Question: Is there a financial management tool that allows me to set up recurring transfers and investments with conditional logic?

If you need a single app to manage your money, with the ability to set up recurring transfers and investments with conditional logic, Sequence is a top contender. It can link multiple financial accounts and let you set up your own automation with smart rules and IF this then that statements. It's very flexible, so you can set up transfers with specific criteria, like date, percentage or priority, and it's good for optimizing your financial flow and making decisions.

Another powerful option is Composer, an automated trading system that uses AI to execute trading strategies you define based on your goals and risk tolerance. It has a natural language-based editor for defining strategies, automates trading and rebalancing, and links to retirement accounts. With conditional logic and asset weighting, Composer is good for people who want to automate their investment process but also want to personalize and customize it.

If you want something more automated and AI-driven, check out Parthean. It automates financial actions like savings, investment and debt repayment. It shows real-time information, tracks spending and offers personalized financial planning. Parthean's security includes bank-level encryption and no data selling, so it's a good option for those who want to keep their financial affairs private.