How do I export my Robinhood trade history?

In Robinhood, go to Account → Documents → Tax Documents or Statements. Download your transaction history CSV. Then upload it to our free parser to see your P&L and win rate.

Is this Robinhood CSV parser really free?

Yes, 100% free with no email required. Your data is processed entirely in your browser and never uploaded to any server. Just drop your file and get instant results.

Does this parser calculate options P&L from Robinhood?

Yes. Our parser intelligently matches options trades using FIFO accounting and calculates realized P&L for both stocks and options including multi-leg strategies.

Can I use this for Robinhood tax reporting?

This tool helps you organize and understand your trades, but it is not a tax reporting tool. Always verify against your official 1099 from Robinhood for tax filing.

What can I track in Violet Codex?

Violet Codex tracks your entire financial life in one dashboard, including bank accounts, investments, crypto, real estate, debts, and goals, giving you a complete net worth picture.

Can Violet Codex help me rebalance my investment portfolio?

Yes. Violet Codex includes an intelligent rebalancing engine that shows exactly what to buy or sell to reach your target allocation.

Can I analyze my finances with AI using Violet Codex?

Yes. Violet Codex has a one-click 'Export for AI' feature that formats your financial data perfectly for ChatGPT, Claude, or any AI assistant.

How do I get my data into Violet Codex?

You can import data via PDF statement parsing, universal CSV import, or specialized importers for platforms like Robinhood. Manual entry and bulk add tools are also available.

Is my data really private?

Yes. Violet Codex stores all data locally on your computer using encrypted SQLite. We have no servers, no accounts, and no way to access your data.

Is there a mobile app?

Not right now. Violet Codex is designed to live on a trusted home or work computer where serious financial planning happens.

Is this a subscription?

No. One payment gives you lifetime access to the software, including all future updates and feature releases.

Free AI Finance Prompt Library — 43 ChatGPT Prompts for Money

43 expert-crafted AI prompts for using ChatGPT, Claude, Gemini, or any language model to improve your finances. Copy, paste, fill in your numbers, and get a personalized answer in seconds. Free — no sign-up, no account, no email required.

AI finance advice fails for one reason: generic prompts produce generic output. "What should I do with my money?" returns a Wikipedia article. "I'm 29, earning $82,000 in HCOL, with $18,400 in credit card debt at 24.9% APR and a $600 monthly minimum, and I want to be debt-free in 18 months — build me a payoff plan and show me the math" returns an actual plan. These prompts are designed around that difference.

Prompt categories

Budgeting & cash flow — Build a zero-based budget from your paycheck, find $200+ in monthly cuts without pain, analyze a year of spending for leaks, rebalance categories that are chronically over or under
Debt payoff — Avalanche versus snowball comparison with your actual APRs and balances, negotiation scripts for lowering card APR, payoff timelines with scenarios, when to consolidate and when not to
Investing — Portfolio review for over-concentration, rebalancing calculations with exact buy/sell amounts, asset allocation by age and risk tolerance, target-date fund analysis, expense ratio audit
Financial independence (FIRE) — Savings rate calculation, "when can I retire" projections with your numbers, safe withdrawal rate analysis, Coast FIRE math, Barista FIRE viability
Retirement accounts — Roth versus Traditional analysis with your tax bracket, backdoor Roth mechanics, mega-backdoor Roth eligibility check, 401(k) match optimization, HSA triple-tax-advantage strategy
Big decisions — Buy versus rent math for your actual city, pay off mortgage versus invest, take the new job or stay, lease versus buy a car, is this subscription worth it
Psychology & behavior — Identify your money scripts, unpack financial anxiety, rebuild habits after a spending blowout, have the money conversation with a partner, detach self-worth from net worth

How to use these prompts (step by step)

Pick the prompt that matches your question. Each one targets a specific decision — not "help me with money" but "should I pay off my car loan or invest the cash."
Copy the prompt in full. Including the framing — the framing is what makes the output good.
Fill in the bracketed variables with your actual numbers. Income, balances, APRs, timelines. The more specific, the better the answer.
Paste into any capable AI — ChatGPT (free tier is fine), Claude, Gemini, Grok, or a local model. All of them handle these prompts.
Review critically. AI is a smart research assistant, not an advisor. If the answer mentions specific funds or products, cross-check. If the math looks off, ask it to show the steps.

