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Money & investing · X

Muse took over a 401(k): rebalanced it, cut the fees, built the dashboard

By @cubeqube · originally posted on X
Muse took over a 401(k): rebalanced it, cut the fees, built the dashboard

Got my Muse setup and so far
- it’s managed my 401k for me, rebalanced it, changed allocations to save me fees on some similar funds, put a dashboard together of all my financial accounts and transactions and set up budgets and recurring subscriptions as well as tracking my car’s value over time without me updating it based on mileage, etc.
- Managing and paying my electric and internet bill and tracking electricity usage and alerting me when I’m approaching the next tiers for kWh prices
- Built out a taste profile and picks food for me every week, fills a cart of food that gets ordered staying within caloric and cost budgets
- Created an HSA expense tracking app and managing my HSA expenses and receipts automatically from transactions and emails and paid a medical bill with a card I added
- looking for tax loss harvesting opportunities across my investment portfolios
- tracking games I play and built a taste profile for video games to recommend me new ones I would like as well as adding new PS Plus games automatically to my library and recommending me new ones
- Delivery/package tracker for real time updates/dashboard
- surfaces urgent/critical emails to me as they need attention
- created a travel log app with a 3d globe of places I want to visit that I can add a source URL too and builds a recommendation list of fun activities in the area and local spots, etc. to plan a full itinerary
- Sent an email to delete an old account I didn’t use anymore
- managing my dog’s vet appointments and prescriptions through the pharmacy, vaccine schedule, food delivery, etc.
- tracking my investment thesis and sending me news, anything that impacts my thesis for certain stocks, important announcements, etc
- monthly financial deep dives, recurring subscription alerts, upcoming payments alerts

All this and more and I am still within the limits of the free plan due to the recent reset! Also did all this only over the last few days lol

Good stuff!

Why it made the cut

Not a one-off answer: an ongoing money system — portfolio, budgets and subscriptions — maintained by the agent.

Read the original post on X →
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