What the finAgent does for you
The finAgent is not an ordinary chatbot. It analyzes real-time data, knows your portfolio and delivers personalized answers based on your individual wealth situation. Ask it whether NVIDIA is overvalued, how to diversify your portfolio, or what the risks of your current positioning are.
What you can do with the finAgent
Real-time portfolio context
The finAgent knows all your positions and weightings. Instead of generic answers, you get analyses tailored to your actual portfolio.
In-depth stock analysis
Ask "Is Apple fairly valued?" and get P/E ratio, cash flow analysis and fair value estimates – all in one answer.
Risk check & optimization
The finAgent detects concentration risks and sector dependencies and suggests concrete diversification measures.
Market insights on demand
Real-time news, Fear & Greed Index, sector trends and macroeconomic context – available anytime on demand.
Comparisons & recommendations
"Compare the top 3 defense stocks for my portfolio" – personalized recommendations based on your strategy.
Rebalancing suggestions
"Optimize my portfolio risks" – concrete suggestions including tax considerations and weighting adjustments.
Personalized investment analysis instead of generic chatbot answers
The finAgent becomes especially valuable through the context of your portfolio. It recognizes that your NVIDIA position makes up 25% of your portfolio and proactively warns you about concentration risks.
What makes the finAgent special
Real-time data
No outdated information – the finAgent accesses live market data, current news and analyst ratings.
Portfolio intelligence
Every answer considers your actual portfolio – positions, weightings, entry prices and performance.
Natural conversation
Voice input, follow-up questions and context throughout the entire conversation – like a real conversation.