Genie Updates

Meet the Mutual Fund Genie: Canada's AI Fund Expert

June 5, 2026 · by caymandoggie · 1 min read

Every guide on this site exists because fund investing is explained badly on purpose. Today we're shipping the antidote: the Mutual Fund Genie, an AI assistant trained on Canadian mutual fund investing, free for every member.

What it's good at

  • Decoding jargon: "What's the difference between Series A and Series F?" "What does this ROC distribution do to my taxes?"
  • The fee math: "What does a 2.3% MER cost me on $80,000 over 20 years?"
  • Canadian context: RRSP vs TFSA vs FHSA, CIRO rules, Fund Facts, fund codes like TDB900 — it speaks Canadian, not Wall Street.
  • Portfolio questions (Genie+): members can let the Genie see their tracked portfolio and ask "Am I diversified?" about their actual holdings.

What it won't do

The Genie gives education, not advice. It won't tell you what to buy, predict markets, or replace a licensed advisor — and it says so when you ask. It's an AI: verify anything important against the Fund Facts or a professional before acting.

How to try it

Create a free account (5 questions a day) and rub the lamp. Want unlimited wishes? Genie+ is $12/month and funds everything else we build.

Ask it the question you've always felt silly asking a human. That's exactly what it's for.

🧞 Got questions about this article? Ask the Mutual Fund Genie — Canada's AI assistant for mutual fund investors.