AI agents

Annise's AI agents evaluate opportunities and risk in the context of your specific portfolio — not generic market advice. Each one lives in the part of the app where it's most useful.

How it works

Look for the purple ✨ AI icon. Wherever it appears, an agent is available to analyze that area against your actual holdings, transactions, and goals.

Available agents

Opportunity Agent

Find it in the Documents tab. If you have a tangible investment opportunity in document form — a pitch deck, term sheet, or fund memo — upload it here for a portfolio-aware assessment.

Macro Agent

Find it in the Location tab. Understand macroeconomic risk across your portfolio.

Micro Agent

Find it in the Account Holdings or Insights tab. Evaluate a single investment's exposure and risk relative to your portfolio.

Tax Agent

Find it in the Estimated Tax Statement. Calculate your effective tax rate given your income and deductions.

Budget Agent

Find it in Transactions, filtered by category or payee/payor. It analyzes your full transaction history to reveal insights and trends across income and expense categories and payees.

Estate Agent

Find it in the Owners tab or within any Entity or Owner dashboard. It provides insights into estate structure, beneficiary outcomes, tax implications, and liquidity needs based on asset ownership and Wills, Trusts, and Partnership Agreements uploaded in Documents.

Backoffice Agent

Find it in the Documents tab when uploading Capital Account Statements. When enabled, it automatically processes the document and guides you through creating new or updating existing private holdings based on the extracted data.

Related