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Financial advising
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Shawn Cao🛠️ 3 tools 🙏 9 karmaFeb 22, 2024@Fina MoneyMost flexible financial tracking tool in the market! - support live connection (US/Canada) - support Google Spreadsheet attached transaction. - support multiple profiles / multiple categorization - document interface, like using Notion / AI to get insights. Great bundle! -
Receive daily AI portfolio updates over the phoneOpen - SponsorWispr Flow - Don’t type, just speak🎤 Dictation
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Ace interviews with AI-powered instant answersOpenthis tool can prevent you from blanking out during the interview under high pressure. good stuff. -
Took era for a spin and it's legit useful if you care about money stuff, cash flow, little nudges when spending drifts. The tips feel practical for trading and taxes and it keeps things tidy. It is a clean, steady money copilot. Nice one!!
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There isn't a way to upload an Excel file or copy/paste. what's the point if you have to re-enter everything?
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Adviser for finance business partnering, adding value through your work.Open -
Guiding financial strategy with data analysis and forecasting.Open -
Provides financial guidance through accurate accounting advisory.Open -
Advises on equity plans to enhance employee compensation.Open -
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Ensures compliance with financial regulations and mitigates risk.Open
