From catching a cheaper price on something you just bought, to reading your real holdings, to watching a stock for a target — Finn does the money legwork and brings an analyst’s eye to the desk when you need one.
Ask Finn to check a recent receipt. It reads the order confirmation from your inbox — with your approval — pulls what you paid, and checks whether the same item is cheaper somewhere else right now.
If it found it for less and you’re still inside the return window, Finn tells you — so a few minutes of admin saves real money.
Tell Finn what you hold and it shifts into analyst mode — pricing the book against live market data, benchmarking it against the S&P 500, and breaking down where your money actually sits.
It thinks in allocation and concentration risk, not just a price quote — and every number comes from a live tool, never a guess.
Write a price target into a note — “remind me when VOO drops to $480” — and Finn turns it into a monitor. Finn Actions checks the level on every scan and tells you the moment it fires.
No babysitting the tape and no separate alerts app. The target lives in a plain note, and the heads-up comes to you.
Finn gives sharp, opinionated takes to help you think — it isn’t a licensed financial advisor, and it can’t move your money. It doesn’t connect to your bank either: it works from live market data and from what you tell it. See how we handle security →
Money, with a second set of eyes.
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