AI Recommendations
How It Works
Section titled “How It Works”- Your survey answers define risk tolerance, goals, and preferences
- AI engine processes your profile and generates a personalized strategy
- Strategy Overview card on the dashboard shows your recommendation
- AI Chat lets you ask questions about your portfolio directly
Generation Process
Section titled “Generation Process”After completing the investment survey:
- The AI recommendation API is triggered automatically
- Your dashboard shows a “Processing” state while computing
- Once ready, the Strategy Overview card displays your personalized plan
- This happens once — the system doesn’t auto-regenerate without re-survey
Dashboard Integration
Section titled “Dashboard Integration”AI features appear in two dashboard cards:
Strategy Overview Card
Section titled “Strategy Overview Card”The main card on your dashboard showing:
- Your recommended investment strategy
- Asset allocation suggestions
- Risk profile alignment
AI Chat Card
Section titled “AI Chat Card”An interactive chat where you can:
- Ask questions about your portfolio
- Get explanations of recommendations
- Discuss market trends relevant to your profile
Rebalancing Suggestions
Section titled “Rebalancing Suggestions”The Rebalancing Card on your dashboard shows:
- When your portfolio drifts from the recommended allocation
- Suggested adjustments to realign
- Preview impact before executing
Acting on Recommendations
Section titled “Acting on Recommendations”Xiru never auto-trades — all actions require your explicit approval:
- Review the recommendation on your dashboard
- Go to Console → execute trades or rebalance
- Confirm with your wallet signature
- Transaction executes on-chain
Caution: AI recommendations are informational, not financial advice. Always do your own research before making investment decisions.