Answers from your own data
Questions are answered from your fund’s holdings, transactions, investors, fees, and reports, not from guesswork. Ask about this page from anywhere in the app and the assistant starts with what you are looking at.
AI Assistant
Ask your fund anything. Get answers from the ledger.
Easefolio AI reads the same book your dashboard does. Ask how the fund performed, which assets need a new valuation, or what an investor is owed, and get the answer with the numbers, a chart, and the records behind it.
Your ledger
The source of every answer
Charts + KPIs
Drawn right in the reply
You approve
Before anything is changed
All featuresAI Assistant
What you get
An analyst that already knows your fund.
Charts and KPI cards in the reply
Ask for a chart and you get one: line, bar, area, or donut, with a data table underneath. Headline figures come back as KPI cards with trend lines and changes.
Nothing changes without you
Reading is instant. Anything that would change the books, like recording a transaction, shows you a preview first and waits for your approval.
Bring your own model
Connect the AI provider you already use, such as Anthropic, OpenAI, or Google Gemini. Admins choose which providers the firm allows and can switch the assistant off entirely.
Easefolio AI
From question to chart in one message.
Type a question the way you would ask a colleague. The assistant looks up the figures, shows its steps, and lays out the answer with KPI cards and charts you can check against the dashboard.
- Ask in plain English, or @-mention an asset, investor, or transaction
- KPI cards and charts drawn from the same numbers as your reports
- Upload PDFs and spreadsheets and ask questions about them
- House rules and memories so answers follow how your firm works
- Share a conversation with a colleague in one click
Questions
Common questions about ai assistant.
Where do the answers come from?
From your fund’s own records in Easefolio: holdings, transactions, valuations, investors, fees, and taxes. The assistant uses the same figures as your dashboard and reports, so the numbers match.
Can the assistant change my data?
Only with your approval. Anything that would change the books is shown to you as a preview first, and nothing happens until you approve it.
Which AI models can I use?
You connect your own provider account, such as Anthropic, OpenAI, or Google Gemini. Firm admins decide which providers are allowed and can turn the assistant off for the whole company.
Can investors use it?
Yes. Investors get the assistant in their own portal, limited to what they are allowed to see.
Get started
Ask your own fund a question.
Book a demo and we will run the assistant against a sample fund with you, live.