Understanding your investments is finally simple with Bastian
Understanding your investments is finally simple with Bastian
Hi Awhahaw,
To make investing even simpler and more accessible, we’ve created Bastian: the new AI assistant designed to enhance the entire investment experience across our platform, that combines technology and expertise to support you in making the best choices when you invest.
Whether you want to monitor your portfolio or analyze a specific instrument, Bastian provides quick, clear, and useful insights to help you make financial decisions with greater confidence.
In managed portfolios To help you better understand your investments, Bastian AI automatically generates a complete analysis of your portfolio every three months, available directly in the app.
If you’re looking for a specific analysis, simply access your portfolio details from the dashboard and select AI analysis: in seconds, you’ll get a detailed, easy-to-read report*—no complex data or difficult charts to interpret—covering both recent trends and overall performance.
In DIY investments
Thanks to smart content based on curated sources, you can now ask structured questions about all instruments directly within the platform and make informed investment decisions.
With Bastian, you can analyze financial instruments in a new, simple, and immediate way. The AI assistant provides detailed information** updated within the last 24 hours, organized by categories such as asset type, financial analysis, income, sustainability, and news.
* The AI report is an informational support tool. It does not replace Moneyfarm's personalized consultancy service and does not assess the suitability of investments for your profile.
** Information on instruments is selected for relevance and does not reflect a buy or sell recommendation by Moneyfarm. Past performance is not indicative of future results.
Moneyfarm is a registered trademark of MFM Investment Ltd. which is authorised and regulated by the Financial Conduct Authority (No. 629539).
Risk warning: With investing your capital is at risk, and your investments may go up or down with market fluctuations and changes in foreign exchange rates. Learn more about risk. Tax treatment applies, it depends on the individual circumstances of each client and may be subject to change in the future.
