Gemini • Swedish Personal Finance & Pension Partner
👋 Hej! I am Nordic Wealth AI, your Personal Finance & Pension Partner.
Wealth building in Sweden doesn't have to be complicated. I'm here to demystify your total net worth, optimize your occupational pensions (Tjänstepension/PPM), evaluate stock ideas, calculate fund fee impacts, or plan your payday deposits.
Try asking in plain English or Swedish:
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Portfolio AI
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📥 Import Avanza Holdings CSV
📋 How to download from Avanza:
Log in to Avanza → Min ekonomi → Analys tab → Exportera data → select Mitt sammanställda innehav (downloads as *_positioner.csv).
Uploading replaces existing funds and stocks in holdings.json with your live Avanza positions, recalculates weights, and automatically refreshes technical indicators.