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Deep dive
The AI advisor that understands context: how it works
Uelt doesn't answer generic questions: it analyzes your real data — transactions, portfolio, goals — and delivers personalized insights. Here's how.
The Uelt AI assistant isn't a generic chatbot. It responds by analyzing your real financial data and providing contextual insights.
Contextual reasoning
When you ask "Where am I spending too much?", the AI doesn't give generic advice. It accesses your transactions, compares them with previous months, identifies growing categories, and produces an answer based on your real numbers.
What the AI analyzes
- **Transactions**: spending, income, subscriptions, categories
- **Portfolio**: positions, performance, allocation (Ultra plan)
- **Budgets and goals**: limits set, progress, forecasts
Examples of contextual questions
- "How should I rebalance my investments?" → the AI considers your current portfolio and risk profile
- "Can I retire at 60?" → uses forecasts and your goals to estimate feasibility
- "Which subscriptions should I cancel?" → analyzes recurring amounts and spending context
Privacy and security
Processing is secure. Your data isn't used to train external models or shared with third parties. The AI operates only on your account.