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, all of them. Wherever you are, whatever broker or bank you use: we never connect to it, so nothing depends on it. No account to link, no permission to grant. We show you what the best funds are doing; you place your orders where you already are.
Our data refreshes every day. After that the pace is not ours, it is the funds': some buy and sell every week, others hold their positions for months. You see their moves as they come. This is not a day-trading service.
Yes. Your data is yours: we don't sell it, we don't trade it, we don't hand it to advertisers. What you share about your wealth and your portfolio stays in your account, and is only used to answer you.
We invent nothing — not a pick, not a fund position. We go to the source for the data, cross-check it, and put it in front of you, so you can copy the best funds in the world. You see what they hold and what they move, not an opinion.
Two things. It helps you build your financial plan so you can see your wealth clearly across your whole life: what you earn, what you spend, what you owe, and where that leads. Then it shows you the buys, the sells and the positions of the best-performing funds in the world, so you can copy them.
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.
Financial planning is free, for good. What you pay for is the fund data: what they hold, what they buy, what they sell. You only pay if you want to copy the best funds in the world. The planner runs either way.
Yes, and it is the right move. Enter your positions in the planner: Donnie folds them into your wealth and works out where you land long term. Then, if you want to optimise it, look at what the best funds in the world are buying and selling.
The planner is free, always. Access to the fund data is a monthly subscription, no commitment, cancel whenever you want. You see the price when you subscribe, and you give nothing to get started.
No, never. We don't connect to any bank or any broker. You enter your positions yourself, in a few clicks or just by telling the AI. No credentials to hand over.
Yes, in one click from your settings, without writing to us and without justifying yourself. The subscription stops at the end of the current period, and you keep the free planner with everything you put in it.
No. We give you information and data, not advice tailored to your situation. Past performance does not guarantee future results. You decide, and you place your own orders.
Yes. Donnie speaks your language and counts in your currency, wherever you invest from. You choose your currency when you sign up, and your plan is shown in it.