Meet Yuhlia: The ultimate guide to use the AI financial assistant inside the Yuh app

Yuhman 5 min read
Intermediate
Account & Security

Ask better questions. Get better anwers.

Our guide is packed with ready-to-use prompts designed to help you gain a better understanding of your spending, investments and financial habits with Yuhlia, Yuh’s AI financial assistant. You’ll also gain a clearer picture of how Yuhlia works, what to bear in mind and how she handles your data.

Prompt playbook: 11 questions to try today

Forget the theory for a moment. The best way to see what an AI financial assistant can do is to put it to work.
 
Here are 11 ready-to-use prompts are designed to help you understand your spending, your investments, and the habits behind them.
 
Tap any prompt to copy it, open Yuhlia in the app, and get started.

Your starter kit of AI money prompts

Click on any question to instantly copy it. The sample answers below give you an idea of the clear, practical advice that Yuhlia can offer on everyday money matters.

SPENDING & BUDGETS
Q How much did I spend on groceries this month?
A
So far this month, you have spent 81.4 CHF on groceries.
Q What’s my biggest spending category this year?
A
It’s bank payments, with a total of 1,284.85 CHF spent so far this year.
INVESTMENTS & PORTFOLIO
Q What has been the performance of my Apple shares since 2025?
A
I have retrieved your Apple share trades from 1 January 2025 onwards. You bought approximately 116.91 CHF worth of Apple shares, paying around 0.18 CHF in fees, and you haven’t sold any shares yet. This means that your realised performance (sales minus purchases minus fees) is a loss of approximately 117.09 CHF.
Q How much dividend income have I received since opening my Yuh account?
A
Since then, you have received a total dividend income of 75.33 CHF. This amount includes all dividend payments from your investments, converted to Swiss francs.
Q Which investment paid you the most dividends?
A
The investment that has paid you the most dividends is the Switzerland SMI (iShares SMI). You have received a total of 44.28 CHF in dividends from this investment.
Q What has been the performance of the Gold ETF in 2026?
A
The Gold (Swisscanto Gold) ETF (symbol ZGLD) has performed well in 2026. It started the year at 1’021.2 CHF on 2 January and reached a peak of 1’221.4 CHF on 2 March. Based on the most recent price available (12 March), it is currently trading at 1’192.2 CHF, representing a year-to-date gain of approximately 16.7%.
ACCOUNT INFO & NAVIGATION
Q What’s my account number / IBAN?
A
Unfortunately, I can’t share your IBAN here for security reasons. You can find it in the Yuh app under Account > Account details, or you can reach out to our Customer Care for help.
Q How can I open a Pillar 3a account?
A
You can open a Yuh 3a account directly in the Yuh app in just a few steps: […].
Q Where can I find my Yuh Key?
A
You chose your Yuh Key yourself when you opened your account. It’s a 6-digit code that you use as your main security password. It cannot be seen in the app (for security reasons, it is not stored in a way that allows it to be displayed). If you have forgotten it, the only way to reset it is to call our hotline: […].
Q Where can I find my PIN?
A
You can view your card PIN directly in the Yuh app, so there’s no need to call us. Here’s how: 1. Open the Yuh app. 2. Go to Pay. 3. Tap Card in the top right-hand corner. 4. Under your debit card, tap Show PIN. 5. Enter your Yuh Key (your 6-digit code) to display the PIN. […].
SWISSQOIN
Q How many Swissqoins have I earned in the past six months?
A
Since 1 January 2026, you have earned a total of 106 SWQ in rewards from payment transactions (including card and deposit bonuses).

Ready to meet your financial AI assistant?

Open the Yuh app, find Yuhlia and ask her a question on a topic you’ve never looked into before. You might gain more insight in 10 seconds than you did in the last 10 minutes of scrolling.

Download the app Learn more about Yuhlia
AI disclosure
Yuhlia uses generative artificial intelligence to provide information based on the data available in your Yuh account. While Yuh does its best to ensure the answers she provides are accurate and helpful, they may be incomplete or contain errors. Yuhlia’s answers are for informational purposes only and should not be considered financial, investment, or other professional advice. Always rely on official Yuh information and your own judgement when making financial decisions.
The information on this website is not intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.