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WealthCheck Financial Planner icon

WealthCheck Financial Planner

by Layer 3 Labs

Open in ChatGPT

Overview

Get a complete snapshot of your financial health in seconds. WealthCheck analyzes your income, expenses, savings, and debt to calculate your net worth, savings rate, and monthly spending — then gives you a personalized action plan to improve. Whether you're budgeting for the first time or optimizing an existing plan, see exactly where your money goes and what to do next.

Tools

my-budget

ChatGPT
Use this tool to create and manage a personal budget. ALWAYS try to infer and pass a 'preset' parameter based on the user's age, life stage, or demographic (gen_z for 18-28/students, millennial for 29-43/professionals, family for 30-55 with kids/married, retiree for 60+/retired). Pass 'has_crypto' or 'has_stocks' if mentioned. Pass 'budget_description' with the user's full message. Pass any specific numbers the user provides (monthly_income, liquid_assets, etc.). If the user gives no details at all, call with NO arguments.

my-budget

ChatGPT
Use this tool to create and manage a personal budget. ALWAYS try to infer and pass a 'preset' parameter based on the user's age, life stage, or demographic (gen_z for 18-28/students, millennial for 29-43/professionals, family for 30-55 with kids/married, retiree for 60+/retired). Pass 'has_crypto' or 'has_stocks' if mentioned. Pass 'budget_description' with the user's full message. Pass any specific numbers the user provides (monthly_income, liquid_assets, etc.). If the user gives no details at all, call with NO arguments.

Capabilities

Interactive

Example Prompts

Click any prompt to copy it.

App Stats

2

Tools

2

Prompts

ChatGPT

Platforms

Category

Money Management

Works with

ChatGPT

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Data refreshed daily