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Home / Categories / Work & Ops / Personal CFO

~ Peter O'Connell

Work & Ops

Personal CFO

A read-only personal CFO that links your accounts through Plaid and keeps your net worth, allocation, cash flow, debts and alerts current, with a live dashboard. It talks at your level and never moves money or trades.

Work & Ops Public template

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Routines

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4

Connectors

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5

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