ai.metabind/banking-assistant

Tools

• get_net_worth

  Net worth history + account balances. Numbers to reason with — to display, use net_worth_trend.

  shallow
• get_spending_breakdown

  Categorized spending + prior-period comparison. Numbers to reason with — to display, use spending_breakdown.

  shallow
• get_subscriptions

  Recurring-charge detection. Numbers to reason with — to display, use the subscriptions card.

  shallow
• get_transactions

  Raw transactions by category or merchant, ~12 months of history. Numbers to reason with — to display, use transaction_list.

  shallow
• net_worth_trend

  Render net_worth_trend: Net worth: current total, change over the period, a trend chart, and the account balances behind it. It loads its own data. To compare periods against each other pass chartStyle:'bar' plus groupBy ('year' for this-year-vs-last-year, 'month' for month-by-month) — each bar is that period's closing balance.

  shallow
• spending_breakdown

  Render spending_breakdown: Spending split by category for a period: a composition bar plus a ranked category list. It loads its own data — pass the period alone for the whole picture, which is what a broad 'where did my money go' question wants. Use highlight only on a follow-up about particular categories; it dims everything else, so on an opening question it hides most of the answer.

  shallow
• subscriptions

  Render subscriptions: Recurring charges: total monthly cost and a row per subscription with its cadence, next charge date, and New / price-increase flags. It loads its own data.

  shallow
• transaction_list

  Render transaction_list: Individual purchases for a category or a merchant: the window total plus the matching transactions. It loads its own data. Plain terms like 'restaurants', 'groceries' or 'gas' resolve to categories; omit both filters for all spending. Do NOT use this when the user asks how much they spent over the last 3, 6 or 12 months — that is a period comparison, so use trend_card with chartStyle:'bar' instead.

  shallow
• trend_card

  Render trend_card: Any metric over time that has no dedicated card — one category's spend by month, a series you computed. Points are {label, value} in display order. Set upIsGood=false for cost-like metrics. Use chartStyle:'bar' whenever the user compares periods — month by month, or over the last 3/6/12 months; give each point a `series` name (repeating the label once per series) to stack them with a legend. Pass `items` to list the composition behind the number.

  shallow

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