AI-Powered Onboarding

Let's Set Up Your Wealth Tracker

Just chat with me naturally - I'll extract all the details automatically

👋 Welcome! I'm here to help you set up your wealth tracker. I'll ask you a few questions about your financial situation, and I'll extract information automatically. Ready to get started?

Example inputs (click to use):

💡 Tip: Mention any assets, income, expenses, or debts - I'll extract them automatically