Funds management linkage strategy
1. Account Linkage Stage::
- Authorize the connection of bank accounts in "Advisor" → "Account Analysis".
- The system automatically recognizes fixed expenses (mortgage/insurance premiums, etc.) and variable consumption
2. Intelligent budgeting::
- AI generates 'Investable Balance' recommendations based on historical data
- Support manual setting of investment percentage (e.g. 20% of monthly income)
3. Dynamic adjustment mechanism: The platform will automatically suspend subscriptions and send reminders when large unexpected expenses are detected
4. Visualization reports: Generate monthly "Heat Map of Capital Flow" to visualize the distribution of consumption/investment/saving.
This feature is especially suitable for moonlighters or users who need to force savings. Actual cases show that users can improve their balance rate by 10-15% after 6 months on average.
This answer comes from the articleCandlestick: an AI-powered stock investment recommendation toolThe
May not be reproduced without permission:AI productivity tools " How to use Candlestick to achieve a balance between your investments and your daily finances?
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