Your Financial Assistant is designed to help you make smarter, more confident investing decisions. It can analyze markets, explain financial concepts, evaluate stocks, and help you better understand your portfolio.
Think of it as your on-demand financial research partner.
What the Financial Assistant Can Do
The assistant can help you:
📊 Analyze stocks, ETFs, and other assets
📈 Evaluate portfolio performance and risk
📰 Summarize earnings reports and financial news
📚 Explain financial concepts in simple terms
⚖ Compare companies and investment options
🔍 Break down financial statements
💡 Generate investment research ideas
You can ask questions in plain language, such as:
“Is this stock overvalued?”
“Compare Apple and Microsoft.”
“What are the risks in my portfolio?”
“Explain this earnings report.”
What the Assistant Is Not
The assistant is a powerful research tool — but it is not a licensed financial advisor.
It does not:
Guarantee returns
Predict the future with certainty
Execute trades (unless explicitly integrated with a brokerage)
Replace your own judgment or professional advice
All investment decisions remain your responsibility.
How to Get the Best Results
To get the most accurate and useful answers:
Be specific in your questions
Include relevant details (time horizon, risk tolerance, goals)
Ask follow-up questions to dig deeper
Verify important decisions with additional sources
The assistant works best as a collaborative tool — the more context you provide, the better it can help.
Data & Privacy
Your trust is important. The assistant is built with strong privacy and security practices. For details on what data is stored and how it’s protected, see our Privacy & Data section.
Continuous Improvement
The Financial Assistant is continuously improving. Market conditions change, data updates, and new features are regularly added to enhance accuracy and usefulness.
If something doesn’t look right, or you have feedback, we encourage you to let us know.
Ready to explore?
Start by asking a question about:
A stock you’re researching
Your portfolio risk
A financial term you don’t understand
A market event you’re curious about
Your Financial Assistant is here to help you invest with clarity and confidence.