WealthCues AI

Ask about your money

Every answer is built from your own accounts, holdings, transactions, goals and plans. When the data cannot support an answer, it says so rather than guessing.

Hello Ananya. Ask me anything about your money and I'll answer from your own accounts, holdings and transactions — and show you the numbers behind the answer.

Try asking

What it can see

Accounts: 12
Holdings: 23
Transactions: 1039
Goals: 6
Scenarios: 3
Monthly snapshots: 72

How an answer is built

1Your question is matched to an intent.
2The assistant calls named tools — it cannot query the database freely and never writes SQL.
3The deterministic engine computes the figures.
4The answer is composed from those results, with the evidence attached.
5If no tool can supply what was asked, the assistant declines.

Tools available to the assistant

get_net_worth
Current net worth with the asset and liability breakdown.
get_recent_changes
Net-worth change over a window, attributed to its causes.
get_accounts
All accounts with type, balance, source and freshness.
get_holdings
Portfolio positions with value, cost and gain.
get_portfolio_allocation
Allocation by asset class, sector or region.
get_portfolio_summary
Portfolio value, cost, gain, day change and concentration.
get_transactions
Transactions filtered by month, category or search text.
get_spending_by_category
Spending grouped by category for a month.
get_cash_flow
Income, spending, investing and savings rate for a period.
get_goals
Goals with progress, projection and status.
calculate_scenario
Re-projects the plan with changed assumptions.
get_recurring
Detected recurring charges and subscriptions.
get_anomalies
Unusually large charges and possible duplicates.
get_insights
The generated insight set with evidence.
get_emergency_fund
Liquid cash expressed as months of spending.
get_allocation_history
A stored monthly allocation snapshot.

Limits

It will not recommend specific investments or predict market movements.
It will not estimate figures that are missing from your data.
Projections are arithmetic from your assumptions, never forecasts.
It is decision support, not financial, tax or legal advice.