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Private financial case builder

Make your financial question answerable.

Turn a money decision into a structured case and reusable prompt for ChatGPT, Claude, or Gemini—without sending your financial details to FinCase.AI.

Try the case builder See the full prompt structure
  • No account
  • Browser-local
  • Free at launch

Build your AI-ready case

Turn a financial question into an AI-ready case.

Answer a few questions. FinCase structures the situation, shows what is still missing, and prepares a prompt you can review before sharing.

Step 1 of 3

Start with the basics

Encrypted locally

Tell us what decision you are trying to make. Approximate values are fine and every field remains editable.

Use a rounded amount if that is easier.
This selects relevant questions; it does not predetermine the answer.

How it works

A better answer starts before you ask the AI.

FinCase turns an incomplete money question into a clear case, shows what is still missing, and gives you a prompt you can inspect and reuse.

Capture the five basics

Amount, timing, objective, emergency savings, and debt create the minimum useful financial context.

Expose limitations

FinCase separates known facts from important unknowns so the AI is less likely to invent a complete-looking situation.

Request a usable answer

The prompt specifies the analysis, scenarios, risks, assumptions, and output structure—not only the question.

Before and after

Every added section has a job.

A strong financial prompt does more than add a few facts. It defines the decision, protects against hidden assumptions, asks for the right analysis, and controls how the answer is presented.

Before

One vague sentence

1 element
“I have $75,000. What should I do with it?”
  • No time horizon or objective
  • No liquidity, debt, or safety-net context
  • No missing-information or assumption rules
  • No required analysis or output format

After

Complete decision-ready structure

8 sections
  1. 01

    Role and duty

    Added: guardrail

    Act as a cautious financial-planning assistant. Distinguish facts from assumptions and do not present the answer as individualized regulated advice.

  2. 02

    Case context

    Added: facts

    I have $75,000 USD in the United States and may need the money in about 18 months.

  3. 03

    Decision objective

    Added: goal

    My objective is to prepare for a home deposit while deciding what should remain liquid and what, if anything, can be used elsewhere.

  4. 04

    Safety net and debt

    Added: constraints

    I have four months of essential expenses in emergency savings and no high-interest debt.

  5. 05

    Unknowns and assumptions

    Added: honesty

    Do not invent my income, monthly cash flow, tax position, other assets, household obligations, or risk capacity. Ask up to five focused questions first when an unknown could materially change the answer; otherwise state the assumption.

  6. 06

    Decision scope

    Added: comparison

    Compare reasonable allocations across liquidity, planned spending, debt repayment, saving, and investing. Do not assume money needed for the deposit can tolerate a market loss.

  7. 07

    Required analysis

    Added: rigor

    Explain trade-offs and risks for liquidity, inflation, taxes, fees, volatility, and the time horizon. Test conservative, balanced, and growth-oriented scenarios rather than giving one unexplained answer.

  8. 08

    Output format

    Added: usable result

    Return: case summary; missing information ranked by impact; explicit assumptions; scenario comparison; trade-offs and risks; and a short next-action checklist.

Readiness, not false certainty

Know how much confidence the case can support.

FinCase does not pretend every question is complete. It makes limitations visible before an AI turns assumptions into confident-sounding advice.

Ready

The essential facts are present and the remaining gaps are unlikely to change the core comparison.

Ready with limitations

The AI can help, but important unknowns should be stated and tested through scenarios.

Not ready

A critical fact is missing, so FinCase explains what to add before generating a useful prompt.

Privacy by architecture

Your financial details stay in your browser.

The starter builder stores drafts locally using browser encryption. FinCase does not need an account or a server-side case database to structure your question.

When you copy or open a prompt in another AI service, that service’s own privacy and data-handling terms apply.

Read the privacy model →

Launch markets

Built around the financial context you actually use.

FinCase launches in English with country and currency context for five markets.

  • United StatesUSD
  • CanadaCAD
  • United KingdomGBP
  • SingaporeSGD
  • AustraliaAUD

Start with the facts that matter most.

Build a clear starting case in a few minutes. No account, no sales call, and no need to hand your financial details to FinCase.

Try the case builder