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Free
Perfect for getting started
Pro
For serious portfolio management
- Unlimited holdings
- AI financial assistant (powered by Claude)
- Historical portfolio value chart
- Export portfolio to CSV
- Sector & diversification analysis
- Concentration risk alerts
- Priority support
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Frequently Asked Questions
What is the AI financial assistant?
It's an AI powered by Claude (Anthropic) that reads your actual portfolio data and provides educational analysis. It can explain diversification, risk concentration, and sector exposure.
Is this real financial advice?
No. FinanceAI provides educational information only and is not a licensed financial advisor. Always consult a qualified professional before making investment decisions.
How are prices fetched?
We use Yahoo Finance for real-time stock, ETF, and crypto prices. Prices may be delayed by up to 15 minutes during market hours.
Can I cancel anytime?
Yes. Cancel anytime from your account settings. You'll keep Pro access until the end of your billing period.