PRIMOAI ASSISTANT

Chatting & Getting Recommendations

You can talk to PrimoAI in plain language — no special commands needed.

Things you can ask

  • "How is my portfolio performing this year?"
  • "What's my current asset allocation?"
  • "Am I on track for my retirement goal?"
  • "Should I rebalance anything right now?"

Conversation history

PrimoAI keeps recent conversation history, so it can follow up on something you asked earlier in the same session without you repeating context.

The more of your portfolio that's imported, the more specific and useful PrimoAI's answers get — start with Get Your CAS / NSDL Statement if you haven't imported yet.