Pocket Adviser

What it does

Pocket Adviser is an in-development app that plans to automate personal financial advice, letting users pick a goal such as a home deposit, wedding, or retirement and receive a tailored step-by-step savings and investment plan. It aims to provide ongoing, adaptive guidance similar to a human financial adviser, currently accepting waitlist signups.

Core features

• ✦Goal-based financial plan generation (home, travel, retirement, etc.)
• ✦Automated investment plan and portfolio tracking
• ✦Spending and budget tracking overview
• ✦Ongoing adaptive advice tied to market events
• ✦Transparent explanation of how advice is generated

Use cases

• →Planning savings for a home deposit or wedding
• →Getting an automated investment strategy for a goal
• →Tracking spending alongside a financial goal
• →Receiving guidance during market downturns