Frequently Asked Questions
Answers to the questions we hear most often about how Awallet works, what it costs, and how your data is handled.
What you need to know
If you can't find what you're looking for here, reach out via our contact details in the footer.
What exactly does Awallet do?
Awallet uses AI-driven analysis to review your portfolio data and surface suggestions for optimisation — covering allocation, diversification, and risk exposure. It is designed to support your own decision-making, not replace it.
Who is Awallet built for?
We built Awallet primarily with young professionals and early-to-mid stage investors in mind — people who want a clearer, data-backed view of their investments without needing to become full-time analysts themselves.
Do I need investing experience to use it?
No prior experience is required. The platform is designed to present analysis in plain language, though a basic understanding of your own financial goals will help you get more out of the recommendations.
How does the AI analysis actually work?
The system ingests the portfolio data you connect or provide, runs it through our analysis models, and compares it against your stated goals and risk tolerance. It then returns structured observations and optimisation suggestions you can review and act on.
Is Awallet a replacement for a financial advisor?
No. Awallet is a data analysis and decision-support tool. It does not provide personalised financial advice and should be used alongside your own judgement or consultation with a qualified advisor where appropriate.
What data do I need to provide?
Generally, you'll provide details of your current holdings and investment goals. The more complete the picture, the more relevant the analysis. You control what you share and can update it at any time.
Is my financial data kept secure?
We take data protection seriously and apply reasonable technical and organisational safeguards to the information you provide. For full details, please see our Privacy Policy.
How often is my portfolio analysis updated?
This depends on your plan and how frequently you choose to update your portfolio data. The platform re-runs analysis whenever new or changed data is submitted.
Can I use Awallet on multiple portfolios?
Yes, the platform is designed to accommodate multiple portfolios, which can be useful if you manage separate goals, accounts, or risk profiles.
What if I disagree with a suggestion?
All recommendations are optional. You remain fully in control of any decisions, and you're free to accept, adjust, or disregard any suggestion the platform surfaces.
How do I get started?
Use the "Get Started" link in the navigation to begin. From there you'll be guided through connecting or entering your portfolio information.
Who can I contact for further questions?
You'll find our contact details in the footer of this site. We're happy to help with anything not covered above.