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Welcome, User!
Your AI investment advisor is ready. Let's set up your investment journey step by step.
Getting Started
Complete these steps to set up your portfolio
radio_button_unchecked Create your account
radio_button_unchecked Complete onboarding
Quick Actions
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Tip: Start with a goal
Setting an investment goal helps your AI advisor generate personalized strategies and daily tasks. Try asking "Help me set up a retirement fund" in chat.