Table of Contents
Money management shouldn’t require a finance degree. In another AI Agent Build-Off session, we tackled personal finance with an AI-powered assistant.
The Vision#
We wanted to create an agent that could:
- Track income and expenses automatically
- Calculate net worth across accounts
- Visualize spending patterns with intuitive graphs
- Provide insights about financial habits
- Answer questions about stocks and investments
Technical Architecture#
The agent used a combination of:
- Sequential agents for step-by-step financial analysis
- Parallel agents for fetching data from multiple sources simultaneously
- Google Search integration for real-time stock information
- Custom tools for generating visualizations
One of the trickiest parts was handling financial disclaimers, any AI working with money needs to be clear about the limitations of its advice.
Key Features#
Spending Analysis#
The agent can break down spending by category, showing where your money goes each month. The card-based UI made it easy to digest at a glance.
Net Worth Tracking#
Aggregate view across multiple accounts, updated in real-time.
Stock Queries#
Ask natural language questions like “How is GOOGL doing?” and get current information with relevant context.
Watch the Build#
Takeaways#
Building AI agents for sensitive domains like finance requires extra care:
- Be transparent about what the AI can and cannot do
- Add disclaimers where appropriate
- Don’t make assumptions about user financial situations
- Security first for any real-world implementation
The potential here is enormous. Imagine having a financial advisor available 24/7 that knows your complete financial picture. We’re getting closer to that reality.
