Description:HENNESSYClarium is a smart finance app that helps you track portfolios, manage daily spending, and make data-informed money decisions. Get a unified view of your net worth across banks and brokerages, plus AI-driven insights to spot trends and reduce risk. Core features include a real-time portfolio and asset allocation dashboard, intelligent budgeting with automatic transaction categorization, and personalized alerts for cash flow, bills, and market movements. Designed for investors and busy professionals, it offers secure read-only connections, multi-currency support, and cloud sync across devices. Ideal for personal finance, portfolio tracking, and high-efficiency budgeting with AI insights.
How to use:1. Download the app, open it, and choose Sign Up to create an account with your email and a secure passcode or biometric login.
2. Connect your bank and brokerage accounts through secure read-only links, or add assets and transactions manually if you prefer.
3. Set your base currency and notification preferences, then review the dashboard for net worth, holdings, performance, and asset allocation.
4. Create budgets, categorize transactions, and enable bill and cash flow alerts to stay on top of spending and upcoming payments.
5. Explore AI insights, build watchlists, and export reports to refine your strategy and keep your finances on track.