AI Financial Advisor: Optimizing Allocation with Prompts

It's 2026. AI is everywhere. But AI's problem in finance: It doesn't know your numbers. Ask ChatGPT "How to invest?" and you get generic advice.

Context is Key

To make AI your advisor, you must feed it your Balance Sheet. Typing it manually is tedious and risky.

Rich Dad App's AI Assistant

Rich Dad Finance Tracker features an AI Prompt Assistant.

It generates a de-identified, structured prompt based on your data:

"I am a 30yo user. My assets are 60% Real Estate, 10% Stocks. Cashflow positive but slow growth. Risk tolerance medium..."

Copy, paste into DeepSeek or ChatGPT. Instantly get tailored allocation advice.

Tech changes finance. Start by asking the right questions.