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Getting Investment Insights with Penny

Explains how Penny provides information on various investment products within the Yeeld app, including ISAs, GIAs, SIPPs, and Piggy Banks, while clarifying her limitations regarding direct actions or advice.

Penny helps users stay informed about their investments and understand the various options available in the Yeeld app:

  • Individual Savings Accounts (ISAs): Users can ask Penny for an overview of their ISA, including the current balance, interest rates, and the performance over a specific period. Penny can display recent transactions related to the ISA and guide users to the app's detailed view to explore more.

  • General Investment Accounts (GIAs): Penny provides information on GIAs, including the account's overall performance, recent contributions, and market trends. She can help users understand their GIA activity by pulling in transaction details but will direct them to the relevant app section to manage their investments or make changes.

  • Self-Invested Personal Pensions (SIPPs): For those managing their retirement savings, Penny can show general insights into their SIPP, such as the current value and any recent changes in fund performance. Penny assists in navigating users to the appropriate part of the app to explore their pension plan options further or make any adjustments.

  • Piggy Banks: Penny provides updates on Piggy Banks, which are designed to help users save towards specific goals. Users can ask Penny for details like the current amount saved in each Piggy Bank, recent contributions, and how much more is needed to reach their goal. Penny can also offer encouragement or reminders to contribute more but does not directly manage or transfer funds to these savings pots.

  • Navigating to Detailed Views: Whenever a user asks for more specific information or wishes to perform an action, Penny provides a button that directs them to the correct part of the app. This ensures users can take control of their investments, savings, or pension plans without needing to leave the conversation with Penny.

  • No Direct Actions or Advice: While Penny provides valuable insights and summaries, she does not execute any transactions, provide financial advice, or manage investments directly. Her role is to guide users to the right tools within the app for deeper engagement and decision-making.

Penny is here to make understanding your financial landscape easier and more engaging, without overstepping into advisory roles or direct transactions.