Documentation / Advisor
Advisor
The Advisor is your AI chat assistant for dividend investing questions. Ask it anything about your portfolio, dividend safety metrics, income projections, or candidate screening — it answers using your real holdings and the platform's Knowledge Base.
Before you start
- Works immediately — no setup required.
- Answers are richer when your portfolio is synced and the Knowledge Base is populated (both are ready out of the box).
How to use it
- Go to Advisor and type your question in natural language.
- Ask things like "How much monthly income am I generating?", "Is this dividend safe?", or "What should I buy to fill my income gap in March?"
- The Advisor runs calculations in real time — it fetches live data and applies safety checks.
- Click "Memory" to see what preferences and goals it has learned about you.
- Click "Knowledge Base" to browse the domain knowledge it references.
What comes next
- If the Advisor identifies an income gap, check Inbox for recommendation runs from the Recommendation agent.
- If it surfaces an insight worth keeping, agents can propose it as a Knowledge Base entry — or ask the Advisor to explain how to act on it.
Tips
- Be specific: "Is SCHD safe for a €500/month income goal?" gets a better answer than "Is SCHD good?"
- The Advisor remembers your preferences across sessions — tell it your risk tolerance and income target once.
This page describes a paid feature
Everything documented here is included in the single €19/month plan.