Household financial summary
Runs a one-page financial summary like a family CFO would.
freehouseholdcfo+1
claudeOpen →
Finance & Money
Budgets, investment notes, expense audits, and personal CFO prompts.
12 prompts · 3 subcategories
Browse by role
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Investment memo pressure-test
Stress-tests an investment thesis like a sharp partner reading at 11pm.
freeinvestment-memovc+1
claudeOpen →
Subscription audit
Culls recurring charges by forcing a 'would I buy this again today' test.
freesubscriptionsaudit+1
claude · chatgptOpen →
Cash runway model
A simple runway model that tells you how many months you have and what kills it fastest.
freerunwaycfo+1
claude · chatgptOpen →
Investment thesis draft
Drafts an investment thesis that names the edge, not just the excitement.
freeinvestmentthesis+1
claude · chatgptOpen →
Debt payoff planner
A debt payoff plan that picks avalanche or snowball based on psychology, not just math.
freedebtpayoff+1
claude · chatgptOpen →
Year-end money review
Runs a personal-CFO year-end review that names patterns, not line items.
freepersonal-financereview+1
claude · chatgptOpen →
Deal diligence red-flag finder
Reads an investment memo and finds the red flags a hungry investor would rationalize away.
freediligenceinvesting+2
claude · chatgptOpen →
Savings sprint designer
Designs a 30-day savings sprint with specific levers, not vibes.
freesavingssprint+1
claude · chatgptOpen →
Tax prep readiness check
Runs a pre-filing readiness check so the return does not hold up a year's worth of decisions.
freetaxespersonal-finance+1
claude · chatgptOpen →
Portfolio rebalance memo
Writes the rebalance memo to yourself before you trade, so the move is reasoned, not reactive.
freeinvestingrebalance+2
claude · chatgptOpen →
Windfall allocator
Allocates a one-time windfall without letting recency bias steer it all into one account.
freewindfallbudgeting+1
claude · chatgptOpen →
Finance & Money prompts, curated for people who actually ship.
Budgets, investment notes, expense audits, and personal CFO prompts. Every finance & money prompt in this section is hand-picked. Not scraped, not AI-generated, not padded with filler. If it's here, someone's used it in real work and it earned its place.
We've organized 12 prompts across 3 roles: personal cfos, investors, budgeters. Drill into the role that matches what you're doing. The tone, constraints, and examples are tuned for that specific kind of work.
Every prompt works with Claude, ChatGPT and can be pasted straight in. No agents, no plugins, no setup. If a prompt here doesn't earn its place for you, skip it. That's the point of curation.
- Works with
- Claude·ChatGPT
- Popular tags
- free·household·cfo·budget·investment-memo·vc·thesis·subscriptions