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Candle-AI-powered financial assistant

AI-Powered Financial Management

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Candle

How much money do I have?

What did I buy last week?

How much are my stocks worth?

Buy $1 of AAPL

Transfer $5 from my spending to savings

What is the performance of my stocks today?

What did I buy yesterday?

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Candle: Your Friendly Financial Assistant

Candle is designed to streamline and simplify financial management by integrating with various financial accounts, such as Robinhood, Cash App, and banks. The purpose of Candle is to provide users with a seamless and efficient way to monitor and manage their finances, make investments, and transfer funds. For example, if a user wants to check their recent transactions or transfer money between accounts, Candle provides an easy-to-use interface to perform these tasks quickly and accurately. The design focuses on user-friendliness, incorporating a laid-back, approachable tone to make financial management less intimidating.

Core Functions of Candle

  • Account Balance Inquiry

    Example Example

    User asks, 'How much money do I have in my account?'

    Example Scenario

    Candle retrieves and displays the current balance of the user's linked accounts, masking all but the last 4 digits of the account numbers for security.

  • Recent Transactions

    Example Example

    User asks, 'What did I buy last week?'

    Example Scenario

    Candle lists the user's recent spending transactions, sorted by date, and includes details such as merchant names and amounts spent, making it easy for the user to track their spending.

  • Investment Management

    Example Example

    User asks, 'Buy $1 of Apple or Bitcoin.'

    Example Scenario

    Candle facilitates the purchase by accessing the user's linked investment accounts, checking for available funds, and executing the trade. This ensures users can manage their investments effortlessly.

Who Benefits Most from Candle

  • Young Professionals

    These users often have multiple financial accounts and need an easy way to manage them. Candle helps by providing a consolidated view of their finances, making it easier to track spending, manage investments, and transfer funds efficiently.

  • Busy Parents

    With limited time to manage finances, busy parents benefit from Candle's straightforward and user-friendly interface. They can quickly check account balances, review recent transactions, and ensure their financial health is on track without spending excessive time.

How to Use Candle

  • Visit aichatonline.org for a free trial without login

    Start by visiting aichatonline.org. Here, you can access Candle's features without needing to log in or have a ChatGPT Plus subscription. This allows you to explore the tool freely and get a feel for its capabilities.

  • Link Your Financial Accounts

    After exploring the trial, link your financial accounts such as Robinhood, Cash App, or various banks. This enables Candle to provide personalized financial insights and manage your accounts seamlessly.

  • Navigate Through the Dashboard

    Once your accounts are linked, use the intuitive dashboard to view and manage your financial data. The dashboard provides a comprehensive overview of your balances, transactions, and investments.

  • Use the Automation Features

    Take advantage of Candle’s automation features to streamline your financial tasks. This includes setting up automated transfers, investment orders, and other financial operations to save time and ensure consistency.

  • Explore Advanced Insights

    Dive into advanced insights and analytics provided by Candle. Monitor market trends, analyze your spending patterns, and get personalized advice to make informed financial decisions.

  • Automation
  • Analytics
  • Budgeting
  • Investing
  • Saving

Frequently Asked Questions about Candle

  • How do I get started with Candle?

    Visit aichatonline.org to access a free trial without the need for a login or ChatGPT Plus subscription. Explore the features, and if you find it useful, proceed to link your financial accounts for a personalized experience.

  • What financial accounts can I link to Candle?

    Candle supports a wide range of financial accounts including popular platforms like Robinhood, Cash App, and various banks. This allows you to manage all your finances from a single dashboard.

  • Can Candle automate my financial tasks?

    Yes, Candle offers powerful automation features. You can set up automated transfers, investment orders, and more to streamline your financial management and ensure tasks are executed consistently and on time.

  • How secure is my data with Candle?

    Candle prioritizes your data security. It uses advanced encryption and security protocols to protect your financial information and ensure your data remains confidential and safe.

  • What insights can Candle provide?

    Candle provides comprehensive insights into your financial health, including spending patterns, investment performance, and market trends. It helps you make informed decisions with personalized advice and analytics.

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