Chat with your portfolio, banks, assets, activity, and market context
Connect your brokerages, banks, crypto wallets, and assets, then ask Rallies questions with your own financial context behind every answer.
What is AI Chat?
Rallies Chat is an AI chat experience for your own financial data. Connect brokerages, banks, crypto wallets, manual assets, and watchlists, and Rallies can answer questions using your real portfolio, balances, activity, and live market context instead of a generic example.
Answers use your context
Rallies Chat reads connected portfolio, bank, crypto, manual asset, watchlist, and activity data so answers reflect your specific holdings, exposures, and recent transactions rather than a generic example pulled from public market data.
Ask across money and markets
Chat reasons across account activity, holdings, balances, market moves, news, filings, and analyst changes in one conversation, so you can move from a net worth question into ticker research without switching tools.
Questions traders ask
Frequently asked questions
What is Rallies Chat?
Rallies Chat is an AI chat experience that can answer questions using your connected portfolio, banks, assets, activity, watchlists, and live market context.
How is Rallies Chat different from a general chatbot?
General chatbots do not know your brokerage positions, bank activity, assets, watchlists, or portfolio context. Rallies Chat is built to reason over that connected financial data when you choose to connect it.
What can I ask Rallies Chat?
You can ask about net worth changes, holdings, bank activity, portfolio exposure, market news, watchlists, ticker research, and what changed across the data you track.
Can Rallies Chat explain why my net worth changed today?
Yes. Chat can analyze connected holdings, balances, and activity to explain net worth changes and the drivers behind them.
Can I ask which holdings or transactions drove a move?
Yes. Chat reasons over your portfolio and bank data to identify the specific holdings or transactions responsible for a change.
Can Rallies Chat tell me my exposure to a sector or stock?
Yes. You can ask how much exposure you have to themes like AI, banks, or energy, or to a single ticker, and Chat answers from your connected holdings.