🥧
Portfolio Pie
Feature Spotlight

AI Coach (Educational)

Get personalized guidance from an AI that understands your portfolio. Proposes checklists, logs actions, but never executes trades.

Chat with the coach
How it works

Your personal portfolio assistant

The AI Coach analyzes your portfolio and provides educational guidance tailored to your situation.

Reads Your Pies

Analyzes your current allocation, drift patterns, and rebalancing history to understand your portfolio.

Analysis:
• 3% drift in bonds
• Last rebalanced 4 months ago
• Conservative risk profile

Proposes Checklists

Creates personalized action items based on your portfolio's current state and your investment goals.

Suggested Actions:
☐ Review bond allocation
☐ Consider tax-loss harvesting
☐ Update emergency fund

Logs Actions

Tracks your decisions and actions over time to provide better guidance and maintain context.

Action Log:
✓ Rebalanced on Dec 15
✓ Increased bond allocation
→ Next review: Jan 15
Educational guidance

Learn while you manage

The AI Coach helps you understand the 'why' behind portfolio decisions, making you a better investor over time.

Educational explanations

Understand the reasoning behind each recommendation with clear, jargon-free explanations.

Personalized checklists

Get action items tailored to your specific portfolio, goals, and risk tolerance.

Conversational interface

Ask questions about your portfolio and get helpful, educational responses.

Sample Conversation

You: "Should I rebalance now or wait?"

AI Coach: "Your stocks are 8% over target, which exceeds your 5% drift band. Here's what to consider:

  • • Tax implications of selling
  • • Your next contribution date
  • • Recent market volatility

Would you like me to create a rebalancing checklist?"

Get personalized portfolio guidance

Start learning from an AI that understands your unique portfolio situation.

Chat with the coach