Make INVESTMENT

Easy Again

Frustrated with

complicated saving plans?

CHIP makes saving easy and understandable.

CHIP combines advanced GenAI technology with an engaging user experience to make investing easy, personalized, and fun.

Here are the key features of CHIP

Gen AI Enabled

Features

Portfolio Advisor

• AI-driven tool for creating customized portfolios quickly based on goals, risk profiles, and preferences.

• Draw inspiration from top investors like Warren Buffet and Bill Gates to create and compete within the community.

Market Insights

AI filters top investment reports, providing advice on stocks, ETFs, portfolios, and market analysis without information overload.

Goal Manager

Analytical AI offering multi-goal management advice, pairing users with similar goals for collaboration and mutual support.

Invest with Family

AI-enabled trading simulator and family accounts to track family investments and teach kids about investments, fostering early financial literacy.

Social App Integration

Seamless integration with IM apps like WeChat and WhatsApp, delivering reports, alerts, and advice in audio or visual formats for easy consumption and sharing on the go.

ESG Investing

ChipBot creates customized ESG investment portfolios using multi-source LLM models, integrating Strategic and Tactical Asset Allocation with the LLMOps engine. Enhancements include RLHF (Reinforcement Learning with Human Feedback) and CoT (Chain-of-Thought). RLHF allows LLM models to learn personal preferences such as risk aversion and investment habits. Financial CoT Prompts apply CoT technology to AI-driven financial analysis, simulating the thought process of financial professionals for complex issues.

More Unique

Features

Multilingual Services

The only Robo-advisor offering services in English, Spanish, and Chinese from the outset.

Enhanced Real-Time Alerts

• Goal-oriented tools for saving towards education, retirement, or emergencies.

• Keeps clients informed and protected with high-yield returns.

GAMIFIED FINANCIAL EDUCATION

Dreambox

Encourages saving habits among young individuals, promoting financial stability and helping them pursue their aspirations.

GAMIFIED FINANCIAL EDUCATION

Investment Portfolio Building

Simplifies investment decisions through personalized portfolios based on risk tolerance and AI chatbot interactions.

GAMIFIED FINANCIAL EDUCATION

Billionaire Investors

Adds fun to financial education by tracking and following investment strategies of renowned investors.

GAMIFIED FINANCIAL EDUCATION

Trading Competition

Engages users through team-based paper trading competitions, enhancing investment knowledge and experience.

Gamification

•

Gamification •

Are you ready to complete the challenge?

Join us on this gamified expedition today. Let's redefine how you engage with your finances, one challenge at a time.

Personalized Guidance

Harness the Power of Compounding with Chip

Imagine placing a single coin into a magical piggy bank. With time and regular contributions, the piggy bank doesn't just hold your coins but multiplies them! Think of this piggy bank as your initial investment in CHIP, where the growing number of coins symbolizes the interest you accumulate.

Join the Treasure Chest Community: Become a Chip Seeker Today

Personalized guidance

Exclusive offers and rewards

A network of support

Innovative tools and resources