Ask questions. Get explanations grounded in your data.
Ask what changed in spending, which recurring charges increased, why net worth changed or for a cash-flow summary.
Wealth Genie
AI Finance Assistant for Your Connected Financial Data
Ask plain-English questions about spending, cash flow, net worth, recurring expenses and account activity - based on the financial data WealthNX already displays.
Information and explanations only. WealthNX does not provide personalized financial advice, trading signals, investment recommendations or transaction execution.
What Wealth Genie can do
Wealth Genie summarizes connected financial data, explains categories and changes, helps you navigate dashboard information and turns account activity into plain-language explanations.
What Wealth Genie does not do
It does not make financial decisions for you, recommend securities, provide buy or sell signals, place trades, move money or guarantee outcomes.
Financial Data Assistant
Use assistant labels that describe the job clearly: Spending & Cash Flow Assistant, Dashboard Builder, Financial Data Assistant and Market Data Assistant.
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AI assistant for every part of your financial life
Connect accounts, track net worth, and ask specialized AI assistant about spending, stocks, crypto, and planning.