In short
AI insights are short summary cards about the page you're looking at. Tap Insights on Budget, Actuals, the Overview or Holdings.
- Budget and Actuals: plan against actual, categories and variances
- Overview: wealth (total wealth, cash, stocks, BTC), household figures, equity weight and the day's drivers
- Holdings: stock weights in percent only (without total wealth, cash and Bitcoin)
An insight is a short headline and a few points with links, for example to Actuals, Build plan or on into the AI chat. Insights aren't a chat history and follow the same Me / Person / All filter. IBANs aren't sent.
Insights use AI credits from the same allowance as the chat. When credits run out, Westara shows a short summary without AI instead.
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Related articles
- What are AI credits, and what happens when they run out? AI credits are your monthly allowance for AI features: Solo includes 200 credits a month per person, Family 300 credits a month for the whole household. On every plan they're back to full on the 1st of the month.
- How do I open and use the AI chat? Tap the spark at the top right of the header, or open search (⌘K) and choose Ask Westara. The AI chat is included on Solo and Family. You don't need your own AI account.