Finterpret Howto
Finterpret is an AI-powered analytics platform that helps retail investors understand their portfolio metrics and make better investment decisions.
View MoreHow to Use Finterpret
Sign up for Finterpret: Visit the Finterpret website and create an account to get started.
Connect your investment accounts: Link your brokerage accounts to Finterpret to import your portfolio data automatically in real-time using Snaptrade.
View portfolio metrics and insights: Once your accounts are connected, Finterpret will analyze your portfolio and provide key metrics and AI-generated insights.
Generate portfolio reports: Use the report generation feature to get comprehensive analyses of your entire portfolio, highlighting risks and opportunities.
Analyze individual holdings: Select specific stocks or assets in your portfolio to get detailed AI explanations of company metrics and what they mean for you.
Review AI advisor suggestions: Read through the AI-generated advice on how to mitigate risks and improve your portfolio based on the analysis.
Ask for explanations: Use the AI tool to get simple explanations of complex financial metrics and terms you don't understand.
Monitor regularly: Check back frequently to get updated insights as your portfolio and the market change over time.
Finterpret FAQs
Finterpret is an AI-powered analytics platform for retail investors. It allows users to connect their investment accounts and retrieve AI-augmented insights on their portfolio.
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