For several years, I’ve done a deep dive into my own personal finances once a year. I think of it like an annual review with a financial planner. Except I don’t have a financial planner. I do the review myself. AI has become increasingly useful for helping me with this. A year or two ago, I’d write an intricate prompt that asked the LLM to role play as my financial planner doing an annual review, while I paste in details and answer questions. That general idea still works, but it’s become much faster and easier with modern LLMs and MCPs!...