What you can ask
The AI advisor connects to your real financial data. Everything it tells you is grounded in actual numbers from your accounts, transactions, and portfolio.Spending & budgets
- “How much did I spend on food last month?”
- “Compare my spending this month vs last month”
- “Which merchant do I spend the most at?”
- “Am I on track with my entertainment budget?”
- “Show me all transactions at Grab in March”
- “What are my recurring subscriptions?”
Portfolio & investments
- “What’s my portfolio worth right now?”
- “How is AAPL performing vs my cost basis?”
- “What’s my allocation across stocks vs crypto?”
- “Which holdings have the best return?”
- “Am I too concentrated in tech?”
Debt & credit cards
- “What’s outstanding on my HSBC card?”
- “When is my UOB card due?”
- “If I pay $500 extra per month, when will I clear my loan?”
- “What’s my total credit utilisation?”
Net worth & wealth
- “What’s my net worth today?”
- “What’s my savings rate this month?”
- “Break down my assets vs liabilities”
- “Score my financial health”
Market prices
- “What’s the current price of AAPL?”
- “How has Bitcoin performed over the last month?”
- “What’s the SGD to INR exchange rate?”
- “Compare MSFT vs GOOGL performance this year”
How it works
The loading indicator in the app shows exactly what’s happening: “Analyzing spending by category”, “Fetching live price”, “Computing net worth”.Specialist domains
| Domain | Handles |
|---|---|
| Cash Flow | Transactions, budgets, income, merchants, categories |
| Investment | Holdings, market prices, historical charts, P&L, allocation |
| Debt | Credit cards, loans, payoff simulation, social debts |
| Wealth | Net worth, savings rate, financial health score, account balances |
| Market | Live prices, forex, asset comparison |