Powered by Claude AI

Your AI-PoweredFinance Agent

Track your portfolio, analyze diversification, and get educational financial insights from an AI that knows your actual investments — all in one place.

No credit card required for free tier.

Educational Tool Only: FinanceAI provides educational information and is not a licensed financial advisor. Always consult a qualified financial professional before making investment decisions.

Everything you need to track your wealth

From portfolio tracking to AI-powered educational analysis, FinanceAI gives you the tools to understand your investments.

Portfolio Tracking

Track stocks, ETFs, crypto, bonds, and cash in one place. Real-time price data with P&L calculations.

AI Financial Assistant

Chat with an AI trained on your actual portfolio. Get educational insights on diversification and risk.

Visual Analytics

Beautiful charts showing portfolio value over time, asset allocation, and individual position performance.

Secure & Private

Bank-level security. Your data is encrypted and never shared. API keys never exposed to frontend.

How it works

1

Add your holdings

Input your stocks, ETFs, crypto, and other assets with purchase details.

2

View your dashboard

See real-time portfolio value, performance metrics, and allocation charts.

3

Chat with your AI

Ask questions about your portfolio. Get educational analysis powered by Claude AI.

Simple, transparent pricing

Cancel anytime. No hidden fees.

Free

Perfect for getting started

$0/forever
  • Up to 5 holdings
  • Portfolio tracking
  • Basic performance metrics
  • Asset allocation view
Most Popular

Pro

For serious investors

$12.99/per month
  • Unlimited holdings
  • AI financial assistant
  • Historical portfolio charts
  • Export to CSV
  • Sector & diversification analysis
  • Priority support

Ready to understand your portfolio?

Join thousands of investors using FinanceAI to track performance and get educational insights from AI.