The platform enables integrated financial management through the 'Bank Account Analysis' feature:
- Expenditure analysis: After connecting bank accounts, AI flags non-essential expenses and suggests budget optimization to free up investment funds.
- Smart Budget: Users can set a monthly investment limit (e.g., 20% of income), and the AI recommends a portfolio of stocks for the appropriate amount accordingly.
- risk matching:: Automatically adjusting portfolio risk levels by analyzing account cash flows (e.g., reducing the proportion of high-risk equities when emergency deposits are insufficient).
This kind of consolidation prevents over-investment from affecting living expenses while maximizing the utilization of idle funds, which is especially suitable for young investors who need to balance their income and expenditure.
This answer comes from the articleCandlestick: an AI-powered stock investment recommendation toolThe
May not be reproduced without permission:AI productivity tools " How does Candlestick help users integrate investing with personal financial planning?
English 
简体中文 
日本語 
Deutsch 
Português do Brasil