A household planner pulls seven accounts into one five minute monthly check

He and his wife hold pensions, SIPPs, property, mortgages and ISAs across seven or more places. He built a planner that aggregates and prices all of it, projects future values, and sends push alerts with rebalance signals when goals are met. The monthly Excel update he used to do by hand is now a five minute browse.

How it works

Assets entered across all accounts
Planner prices and aggregates them
Projections run at three return levels
Alerts fire when goals are met or rebalancing is due
He reviews in five minutes monthly

Why it’s worth knowing

It holds the whole household picture, UK pensions and all, and turned a monthly spreadsheet chore into a glance.

Where it’s from

Summarized from a public post on reddit.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be

2The prompt, with the steps

3The check when it’s done

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Every idea is a real post from someone who tried it, summarized in our words, with a link to the original. App names are swapped for plain words.