Finterpret

Finterpret – AI Advisor for Your Stock Portfolio is an AI-powered dashboard that helps everyday investors make smarter investment decisions. By connecting your investment accounts, it retrieves your portfolio data and generates AI-augmented insights, explanations of complex metrics, stock-by-stock analyses, and complete portfolio reports. The tool is designed to simplify financial metrics, highlight risks and mitigation opportunities, and guide you toward better risk management and decision-making. The service is free (beta) and encourages user feedback via email.

How to Use Finterpret

1. Get started for free. Sign up or connect your investment accounts to import your portfolio data.
2. Review portfolio metrics. The AI advisor explains critical metrics (e.g., P/E, risk indicators) in simple terms.
3. Generate AI-generated reports. Retrieve comprehensive portfolio reports highlighting risks and mitigation opportunities.
4. Analyze holdings stock-by-stock. Let the AI advisor analyze each holding and explain what company metrics mean for you.
5. Iterate and optimize. Use insights to make informed investment adjustments and manage risk.

Disclaimer: The platform is described as a beta, free service intended to gather feedback from users. Always perform your own due diligence.

What Finterpret Analyzes

• Individual stock metrics (e.g., P/E, growth indicators, risk factors)
• Aggregated portfolio metrics (overall risk, diversification, exposure)
• Comparisons between holdings to identify concentration risks
• Potential mitigation opportunities based on AI-generated insights

How It Works

• Connect your investment accounts to fetch portfolio data.
• The AI analyzes metrics across holdings and provides plain-language explanations.
• Generate stock-by-stock analyses and full portfolio reports to understand risks and opportunities.
• Emphasis on accessible interpretation rather than heavy statistical jargon.

Safety and Legal Considerations

• Use as a supplementary tool for informed decision-making. Always verify AI-generated guidance with your own research and financial advisor if needed.

Core Features

• Free access during beta
• AI-generated portfolio insights and explanations of metrics
• Stock-by-stock analysis with plain-language interpretations
• Complete AI-generated portfolio reports highlighting risks and mitigation opportunities
• Portfolio-level insights for risk management and decision support
• Easy account connection to pull in portfolio data
• Feedback-focused: contact [email protected] for improvements