Not a professional financial advisor — awareness only, based on existing data. Not investment advice.
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AI engineShipped 23 September 2026

AI advisor, grounded in your numbers

Ask in plain words. The advisor answers with your leftover, your goals and your mix already in context — advice only, never an order.

Every answer starts from the same deterministic leftover-split engine used for everyone, then the language model explains it. The numbers never come from the model's imagination.

// What it does

  • Knows your plan, goals and holdings
  • Deterministic maths, AI explanation
  • Saved conversations you can revisit

// How to use it

  1. 01

    Open Apps → Advisor

  2. 02

    Ask “Where should this month’s leftover go?”

  3. 03

    Follow up — it remembers the thread

AI advisor, grounded in your numbers
Real screen · WealthOS app

// More updates