High Priority
Deploy /financial-agents.txt Protocol
Establish a machine-readable summary of your entire personal finance site hierarchy specifically for AI financial assistants and LLM crawlers.
Create a text file at /financial-agents.txt with a brief introduction to your financial expertise and content focus (e.g., retirement planning, investment strategies, tax optimization).
Include markdown-style links to your most important financial planning guides, calculators, and expert analysis pages.
Add a 'FAQ' section within the file to directly answer common queries AI agents might have about your financial data's scope and accuracy (e.g., 'What is your methodology for investment recommendations?').
Configure your Personal finance crawler protocols effortlessly.
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High Priority
AI Assistant Selective Indexing
Fine-tune which sections of your personal finance website should be ingested and prioritized by AI assistants like ChatGPT, Gemini, or specialized financial bots.
Implement user-agent directives: e.g., 'User-agent: *\nAllow: /investment-strategies/\nAllow: /retirement-planning/\nDisallow: /disclaimer/\nDisallow: /sponsored-content/'
Verify your crawler permissions and access for specific AI agents using available testing tools or by simulating their requests.
Monitor crawl frequency and hit rates in your server logs to ensure AI agents are accessing your core financial planning content and not low-value pages.
Medium Priority
Semantic HTML for Financial Knowledge Graphs
Utilize semantic HTML5 landmarks and schema markup to help AI crawlers and financial knowledge graphs accurately understand the structure and relationships within your financial content.
Wrap core financial advice articles within `<article>` tags to denote primary content.
Use `<section>` tags with descriptive `aria-label` attributes for distinct financial topics (e.g., 'aria-label="Stock Market Analysis"', 'aria-label="Mortgage Rate Trends"').
Ensure all financial data tables (e.g., historical stock performance, loan amortization schedules) use proper `<thead>`, `<tbody>`, and `<th>` tags for precise data extraction.
High Priority
RAG-Friendly Financial Snippet Optimization
Structure your financial explanations and data points so they can be easily segmented and utilized by Retrieval Augmented Generation (RAG) pipelines for accurate AI-driven financial advice.
Keep logically connected financial concepts and calculations within distinct content blocks, ideally under 500 words per segment.
Avoid ambiguous references; explicitly state the financial instrument, metric, or concept being discussed in each section summary (e.g., 'This section details the impact of Roth IRA contributions on tax liabilities').
Eliminate vague pronoun usage. Replace 'it' or 'they' with specific terms like 'the S&P 500 index', 'your 401(k) match', or 'capital gains tax'.
