Personal finance prompts
Budgets, investment research and expense reviews with an AI assistant.
What it is
A pack of prompts and agent skills tested on real work, with example outputs and notes on why each line is there.
How it works
- Download the pack (Markdown and Notion).
- Pick the prompt for your task.
- Replace the placeholders with your details.
- Paste it into ChatGPT, Claude or your agent.
What you get
- Markdown and Notion versions
- Example outputs
- Free updates
- Download link and license by email, VAT handled by Lemon Squeezy
Free skills and prompts for the same job
- Cold email that gets replies — Writes a short cold email built on real research about the prospect, with a low-effort ask and two follow-ups that each add something new.
- Customer persona from real data — Builds a persona from the reviews, interviews or tickets you paste, with quotes as evidence and 'unknown' instead of stereotypes.
- Critique an existing landing page — Reviews the copy of a live landing page or ad and returns the 5 problems that cost the most conversions, ranked, each with a rewrite.
Learning the basics first? Read the KuanAI blog or try the free AI tools.