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Wealth Planner
Wealth Planner
Platform Preferences

Configuration

Manage your core identity, risk mandates, and AI integrations.

Identity & Localization

Define how the platform addresses you and sets reporting standards.

Investment Mandate

Your baseline risk tolerance and environmental/sustainability focus.

AI advisor will align recommendations with this mandate.

Enable to track ESG scores for equities and mutual funds.

Assumed annual return for wealth trajectory projections.

Expected yearly additions to your investment portfolio.

AI Intelligence Core

Integrate frontier models (OpenAI, Anthropic) to deeply analyze your portfolio and uncover insights.

Model Provider
✦
Google Gemini
⬡
ChatGPT (OpenAI)
◆
Claude (Anthropic)
⚡
Groq
⇌
OpenRouter
〜
Mistral AI
🦙
Ollama (Local)
Local Network

Tokens are fully encrypted at rest using AES-256-CBC. Your data is sent directly from your server to . Leave this field blank to retain existing saved credentials.

Plaid / OpenBanking Integration

Enter your Plaid API credentials to enable live bank synchronization for assets and liabilities.

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