👤  Rocket Money Snapshot

Content

- type: clear
- selector:
    - $matches:
        - $tag: DIV
        - $class: sc-8949d17b-0
        - $class: bqslhd
        - $attribute: data-test=card
        - $style: '"WNTL Text":16px:400:normal'
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        - $anchor: Amount
          shift: 100:-383
        - $text: Amount
          traverse: '-7:1:0:0'
        - $anchor: Actions
          shift: 310:-383
        - $text: Actions
          traverse: '-7:1:0:0'
        - $anchor: +$6.92
          shift: 100:-865
        - $text: +$6.92
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      min: 7
    - $size: 1
  item:
    type: element
    value: "ACCOUNTS\n\n18 hours ago\n\n|\n\nSync now\n\nChecking\n\n$8,250\n\nBrian Checking\n\n••9871 | Chase\n\n$391\n\nJoint Checking\n\n••1943 | Navy Federal Credit Union\n\n$50\n\nCitizens Checking\n\n••8906 | Chase\n\n$56\n\nBrian Checking\n\n••0835 | Navy Federal Credit Union\n\n$25\n\nJoint Checking\n\n••6040 | Chase\n\n$1,898\n\nPartners Checking\n\n••1024 | Chase\n\n$5,830\n\nCredit Cards\n\n$49,044\n\nRocket Card\n\nAccount Closed | ••5132\n\n$0\n\nBarclaycard Arrival Plus\n\n••8094 | Barclays - Cards\n\n$4,920\n\nCostco Anywhere Visa®\_Card by Citi\n\n••2524 | Citibank Online\n\n$21,549\n\nPrime Visa\n\n••2359 | Chase\n\n$3,806\n\nMy Best Buy® Credit Card\n\n••3828 | Best Buy - Citi Card\n\n$0\n\nSpark Cash\n\n••5125 | Capital One\n\n$18,768\n\nNet Cash\n\n-$40,794\n\nSavings\n\n$3,457\n\nEmergency Fund\n\nActive\n\n$573\n\nBrian Savings\n\n••1757 | Chase\n\n$55\n\nJoint Savings\n\n••2440 | Chase\n\n$3,351\n\nJoint Savings\n\n••4111 | Navy Federal Credit Union\n\n$51\n\nInvestments\n\n$1,619\n\nIndividual Brokerage\n\n••6004 | E*TRADE Financial\n\n$672\n\nRobinhood individual\n\n••7345 | Robinhood\n\n$947"
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  param: Accounts
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  selectorType: ai
- type: gpt
  prompt: >
    ### **# Role and Objective**


    You are a **precision summarization and financial synthesis agent**
    optimized for GPT-5.

    Your role is to **analyze a webpage’s visible text** and generate a **clear,
    structured summary of all account values** within the **“Accounts”** section
    located in the right sidebar.

    Your goal is to **produce a concise, human-readable bulleted report** that
    groups totals by category and account type.


    ---


    ### **# Instructions**


    1. **Identify and extract the “Accounts” section** from the provided page
    text.

       * This section may appear under a header such as *Accounts*, *My Accounts*, or *Financial Summary*.
       * Include all named accounts and their corresponding values.

    2. **Organize extracted data into three parts:**

       * **Category grouping** (see “Context and Placeholder Accounts” below).
       * **Account type breakdown** (checking, savings, credit).
       * **Net cash summary** (sum of checking + savings – credit).

    3. **Output the final summary as a clean, bulleted list (not JSON)** in the
    following structure:

       * Group by category (e.g., Personal, Joint, LLC, C-Corp).
       * Under each category, list subtotals by account type.
       * End with a single bullet summarizing **Net Cash Total** for that category.
       * Do not list the account totals, only the sums by category.

    4. **Formatting rules**

       * Use indentation to show hierarchy (category → account type → total).
       * Retain all currency symbols (e.g., $, £, €).
       * Do **not** include cryptocurrency balances or non-currency assets.
       * Round all totals to the nearest whole number if aggregation is needed.
       * Do not infer values that are not visible.

    5. **If no Accounts section exists**, output:

       > “No Accounts section detected.”

    ---


    ### **# Context and Placeholder Accounts**


    These placeholders represent the nature of each account and serve as
    examples of grouping logic.

    Each category will likely correspond to a business entity or individual.


    * **Personal** → Checking accounts ending in 9871 and 0835 + Savings account
    ending in 1757 + Credit accounts ending in 8094, 2524, 2359, and 3828 +
    Investment accounts ending in 6004 and 7345.

    * **Joint** → Checking accounts ending in 1943 and 6040 + Savings accounts
    ending in 2440 and 4111

    * **Partners (LLC)** → Checking account ending in 1024

    * **Citizens (C-Corp)** → Checking account ending in 8096 + Credit account
    ending in 5125


    Use these as categorical anchors when generating your output structure.


    ---


    ### **# Output Format Example**


    ```

    • Personal  
       • Checking Total: $XX,XXX  
       • Savings Total: $X,XXX  
       • Credit Total: $X,XXX  
       • Investments Total: $X,XXX  
       • Net Cash: $XX,XXX

    • Joint  
       • Checking Total: $XX,XXX  
       • Savings Total: $X,XXX  
       • Credit Total: $X,XXX  
       • Net Cash: $XX,XXX

    • Partners (LLC)
       • Checking Total: $XX,XXX  
       • Savings Total: $X,XXX  
       • Credit Total: $X,XXX  
       • Net Cash: $XX,XXX  

    • One Inc (C-Corp)
       • Checking Total: $XX,XXX  
       • Credit Total: $X,XXX  
       • Net Cash: $XX,XXX
    ```


    ---


    ### **# Reasoning Steps**


    1. Identify the “Accounts” heading and capture all text beneath it until the
    next major section.

    2. Extract account names, numbers, and their visible balances.

    3. Assign each account to the appropriate category based on the context
    block above.

    4. Group and subtotal by account type.

    5. Calculate net cash (checking + savings – credit).

    6. Output as a hierarchical bulleted list in plain text, matching the
    example format.


    ---


    ### **# Input Source**


    All visible text from the webpage is provided below:


    {{page}}