At Moneyfarm, innovation has always been guided by a clear purpose to make investing simple and accessible.
Today, we’re taking the next step in that journey with the launch of Bastian, our new Artificial Intelligence (AI) agent, designed to enhance the entire investment experience across our platform.
Bastian is more than a single feature. It represents an evolution in how clients interact with their investments faster insights, clearer context and smarter access to information, all seamlessly integrated into the platforms you already use.
At launch, Bastian introduces two capabilities automated portfolio report generation and instrumental Q&A on the DIY platform. Let’s explore them in more detail.
Smarter portfolio insights, automatically delivered
For clients with a managed portfolio, Bastian introduces automated portfolio analysis with updates available every three months.
Bastian generates a comprehensive portfolio analysis in seconds, available directly within the dashboard every three months. By navigating to your portfolio details from the dashboard and selecting “AI Analysis”, you’ll find a clear, structured update on your portfolio’s recent performance.
What makes this different?
Performance in context Bastian provides an accessible commentary on how your portfolio has performed, helping you understand the bigger picture without needing to analyse charts or dig through data.
Effortless access reports are generated automatically and are available instantly.
Designed for clarity the focus is on delivering relevant insight, not overwhelming detail.
The AI report is an informational support tool. It does not replace personalised advisory service and does not assess the suitability of investments for your profile.
This functionality is available for all wealth portfolios.
The result is a simpler, more intuitive way to stay informed, without adding complexity.
Intelligent Q&A for DIY investors
For clients using our DIY platform, Bastian introduces a new way to explore investing instruments.
You can now ask structured questions about all instruments directly within the platform. Questions are organised into clear categories, including asset type, financial analysis, income, sustainability, and news.
Bastian delivers instant, AI-generated responses powered by up-to-date web search results and curated for relevance.
This means immediate answers to key questions, structured information grouped by category for ease of use, and more informed decision-making, with faster access to vetted data.
Rather than searching externally or switching between platforms, investors can now access relevant insights exactly where decisions are being made.
Information about instruments is selected for relevance and does not reflect a recommendation to buy or sell by Moneyfarm. Past performance is not indicative of future results.
A more intelligent investment experience
Bastian marks an important milestone in the ongoing development of the Moneyfarm service. It reflects our commitment to combining technology and expertise in a way that enhances, not complicates, your investment journey.
Whether you’re reviewing your long-term portfolio performance or analysing an individual instrument, Bastian is designed to make information clearer, faster and more actionable.
This is just the beginning. We look forward to seeing how Bastian supports you, and to continuing to evolve the Moneyfarm experience around your needs.
The information provided by Bastian is automatically generated by an AI system and is purely informative. It does not constitute personalised financial advice or investment recommendations. Like any AI system, Bastian may have limitations or inaccuracies for important decisions, we recommend that you consult a Moneyfarm advisor.
*As with all investing, financial instruments involve inherent risks, including loss of capital, market fluctuations and liquidity risk. Past performance is no guarantee of future results. It is important to consider your risk tolerance and investment objectives before proceeding.
