Paul Jialiang Wu

Model financial decisions with probability-weighted scenarios tailored to your tax bracket and goals.

Create a detailed portfolio rebalancing plan with specific trades and tax considerations.

Identify investment opportunities near key technical levels tailored to your portfolio.

Analyze tax returns to uncover missed deductions and optimize tax strategies.

Year-round proactive tax strategy that connects portfolio decisions to tax consequences BEFORE you act. Use when the user says "tax strategy", "tax planning", "how to reduce my taxes", "tax optimization", "should I do a Roth conversion", "backdoor Roth", "mega backdoor Roth", "RSU tax strategy", "stock option taxes", "capital gains planning", "tax-efficient investing", "asset location", "which account should I use", "estimated taxes", "tax bracket management", "how much tax will I owe", "year-end tax planning", or asks about tax implications of any investment decision.

Monitor macroeconomic signals and receive actionable portfolio alerts based on market risks.

Empower users to overcome financial anxiety with personalized support and actionable steps.

Easily import portfolio holdings from screenshots, CSVs, or text into your profile.

Transform financial data into a compelling narrative that connects numbers to life goals.

Generates shareable HTML cards for social media after analysis completion.

Adaptive financial education that teaches through context, not lectures.

Money OS is your AI financial co-pilot for wealth-building, analyzing your financial life without data uploads or subscriptions.

Conduct a thorough health check on investment portfolios to identify risks and inefficiencies.

Create a comprehensive generational wealth transfer plan for children, optimizing for tax benefits and long-term growth.

Personalized investment guidance that translates financial goals into actionable steps.

Transform investment theses into actionable trade recommendations through gap analysis.

Detect life events and generate tailored financial action plans for each situation.

Calculate your Freedom Number to determine when work becomes optional and track your progress towards financial independence.

Identify tax-loss harvesting opportunities across multiple accounts to optimize tax savings.

Analyze income and expenses to maximize wealth-building, not budgeting.

Transform vague trading ideas into testable strategies with precision.

Manages user financial profiles for Money OS, enabling context loading and data saving.

Automates end-of-session reviews and updates user financial profiles.

Identify hidden money drains in your financial life to recover lost wealth.