FinWheel Howto
FinWheel is an AI-driven investment management platform that offers automated financial planning, user-created funds, and capital raising tools for businesses and investors.
View MoreHow to Use FinWheel
Sign up for an account: Create a FinWheel account to get started using the platform.
Talk with Fin AI assistant: Interact with Fin, the AI financial assistant, to discuss your financial goals and situation.
Get a customized financial plan: Fin will analyze your information and create a personalized financial plan for you.
Apply the financial plan: Follow the recommendations in your customized plan to manage your finances.
Explore investment options: Browse user-created funds or start your own fund to invest in stocks, ETFs, crypto, and private equity deals.
Use Headstart IPOs (for business owners): If you have a business, use the Headstart IPOs feature to raise capital and manage your cap table.
Get ongoing AI support: Utilize Fin for 24/7 support with any financial questions or changes you want to make to your plan.
FinWheel FAQs
FinWheel is an AI-driven automated investment manager that helps users manage their personal and business finances. It offers features like AI financial management, user-created investment funds, and tools for raising capital.
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