Actionable intelligence from autonomous banking agents
Current rates are 1.2% lower than your mortgage. Refinancing could save you $350/month.
You have unrealized losses that could offset capital gains for tax savings.
Current rates are 1.2% lower than your mortgage. Refinancing could save you $350/month.
Moving $10,000 to a high-yield savings account could earn you $450 more per year.
You have 5 unused subscriptions costing $127/month. Consider canceling to save $1,524/year.
You have unrealized losses that could offset capital gains for tax savings.
You're approaching your monthly budget limit in the Shopping category.
Based on your risk profile, consider diversifying into international equities.
Your credit utilization is at 78%. Paying down balances could improve your credit score.
Your portfolio has drifted from target allocation. Consider rebalancing to optimize returns.
You're 75% toward your emergency fund goal of $15,000. Keep up the great work!
You have 5 unused subscriptions costing $127/month. Consider canceling to save $1,524/year.
Current rates are 1.2% lower than your mortgage. Refinancing could save you $350/month.
You're approaching your monthly budget limit in the Shopping category.
Your portfolio has drifted from target allocation. Consider rebalancing to optimize returns.
You have 5 unused subscriptions costing $127/month. Consider canceling to save $1,524/year.
You're approaching your monthly budget limit in the Shopping category.
Reinvesting dividends could increase your long-term returns by 15%.
Reinvesting dividends could increase your long-term returns by 15%.
Reinvesting dividends could increase your long-term returns by 15%.