Your financial Copilot
Ask questions about your finances in plain English. Copilot helps you understand spending, balances, trends, and patterns with answers grounded in your financial picture.
Copilot
Preview how Copilot answers questions about your finances in plain English.
Natural language
Ask questions about your finances just like you'd ask a thoughtful assistant. No dashboards to decode first, no query language to learn.
Ask questions in plain English
Get instant answers about your finances
Conversation history saved automatically
Pick up conversations where you left off
Ask Copilot from any insight card for follow-up context
Grounded Explanations
Copilot can answer questions about transactions, spending patterns, portfolio history, budgets, recurring payments, and connected accounts without pretending to replace your judgment.
Explore transaction history and find purchases
Understand your budget performance
Identify recurring payments and subscriptions
Review connected accounts and what they contribute to the picture
Transaction Search
Find specific transactions using natural language
Spending Analysis
Understand spending patterns and shifts with clearer explanations
Portfolio Tracking
Ask how your portfolio changed and what stands out over time
Conversation History
Return to past conversations when you want more context