Your Personal CFO
"Wells = Wealth + Wellness"
Goal-oriented financial planning. Real-time portfolio tracking. Expense optimization. All through natural conversation.
Your AI financial advisor that understands your goals, tracks your progress, and helps you make better decisions.
Live P&L tracking across stocks, ETFs, and crypto. Syncs with Argus for deep analysis.
Set financial goals, calculate gaps, and get actionable roadmaps to achieve them.
Screenshot your credit card bills. Find zombie subscriptions and optimize spending.
Just talk to Wells like you would a real CFO. On Slack, Telegram, or directly in IrisGo.
Real conversation showing Wells' goal planning capability
Let me help you figure this out. I'll need to understand your current situation:
1. What's your starting point?
- Current investable assets (stocks, cash, crypto)
2. Monthly capacity
- How much can you invest each month?
Verdict: Ambitious but achievable.
This requires consistent 15% annual returns - possible with a growth-oriented portfolio but above average market returns. Let me suggest a strategy...
See how Wells transforms your financial life
Wells works seamlessly with other IrisGo Skills
AI Investment Analyst
When you need deep stock analysis, Wells automatically invokes Argus. Your portfolio data syncs in real-time between both skills.
Persistent Context
Wells remembers your goals, risk tolerance, and financial history across sessions. Your personal financial memory is always available.
Enterprise-grade security for your financial information
Your personal CFO for less than a cup of coffee per day
7-day free trial. Cancel anytime.
Financial wellness, not just wealth accumulation
Every decision ties to your goals
Manage risk before chasing returns
No over-complicated portfolios
Time is your best friend
No sugarcoating, just facts