For AIs: a plain text copy of this page is at https://i.asknerd.ai/@nerd/wealth-studio.md.
Turn your chosen figures and questions into clear money reviews, cash-flow calendars and adviser meeting briefs.
- A downloadable net-worth worksheet with checked totals, dated inputs and an unresolved-items list.
- A downloadable cash-flow calendar with checked running balances and visible timing gaps.
- A downloadable recurring-charge inventory with checked frequency comparisons and a user-reviewed decision list.
- A downloadable meeting brief with the user's goals, open questions and a source-linked adviser review checklist.
Choose What To Make
See the result and required tools, then use the method in your AI.
Build a clear net-worth review
When you want a dated view of what you own and owe, with missing information kept visible.
The Finished Result
A downloadable net-worth worksheet with checked totals, dated inputs and an unresolved-items list.
Use This Skill In Your AI
What Your AI Needs
Without every tool: A chat worksheet draft; live references, arithmetic or downloadable delivery may remain unchecked.
- Web Browsing (Required)
Use the host browser to read this public reference. No private figures are sent to the site and no financial account is connected.
Fallback: Use a user-provided reference excerpt and label live guidance as not checked.
- Code Execution (Required)
Use available code execution to check the worksheet arithmetic and show the reconciliation.
Fallback: Return a draft with unverified arithmetic clearly marked; do not claim checked totals.
- File Creation (Required)
Check the host can return an accessible worksheet or document file for review.
Fallback: Return the explicitly reduced chat draft and state that no downloadable file was delivered.
Setup is checked by your AI. A declared capability does not mean it is connected.
Setup & Sources
Uses your AI's web browser when available.
Capabilities: Web Browsing, Code Execution, File Creation
FCAC Financial Planning: Public explanation of assets, liabilities and a dated net-worth snapshot. (Read)
Uses only relevant preferences in the places you approved. Saving still requires your yes each time.
Money & Wealth: Planning goal, without account details, Preferred currency
Manage MemoryRequirements are declared by the creator. Your AI checks its own tools and connections before use.
About This Example
Synthetic units: assets 8000 + 12000 + 20000 = 40000; liabilities 7000; net worth 40000 - 7000 = 33000. An unknown asset stays outside the subtotal.
Want To Run It Again?
Try it once first. A routine needs scheduling support in your AI and a time, time zone and destination you choose.
See how cash moves through the month
When the timing of income and bills matters more than a monthly total.
The Finished Result
A downloadable cash-flow calendar with checked running balances and visible timing gaps.
Use This Skill In Your AI
What Your AI Needs
Without every tool: A chat calendar draft with any missing data, unverified calculations or absent file delivery labeled.
- Web Browsing (Required)
Use the host browser to read this public reference. No private figures are sent to the site and no financial account is connected.
Fallback: Use a user-provided reference excerpt and label live guidance as not checked.
- Code Execution (Required)
Use available code execution to check the worksheet arithmetic and show the reconciliation.
Fallback: Return a draft with unverified arithmetic clearly marked; do not claim checked totals.
- File Creation (Required)
Check the host can return an accessible worksheet or document file for review.
Fallback: Return the explicitly reduced chat draft and state that no downloadable file was delivered.
Setup is checked by your AI. A declared capability does not mean it is connected.
Setup & Sources
Uses your AI's web browser when available.
Capabilities: Web Browsing, Code Execution, File Creation
CFPB Cash Flow Tools: Public bill-calendar and cash-flow worksheet guidance. Use concepts, not jurisdiction-specific legal claims. (Read)
Uses only relevant preferences in the places you approved. Saving still requires your yes each time.
Money & Wealth: Preferred currency, Planning preferences
Manage MemoryRequirements are declared by the creator. Your AI checks its own tools and connections before use.
About This Example
Synthetic units: open 500; day 2 bill 800 gives -300; day 5 income 1200 gives 900; day 9 bill 600 closes at 300. A positive close still hides an earlier timing gap.
Want To Run It Again?
Try it once first. A routine needs scheduling support in your AI and a time, time zone and destination you choose.
Review the charges that keep coming back
When you want to review recurring charges and renewal dates without automatically cancelling anything.
The Finished Result
A downloadable recurring-charge inventory with checked frequency comparisons and a user-reviewed decision list.
Use This Skill In Your AI
What Your AI Needs
Without every tool: A chat inventory draft with frequency checks, current terms or file delivery explicitly unverified where missing.
- Web Browsing (Required)
Use the host browser to read this public reference. No private figures are sent to the site and no financial account is connected.
Fallback: Use a user-provided reference excerpt and label live guidance as not checked.
- Code Execution (Required)
Use available code execution to check the worksheet arithmetic and show the reconciliation.
Fallback: Return a draft with unverified arithmetic clearly marked; do not claim checked totals.
- File Creation (Required)
Check the host can return an accessible worksheet or document file for review.
Fallback: Return the explicitly reduced chat draft and state that no downloadable file was delivered.
Setup is checked by your AI. A declared capability does not mean it is connected.
Setup & Sources
Uses your AI's web browser when available.
Capabilities: Web Browsing, Code Execution, File Creation
CFPB Automatic Payments: Public explanation of payment authorization, amount and timing. Do not generalize US rights to other countries. (Read)
Uses only relevant preferences in the places you approved. Saving still requires your yes each time.
Money & Wealth: Preferred currency, Planning preferences
Manage MemoryRequirements are declared by the creator. Your AI checks its own tools and connections before use.
About This Example
Synthetic units: a 12-per-month service plus a 120-per-year service equals a 22-per-month comparison amount. The actual yearly bill is still 120 on its due date.
Want To Run It Again?
Try it once first. A routine needs scheduling support in your AI and a time, time zone and destination you choose.
Arrive prepared for an adviser conversation
When you want a clear agenda and questions before speaking with a financial adviser.
The Finished Result
A downloadable meeting brief with the user's goals, open questions and a source-linked adviser review checklist.
Use This Skill In Your AI
What Your AI Needs
Without every tool: A chat meeting-brief draft without a delivered document or a live source check where unavailable.
- Web Browsing (Required)
Use the host browser to read this public reference. No private figures are sent to the site and no financial account is connected.
Fallback: Use a user-provided reference excerpt and label live guidance as not checked.
- File Creation (Required)
Check the host can return an accessible worksheet or document file for review.
Fallback: Return the explicitly reduced chat draft and state that no downloadable file was delivered.
Setup is checked by your AI. A declared capability does not mean it is connected.
Setup & Sources
Uses your AI's web browser when available.
Capabilities: Web Browsing, File Creation
FCAC Choosing An Advisor: Public questions about service scope, qualifications, compensation and conflicts. No adviser endorsement. (Read)
Uses only relevant preferences in the places you approved. Saving still requires your yes each time.
Money & Wealth: Planning goal, without account details, Planning preferences
Manage MemoryRequirements are declared by the creator. Your AI checks its own tools and connections before use.
About This Example
Synthetic brief: goal, plan for a home purchase; timing, undecided. Ask about services, total costs, how the adviser is paid and relevant qualifications. Answers remain unverified until checked.
Want To Run It Again?
Try it once first. A routine needs scheduling support in your AI and a time, time zone and destination you choose.
Apps It Can Use
Your AI needs its own connection and your permission. App names do not mean they are connected.
Tested with 4 tests the creator wrote. These check content retrieval and routing, not a completed task in your AI.
How to use it
- 1. Add Nerd to your AI.Steps for Claude and ChatGPT
https://i.asknerd.ai/mcp - 2. Then ask your AI:"Use @nerd/wealth-studio"
https://i.asknerd.ai/@nerd/wealth-studio