See the bigger picture
Find my financial starting point
A fresh pair of eyes on your money, with three things worth your attention.
Try this with your agent- What your agent needs
- Your connected accounts and recent transactions.
- What you get back
- Three priorities, the evidence behind each, and a practical next step.
- When to use it
- A focused review when this question comes up.
Try it with your finances
Copy the prompt into your AI agent to get started. It uses your Candor records and asks for any missing context.
New to Candor? Connect your agent first.
Take a first pass through my finances in Candor. Look at my cash flow, balances, recurring payments, and any existing goals or decisions. Tell me the three things most worth my attention, why each matters, and what we could do next. Separate what you can establish from what you still need to ask me. Keep it focused.
Nothing runs until you send the prompt to your agent.
Start with the accounts you can actually see
Updated
A first review is most useful when it establishes the shape of your finances before proposing changes. Candor brings connected and imported records into one workspace. Your agent should begin by naming the accounts, dates, and missing coverage behind its assessment. A recent balance without transaction history tells a different story from several complete months.
Check the answer
- Ask which income, spending, debts, and savings are represented. Mention important accounts or obligations that are missing.
- For each priority, ask for the supporting records and what additional fact could change the conclusion. A large balance or unusual charge alone is not a recommendation.
Choose a next step
Choose one priority to investigate next. Your agent can leave a note with the context in Candor, then use a budget, bills, or debt review to work through the details with you.