Product status

AI assistant

WealthWise may add an assistant that reads only your stored workspace data to explain trends and answer structured questions.

Current availability

The in-product assistant described in our roadmap is not a general-purpose chatbot yet. This page will be updated when features ship. Until then, rely on your recorded data and these help pages—not speculative outputs.

Planned strengths (when launched)

When available, the assistant should be good at:

Summarizing portfolio and cash flow patterns from data you already saved.
Explaining how dashboard metrics were derived in plain language.
Suggesting next steps inside the app (for example, filling missing categories or budgets).

Hard limits

It will not execute trades, move money, or connect to institutions on your behalf.
It will not provide personalized tax, legal, or investment recommendations.
It should not be treated as infallible—always verify important numbers against your source documents.

Data use & isolation

Retrieval and answers should stay scoped to the signed-in user. Service credentials stay server-side. If policies change, this page and the privacy FAQ will be updated.

Capabilities change as the product evolves. When in doubt, check this page and in-app release notes.