New
Outperform
expensive wealth managers
$300/hr financial advisors
generic financial apps
expensive wealth managers
expensive wealth managers
$300/hr financial advisors
generic financial apps
expensive wealth managers
EQUO delivers proactive, explainable AI financial guidance tailored for geeks — so you can make confident, informed money moves.
Agent
History
New Session
Your Portfolio Plan
Type
Percentage
Expected Return
ETFs
80%
7%-10%
Cash
15%
4.5–5%
Crypto
5%
20%
ETF
Allocation: 80%
Most of your money goes into broad ETFs — giving you long-term upside with lower fees and less stress than stock picking. You’ll rebalance now and add $600/month consistently. That’s dollar-cost averaging in action.
Cash
Crypto
Rebalance Portfolio Toward Target Mix
80% ETFs
15% cash
5% crypto
Risk Level:
Low (reduces exposure to volatility)
Time to Execute:
1–2 business days
Expected Outcome:
Sell ~$410 of crypto
Move $410 from HYSA to your ETF brokerage account
Buy $820 of ETFs (e.g., VOO or SCHD)
Your Portfolio Plan
Viewing
Ask anything…
Agent
History
New Session
Your Portfolio Plan
Type
Percentage
Expected Return
ETFs
80%
7%-10%
Cash
15%
4.5–5%
Crypto
5%
20%
ETF
Allocation: 80%
Most of your money goes into broad ETFs — giving you long-term upside with lower fees and less stress than stock picking. You’ll rebalance now and add $600/month consistently. That’s dollar-cost averaging in action.
Cash
Crypto
Rebalance Portfolio Toward Target Mix
80% ETFs
15% cash
5% crypto
Risk Level:
Low (reduces exposure to volatility)
Time to Execute:
1–2 business days
Expected Outcome:
Sell ~$410 of crypto
Move $410 from HYSA to your ETF brokerage account
Buy $820 of ETFs (e.g., VOO or SCHD)
Your Portfolio Plan
Viewing
Ask anything…
Agent
History
New Session
Your Portfolio Plan
Type
Percentage
Expected Return
ETFs
80%
7%-10%
Cash
15%
4.5–5%
Crypto
5%
20%
ETF
Allocation: 80%
Most of your money goes into broad ETFs — giving you long-term upside with lower fees and less stress than stock picking. You’ll rebalance now and add $600/month consistently. That’s dollar-cost averaging in action.
Cash
Crypto
Rebalance Portfolio Toward Target Mix
Sell ~$410 of crypto
Move $410 from HYSA to your ETF brokerage account
Buy $820 of ETFs (e.g., VOO or SCHD)
Ask anything…
Your Portfolio Plan
Viewing
Trusted by young professionals at
Trusted by young professionals at
Our Services
Our Services
Our Services
Financial Planning Shouldn't Be Overwhelming
EQUO combines explainable AI with time-tested financial principles to give tech-minded professionals clear, personalized strategies for reaching their goals.
Agent Thinking
Viewing
Capital Flow
You spend ~$3,500/month
Memory
Stable income
No dependents
Goal
To avoid selling investments during downturns.
Financial Signal
Rising tech layoffs = higher risk.
Agent Thinking
Viewing
Capital Flow
You spend ~$3,500/month
Memory
Stable income
No dependents
Goal
To avoid selling investments during downturns.
Financial Signal
Rising tech layoffs = higher risk.
See the “Why” Behind Every Move
See the “Why” Behind Every Move
Every recommendation comes with transparent logic you can verify — backed by historical backtesting, market trends, and clear cause-and-effect so you know exactly why it works for you.
Every recommendation comes with transparent logic you can verify — backed by historical backtesting, market trends, and clear cause-and-effect so you know exactly why it works for you.
Tailored to You
— and the Market
Tailored to You
— and the Market
EQUO blends your real financial data with live world context — from interest rate changes to housing market shifts — to give strategies that adapt to you and to the world around you.
EQUO blends your real financial data with live world context — from interest rate changes to housing market shifts — to give strategies that adapt to you and to the world around you.
1 min
Fed Raises Rates 0.25%
Extensive Coverage
Details
Sources
32m
Tech Layoffs Increase
Moderate Coverage
Details
Sources
32m
Inflation Drops to 3.2%
Low Coverage
Details
Sources
1 day
Fed Raises Rates 0.25%
Low Coverage
Details
Sources
1 min
Fed Raises Rates 0.25%
Extensive Coverage
Details
Sources
32m
Tech Layoffs Increase
Moderate Coverage
Details
Sources
32m
Inflation Drops to 3.2%
Low Coverage
Details
Sources
1 day
Fed Raises Rates 0.25%
Low Coverage
Details
Sources
Current vs. Target Allocation
80%
60%
40%
20%
0%
Current vs. Target Allocation
80%
60%
40%
20%
0%
Your Answer, Visualized
Your Answer, Visualized
Your strategy is built from your actual accounts, spending, and goals — grounded in proven investment principles like diversification, long-term growth, and disciplined risk management.
Your strategy is built from your actual accounts, spending, and goals — grounded in proven investment principles like diversification, long-term growth, and disciplined risk management.
Your Personal Finance Co-Pilot — Now in One Smart Chat
Your Personal Finance Co-Pilot — Now in One Smart Chat
Connect your accounts and chat with an AI advisor that gives instant, tailored plans — complete with clear reasoning, visuals, and timely follow-ups when the market shifts.
Connect your accounts and chat with an AI advisor that gives instant, tailored plans — complete with clear reasoning, visuals, and timely follow-ups when the market shifts.
Agent
History
New Session
What can I help with?
How much should I have in my emergency fund?
How do I rebalance my portfolio?
How much do I need to save for a down payment?
Ask anything…
Agent
History
New Session
What can I help with?
How much should I have in my emergency fund?
Ask anything…
Pricing Plan
Choose a plan that fits your needs and start automating with AI
Free
$0/month
Get started with basic financial insights and AI assistance.
What's Included:
20 monthly credits
Basic financial insights
Account overview
Account overview
EQUO+
Popular
$9.99/month
More credits of AI agents.
More credits of AI agents.
Everything in Free, plus:
100 monthly credits
Advanced AI recommendations
Portfolio optimization
Goal tracking
EQUO++
$19.99/month
Premium features for power users and professional traders.
Everything in EQUO+, plus:
Unlimited AI analysis
Real-time market alerts
Advanced portfolio analytics
Priority customer support
Free
$0/month
Get started with basic financial insights and AI assistance.
What's Included:
20 monthly credits
Basic financial insights
Account overview
Account overview
EQUO+
Popular
$9.99/month
More credits of AI agents.
More credits of AI agents.
Everything in Free, plus:
100 monthly credits
Advanced AI recommendations
Portfolio optimization
Goal tracking
EQUO++
$19.99/month
Premium features for power users and professional traders.
Everything in EQUO+, plus:
Unlimited AI analysis
Real-time market alerts
Advanced portfolio analytics
Priority customer support
Free
$0/month
Get started with basic financial insights and AI assistance.
What's Included:
20 monthly credits
Basic financial insights
Account overview
Account overview
EQUO+
Popular
$9.99/month
More credits of AI agents.
More credits of AI agents.
Everything in Free, plus:
100 monthly credits
Advanced AI recommendations
Portfolio optimization
Goal tracking
EQUO++
$19.99/month
Premium features for power users and professional traders.
Everything in EQUO+, plus:
Unlimited AI analysis
Real-time market alerts
Advanced portfolio analytics
Priority customer support