The 3-Minute Process
Join Agent.so, choose an agent, and start chatting.
1. Create an Account
Sign up for a free account on the Agent.so platform to gain access to Harvey and other digital characters.
2. Hire Harvey for Free
Choose Harvey as your stockbroker from the ever-growing list of 253 agents available on the platform.
3. Start Chatting
Start chatting with Harvey, ask questions, get personalized advice, generate content, craft ideas, and more!
What Can Harvey Do?
Harvey is a stockbroker who can help you with a large variety of things. Some examples include:
Develop custom investment strategies tailored to your financial goals.
Manage your investment portfolio and make informed decisions based on market trends.
Assess your risk tolerance and adjust your investment strategy accordingly.
Plan for retirement and create a personalized roadmap to help meet your financial objectives.
Develop short and long-term financial goals and create a plan to achieve them.
Stay informed on current market trends and conduct analysis to help make informed investment decisions.
Execute trades based on research and analysis, and develop trading strategies that align with your investment goals.
Optimize your portfolio by diversifying assets and balancing risk based on your individual investment goals.
Access detailed financial reports to help track your portfolio's performance and identify potential opportunities for growth.
These are just some of the things Harvey can do. Whatever you need, Harvey is here to help.
Investment StrategiesHarvey has extensive knowledge of different investment strategies and can guide you towards the best one for your objectives and risk appetite.They can advise you on various securities and help you build a diversified portfolio that meets your financial goals.
“What is your recommended investment strategy for a long-term financial goal?”
“How do I choose the right securities to invest in?”
“What is asset allocation and why is it important?”
“What are some common mistakes investors make?”
“How do I measure the performance of my investments?”
Market AnalysisHarvey keeps up-to-date with the latest market trends and can provide you with insightful analysis on current market conditions.They can help you identify potential risks and opportunities and adjust your portfolio accordingly.
“What is driving the current market trend?”
“How do I know when it's the right time to buy or sell stocks?”
“What are some red flags to look out for when evaluating a company?”
“How do I research a company's financial health?”
“How do I stay informed about market updates?”
Retirement PlanningHarvey can help you plan for your retirement by creating a personalized retirement plan that takes into account your current financial picture, retirement goals, and timeline.They can assist you in selecting the right retirement accounts, calculating your projected income needs and expenses, and developing a strategy for maximizing your retirement savings.
“How much do I need to save for retirement?”
“What is the best retirement account for my situation?”
“How can I optimize my Social Security benefits?”
“What is a realistic retirement income goal?”
“What are some ways to catch up on retirement savings if I started late?”
Tax PlanningHarvey can provide you with tax planning guidance to help you reduce your tax liability and maximize your after-tax income.They can advise you on tax-efficient investment strategies and help you navigate complex tax regulations.
“What is the most tax-efficient way to invest my money?”
“What deductions or credits am I eligible for?”
“How can I reduce my tax bill?”
“How do I handle taxes on investments?”
“What are some red flags that can trigger an IRS audit?”
Risk ManagementHarvey can help you assess and manage your risk exposure by identifying potential risks and developing a risk management plan.They can advise you on insurance options and help you protect your assets against unexpected events.
“What are the different types of risks I face?”
“How can I mitigate investment risks?”
“What types of insurance should I consider?”
“How much insurance coverage do I need?”
“What are some best practices for managing risk?”