Pioneered by World Trade Factory. Powered by artificial intelligence. Built for everyone.
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Built around your actual financial context and balance sheet state.
Routes each request to optimal AI models based on complexity and cost.
Portfolio mathematics and stress tests run via exact code engines.
Moves from passive analysis to clear, grounded financial decisions.
WTFXAI is not a static dashboard and not a generic chatbot. It is the orchestration layer that coordinates specialist financial tools into a coherent wealth-advisory response.
Ask a wealth question in plain language. The agent decides what context, calculations, research, and portfolio analysis are needed before it responds.
Deep analytics into portfolio health scores, asset class concentration, risk exposure, holdings aggregation, and stress testing.
Server-side context builder compiles income, expenses, liquid cash, debt liabilities, and experience before routing prompt queries.
Your portfolio, your risk, your reality. AI agents assess where you stand before they take a single step forward.
Macro signals, earnings intelligence, sector rotation. Agents read the market so you don't have to.
Structured, reasoned, traceable — delivered by an intelligence layer that never sleeps.
The agent interprets the question and creates an explicit plan for which specialist tools are needed.
Independent tools run in parallel where possible; dependent tools run in sequence against your financial context.
The agent checks whether its draft is grounded, useful, and supported by the evidence it gathered.
You receive one cited response with trade-offs and next steps. Any external action remains approval-gated.
Understand whether current savings and monthly surplus support long-term retirement goals.
Consult Agent →Analyze asset allocation, concentration risk, and Quantitative Health Scores across holdings.
View Portfolio →Evaluate financial milestone targets against available resources and monthly surplus limits.
Open Dashboard →Ask contextual questions about investment strategy, debt vs equity, and financial trade-offs.
Ask Advisory →Stress-test your finances against market downturns, rate hikes, emergency expenses, or job loss.
Launch Scenario Lab →Have a persistent conversation thread powered by your real-time financial profile.
Start Thread →Every response is grounded in real-time data, quantitative modelling, and your personal financial context — not cached summaries.
Live equity prices, options flow, volume signals across global exchanges.
Sentiment, positioning, and flow patterns that precede market moves.
Interest rates, inflation signals, central bank policy, geopolitical risk.
Scenario-tested, stress-mapped, probability-weighted — before any recommendation is made.