Instead of long reports, you can now perform risk and performance analysis in seconds. Finapp summarizes your portfolio at a glance, provides AI-powered insights, and clearly shows how news affects you. With the quick workflow below, you can complete a powerful analysis in just 5 minutes.

Why 5 Minutes?

• Single-screen summary: See total value, daily P/L, allocation, and key risk indicators all in one place.

• Personal insights: AI understands your portfolio and investment style, generating summary recommendations.

• Meaningful news flow: Only news relevant to you appears, with an “impact tag” for clarity.

Quick Analysis in 5 Steps

1. Complete Onboarding
   Answer short questions to set your goals, risk appetite, and interests. These preferences reflect in your news and analysis screens.

   
   

2. Add Your Portfolio & Watchlist
   Enter your current assets (stocks, funds, crypto, etc.) and the ones you want to track. See total value, daily change, and allocation at a glance. Finapp also provides profit/loss analysis across different currencies, giving you the full picture.

   
   

3. Read the Instant Summary

   • Performance boxes: Daily, 1M/3M/YTD performance at a glance.

   • Allocation chart: Breakdown by asset, sector, and country to visualize diversification.

   • Risk notes: Volatility, maximum drawdown, and concentration risks highlighted in simple terms.

   
   

4. Get AI-Powered Insights
   AI evaluates portfolio composition, watchlist, and past performance, providing actionable takeaways like: “Attention today: Your allocation in X is high.

   
   

5. See News Impact & Set Alerts
   Each news item in your personalized feed shows “How does this affect you?” You can set notifications and opportunity alerts based on threshold values.