Agentic AI · Invest
A portfolio manager that never sleeps.
An Invest agent that rebalances toward your goals, harvests tax losses overnight, and explains every move in plain English — no jargon, no upsell.
What the agent would do
A glimpse of invest, fully agentic.
- ✓Rebalances drift back to your target allocation automatically
- ✓Harvests losses to offset gains at year-end
- ✓Routes new deposits to the most underweight bucket
- ✓Surfaces concentration risk before it becomes a problem
🤖KAI · Invest Agent
How's the portfolio doing — anything I should act on?
Up 4.1% this month, but you've drifted: tech is now 42% of your equity vs. your 35% target. NVDA alone is 18%. I'd trim $4,200 of NVDA and reallocate to your underweight international fund — and harvest a $1,100 loss on your bond ETF to offset $1,100 of NVDA gains. Net tax: zero.
Do it.
Executed. Tech is back to 36%, international up to target, and I locked in the loss harvest. Estimated tax savings this year: about $264. I'll keep an eye on drift weekly.