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Use guito’s AI assistant to query and analyze your finances in natural language, without navigating through menus. Ask how much your net worth is, where you spend the most, or how to use a feature, and the assistant answers based on your own data.

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Open the assistant

The chat is always available from any page in the app.
1

Open the chat

Click the chat button (message icon) in the bottom-right corner of the screen.
2

Write your request

Type your question or request in natural language, just like a conversation.
3

Read the answer

The assistant replies based on your data and, when helpful, points you to the right feature in the app.
You can use the keyboard shortcut to open the chat quickly, without leaving the keyboard.

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What the assistant can do

The assistant combines your guito data to answer questions about your money.
  • Query data: net worth, holdings, transactions, and balances.
  • Financial analysis: spending, income, performance, and concentration.
  • Taxes: realized capital gains and tax estimates.
  • Take actions (when enabled): record transactions and create accounts, goals, credits, properties, and recurring items, as well as allocate to goals, always with your confirmation before saving.
  • Navigation: how to use features in the app.
  • Feedback: report problems or suggest improvements.

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Example questions

  • “How much is my portfolio worth?”
  • “Where do I spend the most money?”
  • “What are my capital gains this year?”
  • “How do I add a bank account?”

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Actions with confirmation

By default, the assistant only queries and analyzes your data. When the actions feature is enabled on your account, it can also record and create entries for you.
When the assistant can take actions, it always asks for your confirmation before saving. Nothing is changed without your approval.

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Saved conversations

Conversations are saved and can be resumed later, so you can pick up where you left off.

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Connecting external assistants

This page covers the in-app chat. To query your data from Claude, ChatGPT, or another compatible client, see AI assistants.

Overview

Your consolidated net worth in one place.

Investments

Holdings, performance, and capital gains.

Accounts

Balances and transactions across your accounts.

AI assistants

Connect external assistants to guito.