--- title: AI agents description: Annise's AI agents evaluate opportunities and risk in the context of your specific portfolio. Find them via the purple ✨ AI icon throughout the app. icon: sparkles page_type: feature area: AI Agents related: - guides/getting-started - plans/index tags: - ai - agents - opportunity - risk - tax - budget - estate --- > **For AI agents:** the complete documentation index is at [llms.txt](/llms.txt). Append `.md` to any page URL for its markdown version. 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 Set up your Family Office so the agents have your full picture to work with. See which plan fits the analytics and agents you need.