How does AI Advisor help with forecasting?

AI Advisor turns your ideas and “what if” questions into live updates in your financial forecast — no manual editing required. Just type your question in plain language, and AI Advisor will run the calculations, make the changes, and update your chart instantly.

From plain language to live modeling

Instead of hunting through menus or entering numbers manually, you can simply ask questions like:

• “What if I retire at 60 instead of 65?”
• “Add a home purchase in 2027 for $800,000.”
• “Increase my savings by $500 a month.”

AI Advisor interprets your request, applies it to your forecast, and shows you the updated results in real time.

Forecasting Co-Pilot

Think of AI Advisor as your co-pilot in the Forecast tab. When you make a request, it’s as if AI Advisor:

1. Navigates to the right section of your forecast
2. Makes the changes you requested
3. Refreshes the chart and updates the AI Summary so you can see the impact immediately

You get the results - without having to click through multiple steps yourself.

Smart Recommendations

AI Advisor doesn’t just respond to your questions — it proactively looks for ways to optimize your plan.

• Personalized to you: AI Advisor reviews your current state and projections, then makes recommendations aligned with your risk profile and goals.
• Easy to apply: You’ll find these suggestions in the Recommendations section under your forecast chart.
• One-click updates: Select any recommendation to instantly add it to your scenario — no manual setup needed.
• Full control: Save the changes if you like them, or discard them at any time if you decide not to keep them.

By quickly modeling different scenarios, you can compare options side by side and decide which path aligns best with your goals — without doing any manual data entry.