
Wealth Advisor

Wealth Advisor is a GPT developed as a tool for financial advisement applications. This particular GPT model operates on top of OpenAI's powerful language model, ChatGPT.
The Wealth Advisor is designed to provide insightful and reliable resources in discussing and managing individual or business financial goals. It is capable of discussing a variety of topics related to investments such as evaluating the potential of certain stocks, providing guidance on the best ETFs currently on the market, and suggesting ways to diversify one's portfolio.
Its functionality allows for interactive discussions, where users can pose questions or ask for advice supported with the tool's built-in prompt starters such as 'How should I invest?', 'Is X stock a good buy?', 'Best ETFs right now?', and 'Diversify my portfolio?'.
Upon interacting with Wealth Advisor, users are issued a warm welcome message and then are encouraged to explore different avenues of financial strategy and decision-making.
This tool requires ChatGPT Plus for its full capabilities. It is prominently utilized by individuals who are seeking expert and AI-backed financial advice which may potentially guide their decision-making in their financial endeavors.
Releases

Pricing

Prompts & Results
Add your own prompts and outputs to help others understand how to use this AI.
-
40,40031Released 24d agoFree + from $19.99/mo
-
846,572637v1.6 released 18d agoFree + from $12/moReducing manual efforts in first-pass during code-review process helps speed up the "final check" before merging PRs
7 alternatives to Wealth Advisor for Financial advice
-
Transform financial data into visual insights.17,484473Released 2y agoFree + from $20/moThere isn't a way to upload an Excel file or copy/paste. what's the point if you have to re-enter everything?
-
AI-powered financial advice for smarter decisions6,918166Released 8y agoNo pricing
-
Automate your finances with AI agents.2,94740Released 2y agoFree + from $14.99/mo
-
AI-powered financial advisor for everyone2,48441Released 1y agoFree + from $3.99/mo
-
Personalized financial management & advice.1,79611Released 1y agoNo pricing
-
AI assistant for smarter money management1,72320Released 1y agoFree + from $7.62/mo
-
AI-driven finance assistant for banking and investment69814Released 1y agoFree + from $29/mo
If you liked Wealth Advisor
Featured matches
-
The fastest way to spot inefficiencies in your client's workflows and techOpen140,820309v1.5.1 released 1mo agoFree + from $34/moJust implemented your instruction out how to run drip campaigns automatically, nice! Getting prospect calls coming in
-
30,37937v2.0.0 released 3mo agoFree + from $15.0/moMD Shahab, thank you for reporting the bug. That shouldn't have happened, and I'll investigate the issue. If it fails again, please try re-running the same query - this isn't a common occurrence. Since it's an agent-based system, it may take some time to combine responses from all sources.
How would you rate Wealth Advisor?
Help other people by letting them know if this AI was useful.