Fortuna — Personal Financial AI

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Financial analysis • Insurance • Tax strategy • Refinancing

Hello — I'm Fortuna 👋

I'm your personal financial AI. I can analyze documents, run projections, answer tax questions, and help you make informed financial decisions.

Upload your insurance policies, mortgage statements, tax returns, or investment summaries and ask me anything about them.

Analyze my insurance policy loan options

Should I refinance to pay off my insurance policy loan?

What business expenses can I write off this year?

Run a projection on my retirement accounts

Explain my insurance policy fine print

What's my net worth based on my documents?

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Drop files here or click Upload — insurance policies, tax returns, mortgage docs, etc.

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No financial data yet.
Add your accounts, loans, and assets to get started.

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