What your Advisor can do

Every tool below is called automatically when your question requires it. Just ask naturally — no need to name a tool.

Current Snapshot — live data from your database
Net Worth Summary
Total net worth in USD across all asset classes using live exchange rates, with as-of timestamp.
Trigger questions
What is my current net worth?
How much am I worth in USD?
Savings Accounts
All savings accounts with current balances, currency, host country, and category (TFSA, etc.).
Trigger questions
Show me my savings accounts.
Which savings account has the most money?
Investments
All investment positions with principal, interest rate, duration, start date, and category.
Trigger questions
List my investments.
Which investment has the highest return?
Stocks
All stock holdings with units, cost basis, current market value, and active/sold status.
Trigger questions
What stocks do I hold?
What is my total stock portfolio value?
Businesses
All business equity positions with shares, unit cost, total capital, and active status.
Trigger questions
What businesses do I have equity in?
What is my total business capital?
Fixed Assets
All fixed assets (property, real estate) with current value, growth rate, and country.
Trigger questions
What fixed assets do I own?
What is the value of my real estate?
Liabilities & Borrowed Funds
Outstanding loans and borrowed funds with balances, interest rates, and settlement dates.
Trigger questions
What are my liabilities?
How much do I owe in total?
Exchange Rates
All stored FX rates with base/target currencies, values, and last-updated timestamps.
Trigger questions
What are the current exchange rates?
When were the rates last updated?
Historical & Analytical — trends and patterns over time
Net Worth History
Daily financial snapshots for a given number of months (default 6). Shows net worth, asset breakdown, and ROI over time.
Trigger questions
How has my net worth changed over 6 months?
Am I growing wealthier over time?
Recent Transactions
All DR/CR entries across every asset class for a given number of days (default 30). Expandable to any period.
Trigger questions
What transactions happened in the last 30 days?
Show all activity from the past 3 months.
Maturing Investments
Active investments maturing within a specified window (default 60 days), sorted by nearest maturity date.
Trigger questions
Which investments are maturing soon?
What matures in the next 30 days?
Live Web Intelligence — current events, market data, and full-page reading
Web Search
Searches finance-scoped domains — CBN, SEC NG, NGX, Bank of Canada, OSC, TMX, Reuters, FT, Bloomberg, IMF, World Bank. Called when current information is needed. Results are cited with sources.
Trigger questions
What is the current investment climate in Nigeria?
What is the latest CBN interest rate decision?
Are GIC rates rising or falling in Canada?
Read URL
Fetches and reads the full text of any public web page — regulatory circulars, NGX bulletins, news articles, or pages on this site (uzonwokoro.com). Used automatically after a search when the full document is needed, not just a snippet.
Trigger questions
Read the full details of that CBN circular.
Get the complete article from that link.
Read the latest NGX market bulletin in full.
Tip: The advisor chains tools automatically. Asking "Given my maturing investments and current Nigerian rates, what should I reinvest in?" may call maturing investments, exchange rates, web search, and read URL together in one response.