ZenoFi
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Private wealth, understood by AI

Your portfolio deserves a research team. Stop reading markets alone, build an agent for that with ZenoFi.

Connect your portfolio with ZenoFi and spin up specialist AI agents for taxes, risk, allocation, and investment research. ZenoFi analyzes tax-loss opportunities, wash-sale exposure, concentration risk, and allocation drift with every insight grounded in your real holdings, not generic financial advice.

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Tax-loss harvesting

Finds real unrealized losses in your statement, flags wash-sale risk, and estimates the benefit.

Portfolio analysis

Ask about allocation, concentration risk, or sector exposure — answered from your actual holdings.

Ask your documents

Upload any statement or disclosure and ask questions grounded only in what it actually says.

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Private ledger for tax-aware portfolio management.
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ZenoFi
ZenoFi is a demo AI assistant for a wealth-management app. Ask it about tax-loss harvesting, get a portfolio summary, or upload a document and ask questions about it — try a suggestion below to get started.