Personal Finance · News · 🇺🇸 United States · via agentusecases.ai
Analyst asks an agent to find forgotten money in their name
Nick Grous, from ARK Invest, received a list of unclaimed funds and got help with the paperwork.
- Profession
- Investment Analyst
- Tools
- Meta Muse
- Source
- colombiaone.com ↗
- Country
- 🇺🇸 United States
- Found via
- agentusecases.ai (Alex Finn) ↗
- Report date
- September 29, 2026
- Verified on
- October 25, 2026

What they did
He asked Meta's agent to search the internet for money that might be his. The agent came back with a list of unclaimed assets and funds in his name and filled out most of the forms. He submitted them himself.
How it went
The article records the findings; the amount is not detailed.
Good to know
In Brazil, the Central Bank runs the Sistema de Valores a Receber (SVR, Money Owed to You System); only use the official site, as there are many scams.
The prompt
Explain to me, step by step, how to check whether I have money owed to me in [country] (banks, buying consortiums, taxes, inheritances). List the official websites, what I need to have on hand, and the most common scams to avoid.
Replace what is in [brackets]. Prompt written by us from the account, not a literal copy of the source. Do not paste other people’s personal data (privacy laws such as LGPD and GDPR apply).
Summary in our own words. Results as stated in the original account; we have not tested or audited them. Read the source ↗ Case found via agentusecases.ai (Alex Finn); text and prompt rewritten by us. Found a mistake?
Similar cases
01Income statement for each rental property
The agent logs into the management software and builds the profit and loss for each property.
02Finding a forgotten charge and getting a refund
The agent reviewed 12 months of receipts, found an idle database and kept pushing until the company issued a refund.
03Frenchman finally cancels seven subscriptions he had been putting off
The agent didn't just make a list: it canceled and closed the accounts for seven services.
04Forgotten money at old addresses in two countries
A user gave the agent a list of places they had lived; it found an extra US$ 500 plus funds in the US.
05Agent cleans up the finances and finds errors in the tax return
The bot downloaded hundreds of statements, compared the tax return with the IRS records and found duplicate charges.
06Canceling a subscription and requesting a refund in chat
The agent canceled the subscription, opened a support chat and got the refund.
07A portfolio plan built from brokerage exports
Matt Stockton gave Claude the CSVs and a prompt with goals, then said: "ask me all the questions".
08Freelancer in Germany files overdue VAT returns
Claude organized invoices and receipts by quarter and filled in the forms on the German tax portal.