What makes a good finance prompt

Three things: specificity, constraints, and output format. Specificity means exact numbers instead of vague descriptions. Constraints mean telling the AI what matters to you (low risk, short timeline, prefers simplicity). Output format means asking for the answer in a shape you can actually use — a table, a payoff schedule, three ranked options, a script you can read out loud.

Privacy considerations

These prompts ask you to share financial numbers with an AI. Your ChatGPT or Claude account may retain those conversations depending on your settings. If you're worried about that, two options: use a local model (Ollama + Llama 3, for example, runs entirely on your machine), or paraphrase — round numbers, fuzz the timeline, change obvious identifiers. The advice degrades a little, but nothing leaves your control.

For the most private workflow, Violet Codex includes an "Export for AI" feature that packages an anonymized snapshot of your finances into a prompt-ready document — you review and redact before sharing, and the data only leaves your machine when you choose to copy it.

Example prompts (preview)

Debt payoff avalanche: "I have the following debts — [list each with balance, APR, and minimum payment]. My after-tax monthly income is [X] and my required monthly expenses are [Y], leaving [X-Y] for debt payoff above minimums. Build me an avalanche payoff plan showing month-by-month balances, total interest paid, and the payoff date. Then show me what changes if I can put an extra $200/month toward debt."

Asset allocation review: "I'm [age], retiring in roughly [N] years. My current portfolio is [list holdings with dollar amounts]. Total: $[X]. My risk tolerance is [low/medium/high] — I [would/would not] panic-sell in a 30% drawdown. Review this portfolio for: 1) over-concentration in any single asset, 2) appropriate stock/bond mix for my timeline, 3) redundancy across funds. Recommend specific changes with exact dollar amounts."

Should I pay off the mortgage: "I have a mortgage balance of $[X] at [Y]% interest, [Z] years remaining. I also have $[A] in a taxable brokerage earning roughly 7% annually. I'm in the [bracket]% marginal tax bracket. Run the math on paying off the mortgage with brokerage funds versus keeping it invested — including tax implications, the mortgage interest deduction if I itemize, and the psychological value of a paid-off house. Recommend with reasoning."

Frequently asked questions

Which AI is best for these prompts?: All of the major models (ChatGPT-4o, Claude, Gemini) handle them well. For heavy math, Claude tends to show work more reliably. For rapid iteration on many scenarios, ChatGPT is fast. For local/private use, Llama 3 or Mistral via Ollama works fine — the answers are a touch less polished but the privacy is absolute.
Can AI replace a financial advisor?: For most people with relatively normal finances, AI can do the work a $200/hour advisor would do — and does it in minutes instead of weeks. For complex situations (business owners, high net worth, estate planning, tax optimization across multiple entities), a real CPA or CFP is still worth every penny.
Do I need the paid version of ChatGPT?: No. The free tier of ChatGPT handles these prompts fine. The paid version gets you longer conversations, faster responses, and the latest model — nice, but not required.
Can I modify the prompts?: Absolutely. Every prompt is a starting point. Remove constraints that don't apply, add ones that do, change the output format, add follow-up questions. The prompts are a skeleton — your situation is the muscle.
Is this tool actually free?: Yes. No account, no email, no paywall. If you find it useful and want the offline-first desktop finance dashboard that includes an AI-export feature, that's Violet Codex — $67 once, no subscription.

Related resources: Financial Health Score Quiz, Income Planner, and the Big Money Ideas guides for the strategy behind the prompts.