In short
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.
How the chat works
- Answers use an excerpt of the numbers already on screen for that question. Never IBANs, full account numbers or all of your data.
- The same Me / Person / All filter applies as on the money pages.
- Suggested changes wait for you to Confirm.
- The chat doesn't search the web and declines questions that don't relate to your numbers.
Conversations
An empty conversation shows suggestions. Each session starts a new conversation. You can delete it with the bin at the top of the chat window.
Good questions: calculations and reasons, not orders
- Good: "Which five positions have the biggest weight?" or "Where do Actuals differ from the plan this month?"
- Avoid: "Should I sell this stock?"
Every message uses AI credits. There's no AI chat on the Free plan.
Further readingView plans
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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.
- Is the AI investment, tax or legal advice? No. The AI chat is an analysis tool for numbers you already have in Westara. It isn't investment advice, wealth management, tax advice or legal advice.