Finny isn't just a tracker. It's a CFO-grade agent that lives inside your pocket, modeling your future in real-time.
Finny goes lightyears beyond basic charting. It is an expansive financial OS handling document processing, behavioral correction, and global arbitrage.
Unlike bank balances, Finny subtracts upcoming liabilities, utility spikes, and tax provisions before telling you what you can actually afford.
Drag & Drop 50-page mutual fund prospectuses. Finny extracts hidden fees and traps in 2 seconds.
Finny identifies underperforming assets to offset your capital gains automatically.
Finny detects impulse purchases and immediately maps out exactly how much compounding opportunity cost you'd lose over 10 years.
Holding assets in USD, EUR, and INR? Finny normalizes your net worth into a single source of truth.
We run 10,000 market stress tests against your specific portfolio to predict your retirement success probability perfectly.
Get Pro Access →Finny isn't a wrapper around generic AI. We've constructed a proprietary Retrieval-Augmented Generation (RAG) pipeline specifically indexed on global tax registries, live market sentiment, and behavioral economic models.
Every time you ask a question, Finny is cross-referencing thousands of live financial vectors to ground its logic in unshakeable math.
async def optimize_portfolio(user_id: str):
context = await RAG_Engine.fetch_tax_codes(user_id.region)
portfolio = db.get_assets(user_id)
# Run 10k simulations against volatile macro indices
liabilities = model.predict_liabilities(horizon=12, confidence=0.99)
if portfolio.liquidity < liabilities.peak_burn:
return agent.trigger_action("REBALANCE_BONDS")
harvest = execute_tax_loss_harvest(portfolio, context)
return "OPTIMIZED", harvest.saved_capitalFinny syncs with over 12,000 global financial institutions, crypto wallets, and brokerage accounts in real-time.
"Finny caught a $4,000 tax gap I completely missed. It's like having a top-tier CPA in my pocket 24/7."
"The Monte Carlo simulator gave me the exact confidence I needed to buy my first home without stressing over liquidity."
"I've tried every tracker. Finny's document intelligence extracting fees from mutual funds is black magic."
Your data is AES-256 encrypted at rest and TLS 1.3 encrypted in transit. We never sell your data.
Finny provides insights without storing sensitive PII on unencrypted servers. You own your footprint.
Start for free. Scale when your wealth demands it.
Entry Level
Strategic Suite