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Money admin, handled.

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.

Step 1 · Spending

Catch it before the return window.

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.

Check the receipt from my Amazon order
F
EMAIL ACCESS REQUEST
To read your Amazon order confirmation.
Your Amazon.com order has shipped
auto-confirm@amazon.com
ApproveNot now
F
F
Sony WH-1000XM5 — you paid $399 on May 28.
Amazon (paid)$399
Best Buy now$328 · save $71
Still inside the 30-day return window — worth rebuying and returning.
Ask Finn
How’s my portfolio doing?
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ANALYST MODE
Up 11.2% YTD vs +8.4% for the S&P 500 — beating the benchmark.
Tech64%
Healthcare14%
Cash12%
Energy10%
That tech weight is a concentrated book — one sector is driving the whole return. I’d think about trimming into strength.
Ask Finn
Step 2 · Your portfolio

A read on your actual book.

Ask how your portfolio is doing and Finn shifts into analyst mode — reading the real holdings from your linked brokerage, benchmarking 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.

Step 3 · Price alerts

Set the level, then forget it.

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.

VOO price alert

FFrom Finn · just now
MONITOR
Alert me when VOO drops to $480 or below.
NOW
$511.20
Watching
Finn Actions checks this level on every scan.
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Edit with Finn
Try saying

Bring it to the desk.

01Check the receipt from my Amazon order — did I overpay?
02How is my portfolio doing year-to-date?
03Break down my allocation and flag any concentration risk.
04Remind me when VOO drops to $480.
05How much did I spend on subscriptions last month?
06Any news moving the names I hold?
NOT ADVICE, A SECOND OPINION

Finn gives sharp, opinionated takes to help you think — it isn’t a licensed financial advisor, and it can’t move your money. Account connections are read-only through Plaid, and your banking credentials are never stored. See how we handle security →

Money, with a second set of eyes.

Download on the App Store