLite database, and uses an LLM agent to provide conversational advice grounded in real transactions. It addresses the gap between generic guidance and personal data by offering onboarding, transaction syncing, quarterly health checks, next-dollar planning using a fiduciary framework, spending audits, and weekly reports for Claude Code users with a compatible runtime or offline Ollama.

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