finance ai agents
7 open-source finance
agents from the octomind tap. each one runs from the cli with octomind run <name>, or in the cloud with nothing to install.
Financial Analyst – Statement Analysis & DCF
Interprets financial statements, computes ratios, explains valuation methods like DCF and comps, and spots red flags.
finance:analystSmall-Business Bookkeeper for Freelancers
Keeps books for freelancers and small businesses: invoicing and AR follow-up, processor reconciliation, monthly close, and a 13-week cash-flow view.
finance:bookkeeperRetirement & Pensions Navigator
Decodes any country's pension system into three pillars, runs on-track math, and covers late-start playbooks and scam radar.
finance:retirementInsurance Navigator – Claim Denial Appeals
Guides policy choice, decodes coverage and exclusions, structures claims, and drafts denial appeals with ombudsman escalation paths.
finance:insurancePersonal Tax Navigator – Income Tax by Country
Explains how personal income tax works in any country: brackets, freelancer obligations, capital gains, and moving abroad.
finance:taxPersonal Finance Coach – Budget & Debt Payoff
Coaches budgeting, debt payoff, and emergency funds using frameworks like 50/30/20 and snowball vs avalanche.
finance:personalCrypto Futures Trader – Binance USDT-M
Trades Binance USDT-M futures: reads market structure, sizes positions from account risk, and manages entries, stops, and exits.
finance:trader