AI that builds your wealth. The easy way.
- free
- 2 minutes
- no credit card
Reviews from investors like you.
had a plan in 2 minutes
A few questions, a real plan. Mine, clear, doable. That fast.
free AND it beats my ETF
Assumed free meant junk. The picks beat my ETF three months running. Not going back.
a finance guy in my pocket
Tells me what to do with my money. Free. Never sells me anything. That's the whole app.
picks and a plan, ten minutes
Told it what I own. Got what to keep, what to drop, where to grow. Two picks with the reasoning. Ten minutes.
every pick tells you why
Not just BUY. The score and the reason behind it. Finally know why I own what I own.
knew nothing, now I get it
First time investing. A few messages and I actually understand my money. No jargon, no lecture.
picks that actually move
My old holdings sat flat for years. The picks here don't. Enough said.
the free part is real
Kept waiting for the catch. There isn't one. Whole plan, free. Checked twice.
told me to do nothing
Two of my holdings were fine, so it said keep them. No pushing me to trade. Rare and refreshing.
Some picks from this portfolio
over 5 years.
6 picks shown · backed by real historical price data
Nov 2022
Nov 2022
Oct 2022
Jul 2022
Oct 2022
Nov 2022
Past performance does not predict future results. Donnie Top Portfolio = a reference allocation derived from our algorithm. Your tailor-made portfolio in chat may differ.
Yes for the core — your AI CFO, your wealth plan, your portfolio tracking. Free forever, no credit card, no time limit. Premium picks with detailed reasoning are an optional upgrade if you want to go further — the whole planner runs at $0.
No. Our AI explains everything in plain language, without jargon. You describe what you own (or what you want to invest), and we walk you through it. Beginners are welcome, and so are finance graduates.
Yes. We don't execute trades — we surface signals, you decide where to buy. It works with Trade Republic, Degiro, Boursorama, Saxo, IBKR, your bank's PEA, your 401(k) and others. We provide the signals and the suggested allocation; you place the orders on the platform you already use.
Our AI scans the market every day, but picks usually stay stable for weeks to months. This is not a day-trading signal service. When something meaningful shifts — a stock loses its top fund backing — we tell you in chat. No spam, no urgency notifications.
Yes. We don't sell your data, we don't track you across the web, and we don't share it with advertisers. The portfolio information you share in chat stays in your account — encrypted at rest, never reused for marketing. GDPR compliant by default.
We don't invent picks. Every signal is grounded in real data — top funds' aggregated holdings, market patterns, public SEC filings — and explained in plain language. Nothing is generic: your portfolio is built from what you already own, your risk profile, and the goals you share with the AI in chat. You can test it: scan a ticker you already know and read the reasoning. If the logic doesn't convince you, skip it.
Much more than a one-off answer. Once your plan is set, it runs your whole money picture: a projection of where you'll actually land (your current path vs an optimized one), a ranked action plan for what to buy, hold or rebalance next, daily tracking of everything you own, live news on your holdings, and picks matched to your goals. You can ask it anything, at any time.
Never. We don't touch your money, hold your funds, or place trades for you. No account access, no custody. We build the plan and surface the picks; you place the orders yourself on the broker or bank you already use. Your money stays exactly where it is.
The planner, your AI, and daily tracking are free for good. The premium tier is the market-beating engine — the model that follows where the sharpest funds put their money and has averaged around +16% a year over the last 5 years. It is entirely optional: the free planner runs whether or not you ever upgrade.
That is a common case. Tell the AI what you hold and it says what's worth keeping, what's holding you back, and where to add. Many people keep their index core and layer our picks on top. There is no need to start over.