Pro+ Workspace
Financial Planning
Plan your portfolio, goals, and next moves with a workspace designed for investors who want research and portfolio action to live in one place.
Fusion Financial Planning complements the AI Dashboard with holdings, targets, and AI-guided portfolio conversations built for ongoing decision-making.
Portfolio snapshots
Keep your holdings, share counts, and cost basis in one place before asking the planner what to do next.
Goal tracking
Model savings, income, growth, and retirement targets with dates and notes that stay attached to your plan.
AI next-step guidance
Ask for rebalancing ideas, concentration checks, and progress reviews based on your actual portfolio context.