Tactics
Optimizes financial strategies across accounts and rewards.
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- Session ReflectionConduct a two-question session-end reflection to catch blind spots and under-investigated.
- Socratic MethodRefine vague, complex, or high-stakes prompts through Socratic dialogue — surfaces hidden.
- Standards ReviewWalks you through a standards document one standard at a time for your verdict.
- State Fee LookupLook up reviewed tax rates, doc-fee limits, title fees, registration rules and trade.
- Trade In ValuatorValues a buyer's trade-in and handles tax credit and lien payoff.
- Vault CaptureSaves important insights and decisions to persistent memory for future sessions.
- Vault ConsolidatePropose or apply consolidation of episodic memories into semantic ones.
- Weekly ReportGenerates a weekly personal finance report with spending summary.