Optimize
Generates an optimized financial plan based on the current analysis results.
When to Use
- The 'Optimize' button appears after an analysis has been performed.
How to Use
Location: Main content area, typically below the 'Analysis Results' section or next to it.
- Ensure a financial analysis result is currently displayed.
- Locate the 'Optimize' button, often near the analysis results, which may also show a credit cost estimate.
- Click the 'Optimize' button.
What to Expect
The app generates and displays a detailed, auto-optimized financial plan tailored to your current financial situation and analysis results.
Prerequisites
- A financial analysis must have been successfully completed and displayed.
- Sufficient credits must be available for AI processing.
Limitations
- The optimization plan is based solely on the current analysis and may require further refinement for individual circumstances.
- Generating a plan consumes credits.