Financial Advisor
Turns one local finance folder into a source-grounded advisor packet that combines statement, tax-form OCR, tax, cash-flow, and portfolio evidence before any human-approved downstream action.
- For
- Individuals, households, freelancers, financial coaches, tax preparers, and advisors reviewing personal finance folders.
- Output
- Review-only financial_advisor_report with bank statement extraction, tax-form OCR capture, household finance summary, draft tax review packet, portfolio risk review, public guidance sources, and Markdown report output.
$ mn blueprint run financial_advisor