What can the AI assistant do?

It can answer questions about your net worth, spending patterns, investment performance, account balances, and more. It has access to your full financial data and responds in plain language.

What data does the AI have access to?

Only data you explicitly ask about. The AI queries your accounts, transactions, and portfolio in real time to answer each question. It does not have persistent access outside of your conversation.

Can the AI make changes to my accounts?

For now, the AI assistant is strictly read-only. It can analyze and report on your data, but it cannot create, edit, or delete any records. We are considering this possibility in the future.

Which languages does the assistant support?

The assistant works in Portuguese and English. You can ask questions in either language and switch freely within the same conversation.

How many questions can I ask per month?

Every plan includes a monthly credit allowance. The free plan has a generous limit for casual use. Plus plans include more credits for intensive analysis.

AI assistant

Ask. Discover. Decide.

An AI assistant that knows your net worth, analyzes your spending, and answers any question about your finances. In plain language, like a conversation.

Olá, sou o seu assistente inteligente. Como posso ajudar?

As respostas são geradas automaticamente.

Qual é o meu património?

Mostra as minhas posições

Analisa os meus gastos

Escreva uma mensagem...

Natural language

Type like you talk. The AI gets it.

No menus, no filters, no reports to decipher. Ask 'What's my net worth?', 'How much did I spend on dining this month?', or 'How's my portfolio doing this year?' and get a clear answer.

Natural language questions about your financial data
Conversation history with auto-generated titles
Context-aware follow-up questions

Despesas de março

Quanto gastei em restaurantes este mês?

Obtido: análise de despesas

Gastou 234,50 € em restaurantes, em 12 transações.

Maiores gastos:

• Tasca do Chico: 89,00 €

• Pizza Hut: 67,50 €

• Pans & Company: 45,00 €

Comparado com o mês anterior?

−18% face a fevereiro (285,80 €). A redução foi sobretudo nos almoços.

Escreva uma mensagem...

Full context

Knows every account inside out

The assistant has direct access to your holdings, transactions, and bank accounts. It cross-references multiple data sources to give answers no report can.

Access to your complete portfolio and accounts
Detailed spending and income analysis
Automatic cross-referencing across accounts, transactions, and investments

Histórico

Património totalagora

Gastos restaurantes2 h

Desempenho IWDA1 dia

Comparação mensal3 dias

Património total

Obtido: portfólio

Obtido: contas

Obtido: passivos

O seu património total é 54 737 €:

• Contas: 16 868 € (31%)

• Carteira: 12 629 € (23%)

• PPR/Certificados: 25 240 € (46%)

Os passivos (159 580 €) representam 73,8% dos ativos.

Available on every plan

The same AI for everyone

Every user gets the same assistant, with the same tools and full access to their data. Plus plans come with more monthly credits for heavier usage.

Same tools and capabilities on any plan
Full access to portfolio and accounts
Plus: more monthly credits for intensive use

A mesma inteligência

Gratuito

Portfólio e contas

Transações

Passivos

Plus

Portfólio e contas

Transações

Passivos

Mais capacidade

FAQ

Your finances, finally organized

See your net worth, track investments, and manage loans. All in one place.

AI assistant

Ask. Discover. Decide.

An AI assistant that knows your net worth, analyzes your spending, and answers any question about your finances. In plain language, like a conversation.

Olá, sou o seu assistente inteligente. Como posso ajudar?

As respostas são geradas automaticamente.

Qual é o meu património?

Mostra as minhas posições

Analisa os meus gastos

Escreva uma mensagem...

Natural language

Type like you talk. The AI gets it.

No menus, no filters, no reports to decipher. Ask 'What's my net worth?', 'How much did I spend on dining this month?', or 'How's my portfolio doing this year?' and get a clear answer.

Natural language questions about your financial data
Conversation history with auto-generated titles
Context-aware follow-up questions

Despesas de março

Quanto gastei em restaurantes este mês?

Obtido: análise de despesas

Gastou 234,50 € em restaurantes, em 12 transações.

Maiores gastos:

• Tasca do Chico: 89,00 €

• Pizza Hut: 67,50 €

• Pans & Company: 45,00 €

Comparado com o mês anterior?

−18% face a fevereiro (285,80 €). A redução foi sobretudo nos almoços.

Escreva uma mensagem...

Full context

Knows every account inside out

The assistant has direct access to your holdings, transactions, and bank accounts. It cross-references multiple data sources to give answers no report can.

Access to your complete portfolio and accounts
Detailed spending and income analysis
Automatic cross-referencing across accounts, transactions, and investments

Histórico

Património totalagora

Gastos restaurantes2 h

Desempenho IWDA1 dia

Comparação mensal3 dias

Património total

Obtido: portfólio

Obtido: contas

Obtido: passivos

O seu património total é 54 737 €:

• Contas: 16 868 € (31%)

• Carteira: 12 629 € (23%)

• PPR/Certificados: 25 240 € (46%)

Os passivos (159 580 €) representam 73,8% dos ativos.

Available on every plan

The same AI for everyone

Every user gets the same assistant, with the same tools and full access to their data. Plus plans come with more monthly credits for heavier usage.

Same tools and capabilities on any plan
Full access to portfolio and accounts
Plus: more monthly credits for intensive use

A mesma inteligência

Gratuito

Portfólio e contas

Transações

Passivos

Plus

Portfólio e contas

Transações

Passivos

Mais capacidade

FAQ

Your finances, finally organized

See your net worth, track investments, and manage loans. All in one place.