{"@context":"https://schema.org","@type":"FAQPage","mainEntity":[{"@type":"Question","name":"What all can I do with this?","acceptedAnswer":{"@type":"Answer","text":"\n You can:\n

Connect your real-time net worth which includes investments, loans,\n bank balances, to any AI assistant of your choice
Ask questions about your portfolio: growth, risks, projections, optimisations
Analyse investments and loans in any way you want
Get answers that no spreadsheet or dashboard can provide

\n "}},{"@type":"Question","name":"Who is this for?","acceptedAnswer":{"@type":"Answer","text":"For those who want to control and analyse their finances like never before, this is the perfect solution. You can talk to your preferred AI assistant and seek answers and personalised insights based on your entire financial data. However, please be careful before acting on the responses, as AI-generated responses may not be complete or accurate."}},{"@type":"Question","name":"I'm not a developer. Can I still use it?","acceptedAnswer":{"@type":"Answer","text":"Yes! You can get a consolidated, AI-optimised version of your finances, which you can then share with your preferred AI assistant and get powerful insights."}},{"@type":"Question","name":"What AI assistants can I use?","acceptedAnswer":{"@type":"Answer","text":"\n You can upload the consolidated, AI-optimised version of your finances to any AI assistant that allows file inputs like:\n

ChatGPT
Claude
Cursor
Gemini
Perplexity

\n However, please ensure you only share this file with trusted AI assistants. \n "}},{"@type":"Question","name":"What kind of financial data is included in the consolidated version of finances?","acceptedAnswer":{"@type":"Answer","text":"\n The AI-optimised, consolidated version of finances can include:\n

Mutual Fund Holdings and Transactions
Indian Stocks Holdings and Transactions
US Stocks Holdings and Transactions
Bank Balances
Existing and Closed Credit Cards
Existing and Closed Loans (home, personal, etc.)
FDs, EPF, NPS
Real estate
ESOPs and more
(Coming Soon) All your expenses across all bank accounts

\n "}},{"@type":"Question","name":"How do I update or refresh my data?","acceptedAnswer":{"@type":"Answer","text":"On the Fi app, you can refresh your financial data anytime. Then, re-share the consolidated AI-optimised version of your finances with your AI assistant for analysis on refreshed data."}},{"@type":"Question","name":"After I upload my file to an AI assistant, is my data safe?","acceptedAnswer":{"@type":"Answer","text":"\n Once you upload your Net Worth File to your AI assistant, the conversations are between you and your AI assistant\n and Fi is not privy to any of that information and hence, it is important that you share your data with only trusted AI assistant.\n
\n Fi does not own, operate, or control these AI assistant and is not responsible for their outputs or actions. Any interaction with\n the AI assistant cannot be accessed or stored by Fi. Use of this service is entirely at your own discretion and risk. Fi assumes\n no liability once data is transmitted. You can read the complete Terms & Conditions here.\n "}},{"@type":"Question","name":"Can I ask natural language questions like I do with ChatGPT?","acceptedAnswer":{"@type":"Answer","text":"Yes, that's exactly what Fi MCP enables. Once you share the consolidated, AI-optimised version of your finances with an AI assistant, you can ask questions like, \"How quickly can I reach 1 Crore?\" or \"What's the CAGR of my mutual funds?\". The AI will respond based on your real data."}}]}

What if you could talk to your preferred AI about your money