Money Coach is tied to your Stash account,
so all interactions with the AI Money Coach are encrypted, and every tip is grounded in your real money moves: how much you’re investing, where your money is being put to work, and the actions you take every day.
How Money Coach can help you
Investment Guidance
Get help understanding investment options and building a diversified portfolio that matches your risk tolerance and objectives. Get real-time guidance tailored to your unique financial situation, spending habits, and existing portfolio. Ask questions, set goals, and get actionable insights.
Why advice beats going it alone
Money Coach isn't just another chatbot — it's your financial partner inside Stash.
| Stash with AI Money Coach | Other AI Tools |
|---|---|
| Personalized advice tied to your real portfolio, goals, and habits. | Generic ideas based only on what you tell it. |
| Automates investing, diversification, and rebalancing with Smart Portfolio, Auto-Stash, and real-time guidance. | No automation or tracking—doesn't know your investment purchases, you'll have to manage it all yourself. |
| Act instantly—invest straight from chat. | Can't connect to your account or suggest real actions. |
| Build confidence and investing skills over time with content and education tailored to your goals. | Broad education, not tailored to you. |
| Bank-level encryption; your data stays within Stash. | Chats and data may be stored externally. |
Results that Speak for Themselves
Here's a peek at some of the real guidance Money Coach has given to people just like you.
Nothing in this material should be construed as an offer, recommendation, or solicitation to buy or sell any security. Stash's AI Money Coach gives personalized financial advice based on clients' information that is available to Stash, and so it may not be based on a full picture of their finances. These Money Coach conversation examples should not be construed as Tax, Legal or Investment advice. Holdings and performance are hypothetical. This is not a depiction or any real clients assets or portfolio.
Frequently asked questions
Stash’s AI Money Coach gives general guidance based on your financial info available to Stash, but it’s not based on a full picture of your finances. While we do our best, we can’t guarantee the responses will always be accurate, complete, or right for your specific needs. You shouldn’t rely on it as your only source of truth.