Open the assistant
The chat is available from any page in the app, except inside a calculator.1
Open the chat
On a narrow screen, click the chat button in the bottom-right corner; on a wide one, click the chat icon in the top toolbar.
2
Write your request
Type your question or request in natural language.
3
Read the answer
The assistant replies based on your data and, when helpful, points you to the right feature in the app.
What the assistant can do
Assistant usage has a limit per period: on the free plan the period is the month; on the Plus plan it is your subscription cycle, with a more generous limit. Once you reach it, the chat is unavailable until the next period starts.
- Query data: net worth, holdings, transactions, and balances.
- Financial analysis: spending, income, performance, and concentration.
- Take actions (on the Plus plan): record transactions and investment trades, edit a transaction, create accounts, goals, credits, assets, and recurring items, and allocate to goals, always with your confirmation before saving.
- Navigation: how to use features in the app.
- Feedback: report problems or suggest improvements.
Example questions
- “How much is my portfolio worth?”
- “Where do I spend the most money?”
- “How much did I earn and spend this month?”
- “How do I add a bank account?”
Saved conversations
Conversations are saved and you can resume them later.Connect external assistants
This page covers the in-app chat. To query your data from Claude, ChatGPT, or another compatible client, see AI assistants.Related pages
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.