The differentiator between this and a chatbot slapped on a finance app is that you can do anything agents are currently capable of doing: perform custom calculations (since the agent has access to a Python env, it can write code and run it itself), create personalised data visualisations, run simulations on your spending patterns, and more.

The project contains a small CLI tool to access Yahoo Finance data, and markdown files to guide its behaviour. You run a coding harness (Claude Code, Codex, etc.) in the project directory so that it can access the CLI and perform file read/write ops to remember your data.

The agent collects your data and preferences at the start (stored locally), and then you can do whatever you want from there.

Github Repo: https://github.com/junnjiee/finance-agent