Louply

Finlo - AI Stock Portfolio is an AI-powered investment tool that lets you discover and copy high-performing stock portfolios designed to beat the market. It provides curated portfolios built on time-tested investment strategies and proprietary AI-driven selections. Users can view historical performance, pick a strategy, add stocks to their own brokerage account, and track gains over time. The platform emphasizes simplicity, monthly updates, and the ability to compare multiple strategies side-by-side.

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How Finlo Works

1. Pick your strategy. Choose a Portfolio Strategy aligned with your goals and risk tolerance (e.g., growth, value, dividend, defensive, etc.).
2. Unlock the stocks. The platform provides strategy-selected stocks to add to your portfolio.
3. Track gains over time. Monitor performance, receive monthly updates, and adjust holdings as needed.

Note: Finlo does not hold your funds. You place trades through your own brokerage. Portfolios are updated monthly and typically hold around ten stocks.

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Investment Strategies (Examples)

• Legendary Investor Strategies: Exclusive portfolios built on the methodologies of history's most successful investors.

• Finlo Performance Portfolio: Hand-picked stocks designed to maximize returns and outperform the market.

• High-Growth Innovators: Invest in disruptive companies with exponential growth potential.

• Global Giants: Multinational corporations with diversified revenue streams.

• Defensive Value Picks: Companies with strong competitive advantages and solid fundamentals at reasonable prices.

• Deep Moats: Firms with durable competitive advantages and barriers to entry.

• Disruptive Growth Stocks: AI, robotics, genomics, and other frontier themes.

• Other featured strategies include: Peter Lynch, Warren Buffett, Ray Dalio, Peter Thiel, David Swensen-inspired, Dividend Aristocrats, Dividend Income Machine, Founders-led, Hidden Gems, and more. See all strategies within the platform.

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How It Works (Step-by-Step)

• Pick a strategy that aligns with your goals and trading style.
• The AI engine suggests the corresponding stocks to add to your portfolio.
• Use your own broker to place buy/sell orders and manage holdings.
• The portfolios are updated monthly; you’ll receive updates before the market opens on the first trading day of the month.
• Regularly reassess and adjust to stay aligned with your financial goals.

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Safety and Disclaimers

• Finlo provides investment ideas and portfolio suggestions, not personalized financial advice.
• All investments carry risk, and past performance is not indicative of future results.
• No funds are held by Finlo; users are responsible for executing trades through their brokerage account.

Core Features

• Curated, high-performing stock portfolios built on historical strategies
• Monthly updates with new stock picks
• A wide range of strategies including growth, value, dividend, defensive, and disruptive growth
• AI-assisted stock selection to complement user decisions
• Portfolio tracking and performance insights
• No fund custody; user maintains control of their own investments