MoneyPotential
How it works
MoneyPotential does not run the audit for you. It asks a branching questionnaire in your browser, builds a structured audit prompt locally, and you paste that prompt into an AI assistant you already use.
Optional deeper analysis requires an AI assistant you choose, such as ChatGPT, Claude, Gemini, or a local model.
The flow
Questionnaire answers stay on this device. The investigation happens in your AI conversation — where you control privacy and what you share next.
Choose depth
Minimal (free), Standard ($10), or Complete ($20)
More depth = more topics in your prompt
Answer in your browser
One question at a time — skip anything you will not share
Saved locally on this device
Get your audit prompt
Topics, official sources, and one task at a time
Assembled locally from your answers
Paste into your AI
ChatGPT, Claude, Gemini, or a local model
Optional: use an AI assistant you choose
The AI investigates
One question or lookup per turn — no invented findings
You control what you share next
What stays where
- On this device: questionnaire answers, resume progress, and prompt assembly (default local prompt builder).
- In your AI assistant: the audit conversation, follow-up questions, and any documents or details you choose to paste there.
- Not requested: bank logins, passwords, Social Security numbers, or full account numbers.
Three audit depths
Every mode produces a prompt. Depth changes how many topics and follow-ups are included. Compare pricing.
- Minimal Scan — FreeShort questionnaire and a focused prompt with up to five priority areas. Best first step.
- Standard Audit — $10Broader topic coverage across major financial domains that apply to your household.
- Complete Audit — $20Broadest prompt coverage — former states, employers, life events, and every applicable domain.