Welcome to our Help Center! Find fast answers below regarding the AI’s profit-maximizing capabilities, account security, pricing, and our financial education program. If you can’t find what you need, please contact our support team!
Trust and Security
Can this app withdraw money from my accounts?
No the app only has access to your data in read only mode. The account owner is the only person who can initiate transactions or trades with the linked accounts.
How is this data kept separate from the AI’s learning process?
We use a process called anonymization and aggregation. Your personal identity and any signifying markers are stripped from the data of the account and only that data is sent through the AI’s models. The Ai then is able to pick up on any financial patterns and trends while identifying information is kept confidential.
AI and Functionality
Is the AI a substitute for a human financial advisor?
To put it simply, No. Our AI provides data driven insights and personalized recommendations to empower self-directed finance. However, it is not a fiduciary and cannot provide personalized tax, legal, or wealth management advice. Always consult a qualified professional before making major financial decisions.
Account and Education
How much does the app cost?
We offer a free basic tier that includes limited tracking and educational content. Our Premium tier offers full access to all of the financial tracking functions and risk modeling our AI can offer, as well as the entire library of educational resources, all for a subscription fee of $14.99 a month. Please head to our description of services page to see price breakdown for monthly versus annual descriptions.
How do I link my bank and investment accounts?
Through our third-party integration partner (Plaid). This is a fast and encrypted process where you enter your credentials on the partner’s secure, bank authorized platform and the authorization is approved on our app. We never see or store your bank's login information.
