Paid plan

Investment and Savings Auditor

Discover if your money is earning for you or for a financial institution.

This assistant is your personal and independent financial analyst. It will analyze your investment and savings contracts in detail, examining their cost and effectiveness. It will compare your product with modern alternatives to determine if your money is truly working for you.

How can I help?

  • Analysis of the fee structure
  • Assessment of investment effectiveness
  • Comparison with low-cost ETFs
  • Independent view without sales pressure
  • Clear summary of pros and cons

How it works?

1

Enter contract information

Fill in the basic details of your investment or savings product, or directly upload the PDF contract or statement.

2

Get a detailed analysis

The assistant will examine key parameters such as fees, investment strategy, and horizon.

3

Compare with alternatives

Get an overview of how your product stacks up against more modern and efficient options on the market.

Hello! I am your independent financial analyst. I can analyze your existing or proposed investment and savings contracts. Feel free to attach a PDF of the contract or statement (without general terms and conditions) for analysis.

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This specialist is on a paid plan

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