Help Center

How can we help?

Everything you need to get started with Jaspy, use its AI intelligence features day-to-day, and find quick answers to common questions.

Getting Started

What is Jaspy?

Jaspy is an AI-powered wealth and life intelligence platform. It brings every account, holding, and asset — public or private, from equities to real estate, art, and private companies — into a single unified view, then pairs that view with continuous AI research and insight so you always know what's happening across your financial life.

Getting started with your account

Create your account, then connect your accounts, exchanges, and private holdings from the Holdings section. Once connected, Jaspy automatically builds your Intelligence Hub — pulling in research, analysis, and recommendations tailored to what you actually hold. You can also upload documents directly, including via Dropbox, to enrich your profile further.

Using Jaspy

Intelligence Hub

The Intelligence Hub is your personalized dashboard — a per-user briefing that combines AI-generated voice intelligence (with a play button) alongside a written summary and list companion, so you can listen or read your update, whichever fits your day.

The Jaspy Brief

The Jaspy Brief is Jaspy's weekly wealth briefing — a few minutes of direct, noise-free analysis covering industries relevant to your holdings, from Blockchain and Real Estate to Energy and Space. Episodes are available at brief.jaspy.ai, and you can subscribe to get new briefs delivered free by email as they publish.

Research Engine

The Research Engine gives you real-time, AI-powered research on any company or asset in your holdings — covering overview, latest news, legal, financials, team, products, competitors, and a knowledge graph — so every holding comes with the context to make better decisions.

Document Capture

Securely upload, process, and manage documents tied to your holdings, with direct Dropbox integration so files can be added without leaving your existing workflow.

Specialized Modules & Integrations

Beyond the core platform, Jaspy connects to spreadsheets, financial statements, CRMs, calendars, file storage, and back-office tools — so your existing systems feed directly into your Intelligence Hub instead of living in a separate silo.

FAQ

Where does Jaspy get its information?

Jaspy combines data directly from the accounts, exchanges, and private platforms you connect with independent research and analysis generated by Jaspy's AI across public and private markets — including company filings, industry news, and knowledge-graph data compiled by the Research Engine.

How frequently is information updated?

Your Intelligence Hub updates continuously — every login surfaces fresh intelligence specific to your holdings. The Jaspy Brief is published weekly, covering the industries most relevant to your holdings.

Can I change my interests?

Yes. Your Intelligence Hub and Research Engine are built around the specific holdings and industries you connect, so as you add, remove, or adjust your accounts and assets in Holdings, the research, analysis, and briefings you see update to match.

How do I contact support?

Visit our Support page and send us a message — our team typically responds within one business day.

Go to Support →