Amazing customizable options
Apps and features are great, it would be even better if we can cross link family option with inheritance and world wide assets
Recommend
Good for beginners for financial literacy
Add dollar conversion and make it more usable for US
Currently app doesn’t support automated dollar conversions or integration with ur US account which makes it more of a manual tracking for us
Fantastic upgrade at zero cost
The AI CFO is very interesting, a must check out
Great App with insights
If someone wants to do a quick reconciliation of their current portfolio, I would say this is a great tool for a quick analysis.
Although you can use multiple AI agents and underlying models, you would still need to manually define the reconciliation objectives and rules you want to compare against.
With this app, it does everything for you.
Just ask the question.
Although you can use multiple AI agents and underlying models, you would still need to manually define the reconciliation objectives and rules you want to compare against.
With this app, it does everything for you.
Just ask the question.
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