Disclosures

WealthCues is an information and decision-support product. It aggregates financial information you provide or connect, performs calculations on it, and explains the results in plain language.

Nothing in WealthCues constitutes financial, investment, tax, accounting or legal advice, and nothing in it should be treated as a recommendation to buy, sell or hold any security, fund or other financial product. Decisions about your money remain yours, and for anything consequential you should consult a qualified professional who knows your full circumstances.

WealthCues does not hold your money, execute trades, move funds between accounts, or act as a custodian. It reads and organises financial information; it does not transact.

Measured figures come directly from an account balance, a holding or a transaction. They are as accurate as the source that supplied them and as current as the last update, which is always shown.

Calculations are deterministic arithmetic over measured figures — net worth, allocation, savings rate, goal progress. Their method is stated wherever they appear.

AI-generated explanations describe calculated results in plain language. They are grounded in computed figures and never introduce numbers of their own, but the wording is generated and should be read as interpretation.

Assumptions are values you entered — expected returns, inflation, retirement age, property valuations. Any figure that depends on an assumption is labelled as a projection or an estimate.

Scenario and goal projections compound your inputs at the rates you supply. They produce a smooth path, which real markets never do. They are planning aids for comparing choices, not predictions of what will happen, and WealthCues makes no claim about future investment returns.

The demo uses a fictional household. Balances, holdings, prices, transactions and institutions are illustrative and do not represent any real person, account or market data. Instrument names appear so the demo reads naturally; the prices attached to them are fixed, invented values.

WealthCues can only reason about the data it has. Accounts you have not added, balances that are out of date, and transactions that never reached it will not appear in any figure or insight. Where an account has not updated recently, WealthCues flags it rather than quietly including a stale number.