AI
Personalized Wealth Management
Ready
Good morning. I am your Wealth Assistant. How can I help you today?
System Workspace
Welcome to AuraWealth AI
An automated, fiduciary-grade agentic pipeline for comprehensive portfolio analysis.
Three Ways to Interact
1. Query an Existing Client Portfolio
Type Analyze portfolio for client001 to pull Mia's holdings (Moderate Profile), or client002 to pull Noah's holdings (Aggressive Profile).
2. Upload a Brokerage Statement Document
Click the to select and upload your PDF brokerage statement. Once uploaded, click the **Analyze Statement** action button to parse and review the holdings.
3. Conversational Manual Entry
Describe your holdings directly in the chat box. For example:
"I hold 100 shares of Apple (AAPL) and 50 shares of Google (GOOGL). Please analyze."