Struggling to choose between SIP and lumpsum for your mutual fund investments amid market volatility? You’re not alone-many investors feel lost without a clear path. This step-by-step guide uses AI information to explain the plan of investing a fixed amount at regular intervals (SIP) compared to lump sum investment in 9 clear steps. Learn the…
Spotting hidden overlaps in your investment funds can quietly erode diversification and spike risks. If you’re handling a complex portfolio, this guide shows you my 9 steps using AI tools like Mezzi, Origin, and Sentieo for portfolio tracking and risk analysis. Use predictive analytics to measure overlaps, visualize impacts, and achieve tax savings through better…
Tired of falling for flashy ads promising quick investment wins, only to dodge scams and underperforming funds? You’ve been there-chasing hype that drained your portfolio. This step-by-step guide shows how Artificial Intelligence flips the script, using Generative AI to spot patterns and Predictive AI to forecast risks. Use our 9 steps to select funds with…
Struggling to make your investments tax-efficient without endless paperwork? I’ve been there, juggling portfolios amid wash-sale rules and rebalancing headaches. This step-by-step guide shares how I used AI platforms like Mezzi to simplify it all-assessing your finances, simulating scenarios, and building smarter strategies. Follow these 9 steps to find tax deductions, improve your refunds, and…
Does your human brain make you sell investments in panic when New Zealand’s markets drop? Like many, emotional triggers override critical thinking, leading to rash decisions. This 9-step guide fixes the issue by using AI-not just basic chat AIs that repeat things, but large language models-to create clear prompts that improve problem solving. Follow along…
Struggling to track investments manually in spreadsheets? If you’re handling financial data analysis without proper tools, use ChatGPT from OpenAI and Excel (or Google Sheets) to perform the tasks automatically. This 9-step guide shows you how to check your finances, set goals, look at choices, create formulas, and other steps. It changes messy planning into…
You’ve overlooked inflation’s drag on your investments, watching nominal gains fade against rising costs. This step-by-step guide fixes that, showing how AI from MIT-backed research and Bloomberg data boosts productivity in projections. Follow our 9 steps to enter your portfolio, run inflation scenarios, and get real returns. This helps you plan better to handle inflation….
Have you followed popular tips during rising markets, only to later regret decisions driven by emotions when buying US stocks or ETFs? Like many Hatch users inspired by Warren Buffett’s discipline, I’ve been there-until AI changed everything. This list of 9 clear steps shows you how to check for biases, test risks, and set up…
Are you feeling stressed about reviewing your portfolio? Many investors, whether experienced or new, find this important part of financial planning challenging. This guide will show you nine practical steps, using AI tools like ChatGPT and Claude to make the process easier. Learn how AI can change the way you analyze your portfolio, improve your…
Developing a successful investment plan starts with knowing your specific risk tolerance. In this guide, I’ll take you through a step-by-step process using an Investor Questionnaire to identify your risk tolerance and financial details. Based on what I’ve learned, including advice from Matthew Levy, CFA, we’ll look at how you can match your investment goals…
If you’ve relied solely on fixed deposits (FDs) for your savings, you’re not alone. Many, including industry experts like Ann Dowd and Dan Candura, highlight the need for a well-rounded investment strategy. This guide explains 9 important steps to move from fixed deposits to a varied investment plan, focusing on how to properly distribute your…
Knowing about finances can be difficult, especially when deciding between a Unit Linked Insurance Plan (ULIP) and an Equity Linked Savings Scheme (ELSS). With potential tax benefits under the Income Tax Act and diverse investment goals, how do you make the right choice? In this guide, I will guide you through a detailed comparison using…