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GPT-4o 💼 Business Intermediate

Real Estate Investment Analysis Agent

Analyze a real estate investment opportunity with full financial modeling including cash flow, returns, financing scenarios, and risk assessment.

GPT-4o ⚡ Productivity Intermediate

Retirement Planning Agent

Build a comprehensive retirement plan with savings projections, Social Security optimization, withdrawal strategy, and gap analysis.

GPT-4o ⚡ Productivity Intermediate

Net Worth Tracking and Growth Agent

Build a comprehensive net worth dashboard, identify your highest-leverage growth levers, and set targets with a growth trajectory.

GPT-4o ⚡ Productivity Intermediate

Insurance Coverage Gap Analyzer

Audit your insurance coverage across all policy types to find dangerous gaps, overlaps, and optimization opportunities.

GPT-4o 💼 Business Intermediate

Financial Independence (FIRE) Planning Agent

Build a personalized FIRE plan with a target number, savings rate analysis, investment strategy, and detailed timeline to financial independence.

GPT-4o 💼 Business Intermediate

Freelancer and Self-Employed Tax Planning Agent

Build a complete tax management system for freelancers and self-employed individuals covering quarterly payments, deductions, and entity structure.

GPT-4o 💼 Business Advanced

High-Net-Worth Asset Allocation Strategy

Design a sophisticated multi-asset allocation strategy for high-net-worth portfolios with alternatives, tax efficiency, and estate planning integration.

GPT-4o 💼 Business Advanced

Business Valuation and Exit Planning Agent

Value your business using multiple methodologies, identify value drivers, and build a 3-year exit readiness plan.

GPT-4o 💼 Business Advanced

Alternative Investment Research Agent

Research and evaluate alternative investment opportunities — private equity, real assets, hedge funds, crypto, and collectibles — for portfolio inclusion.

GPT-4o 💼 Business Advanced

Three-Statement Financial Model Builder

Build a linked three-statement financial model (income statement, balance sheet, cash flow) with scenario analysis and key metrics dashboard.

GPT-4o 💼 Business Advanced

Startup Fundraising Financial Strategy

Build the financial narrative and data package for a fundraising round — including valuation, use of funds, financial projections, and investor FAQs.

GPT-4o ⚡ Productivity Advanced

Family Financial System Architect

Design a complete family financial operating system — shared accounts, decision frameworks, communication rhythms, and long-term wealth building architecture.

GPT-4o 📚 Education Basic

Personalized Study Plan Builder

Build a day-by-day study schedule for any exam, calibrated to your timeline, knowledge gaps, and daily availability.

GPT-4o 📚 Education Basic

Active Recall Flashcard Generator

Convert any set of notes or readings into a high-retention flashcard set using active recall principles.

GPT-4o 📚 Education Basic

Concept Explainer for Any Level

Get any topic explained clearly for your specific background — whether you are a beginner, a professional, or somewhere in between.

GPT-4o 📚 Education Intermediate

Seminar Discussion Prep Coach

Prepare talking points, discussion questions, and a defensible argument for any class seminar or Socratic discussion.

GPT-4o ⚡ Productivity Basic

Cornell Notes Transformer

Transform messy lecture notes into the structured Cornell format — with cue questions, organized content, and a summary.

GPT-4o ⚡ Productivity Intermediate

Spaced Repetition Study Scheduler

Build a science-backed review schedule for any list of topics, timed around an upcoming exam using spaced repetition intervals.